Connect Apptivo CRM and Asana to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Apptivo CRM
Choose an Action
Automatically do this!
Create a Project
Delete a project
Create a Task
Update a Task
Create Section
Create Subtask
Update a project
Assign a Task to a User
Create Project From Template
New Attachment Added to Task
Create Comment/Story
Create Task from Template
Find Section in Project
Add Task to Section of Project
Create Duplicate Task
Find Project
Find Task
Find Comments of Task
Add Tag to Task
Ready to use Apptivo CRM and Asana automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when a New Task is created in a Project.
New Story
Triggeres when a new story is added to a task.
Completed Task
Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.
New Tag Created
Triggeres when you create a new tag
New Comment
Triggers when a new comment is added on a task.
New Project
Triggers when a new Project is created.
Do thisActions
Action is the task that follows automatically within your Apptivo CRM integrations.
List Opportunities
Fetches configuration data for opportunities from the Apptivo API
List Cases
Fetches configuration data for cases from the Apptivo API
List Leads
Fetches configuration data for leads from the Apptivo API
List Customers
Fetches configuration data for customers from the Apptivo API
List Contacts
Return all the contacts configuration data with JSON format
Search Leads by Email ID
This method used to get the number of leads in Apptivo based on the email address.
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Frequently Asked Questions
To start, connect both your Apptivo CRM and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in Apptivo CRM triggers actions in Asana (or vice versa).
Absolutely. You can customize how Apptivo CRM data is recorded in Asana. This includes choosing which data fields go into which fields of Asana, setting up custom formats, and filtering out unwanted information.
The data sync between Apptivo CRM and Asana typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apptivo CRM and Asana. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn MoreAbout Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
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