Connect Asana and Pipeline CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Story
Completed Task
New Tag Created
New Comment
New Project
Choose an Action
Automatically do this!
List Calender Entries
List Companies
List Deals
List Lead Sources
List Lead Statues
Search User by Email
Create Activity
Create Event
Create Task
Create Company
Create Deal
Create Person
Update Company
Update Deal
Update Person
Ready to use Asana and Pipeline CRM automations
Explore more automations built by businesses and experts
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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 Asana integrations.
Create a Project
Add a new project.
Delete a project
Deleting a project using project gid.
Create a Task
Creats a new task.
Update a Task
Update an existing task.
Create Section
Create a new section in the selected Asana project; optionally insert it before or after an existing section.
Create Subtask
Create a subtask under a specified parent task in Asana.
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Frequently Asked Questions
To start, connect both your Asana and Pipeline CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Pipeline CRM (or vice versa).
Absolutely. You can customize how Asana data is recorded in Pipeline CRM. This includes choosing which data fields go into which fields of Pipeline CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Pipeline CRM 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 Asana and Pipeline CRM. 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 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 MoreAbout Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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