Connect Asana and Capsule CRM
Integrate Asana with Capsule CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List opportunities from Capsule CRM when New Story Added in Asana
List milestones in Capsule CRM when New Story Added in Asana
List lost reasons from Capsule CRM when New Story Added in Asana
List task categories from Capsule CRM when New Story Added in Asana
List users from Capsule CRM when Task Completed in Asana
Popular Asana + Capsule CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Asana
When this happens...
New Task Created
New Story Added
Task Completed
When a new tag is created
When a new comment is added to a task
When a new project is created
When a task is assigned
Task Reopened /Mark Incomplete
Choose an action
Capsule CRM
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
List opportunities from Capsule CRM when New Story Added in Asana
Use this flowList milestones in Capsule CRM when New Story Added in Asana
Use this flowList lost reasons from Capsule CRM when New Story Added in Asana
Use this flowList task categories from Capsule CRM when New Story Added in Asana
Use this flowList users from Capsule CRM when Task Completed in Asana
Use this flowUpdate Contact in Capsule CRM when When a new tag is created in Asana
Use this flowFind Milestone in Capsule-crm when When a new tag is created in Asana
Use this flowList tasks from Capsule CRM when When a new tag is created in Asana
Use this flowList users from Capsule CRM when When a new tag is created in Asana
Use this flowList lost reasons from Capsule CRM when When a new tag is created in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between Asana and Capsule CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when new task created
New Story Added
Runs when a new story is added to a task.
Task Completed
Add errorComponent to Task Completed trigger code blocks
When a new tag is created
Runs the workflow automatically when a new tag is created in the selected workspace.
When a new comment is added to a task
Runs the workflow automatically whenever a new comment is added to a task, either on a specific task or on tasks within a selected project.
When a new project is created
Runs the workflow automatically whenever a new project is created.
Do thisActions
Action is the task that follows automatically within your Asana integrations.
Create Task or Subtask
Create a task or subtask and set assignee, start/due dates, notes, followers, tags, and custom fields.
Assign Task
Assign a task to a user by their email address.
Duplicate Task
Copy an existing task and optionally include assignee, attachments, dates, subtasks, tags, and other selected fields.
Find Project
Locate a project by its GID and return the requested project details (for example: gid, name, workspace, owner, team, members, followers, custom fields, or current status).
Get Task Details
Get a task or list of tasks
Add Tags to Task
Add one or more existing or new tags to a task; create tags in the workspace if needed.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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.
Learn moreSimilar apps
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Asana and Capsule CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Asana and Capsule CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Capsule CRM. No coding required.
Yes. You can set up a workflow where Asana triggers actions in Capsule CRM, and a separate workflow where Capsule CRM triggers actions in Asana. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Asana and Capsule CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Asana and Capsule CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
