Connect Asana and Pipeliner Cloud 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 All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Ready to use Asana and Pipeliner Cloud automations
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.
Update a project
Update a existing projects.
Assign a Task to a User
Assign a Task to a specific User.
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Frequently Asked Questions
To start, connect both your Asana and Pipeliner Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Pipeliner Cloud (or vice versa).
Absolutely. You can customize how Asana data is recorded in Pipeliner Cloud. This includes choosing which data fields go into which fields of Pipeliner Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Pipeliner Cloud 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 Pipeliner Cloud. 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 Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
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