Connect Asana and Salesforce to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Created
New Story Added
Task Completed
New Tag Created
New Comment Added
New Project Created
Choose an Action
Automatically do this!
Add Contact to Campaign
Add Lead To Campaign
Create Attachment
Create Contact
Create Note
Update Contact
Create Lead
Update Lead
Create Account
Create Campaign
Search Record by Query
Create Event
Ready to use Asana and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Runs when a new task is created in your project.
New Story Added
Runs when a new story is added to a task.
Task Completed
Runs when a task in a project is marked as completed, excluding subtasks.
New Tag Created
Runs when a new tag is created in your workspace
New Comment Added
Runs when a new comment is added to a task.
New Project Created
Runs when a new project is created in Asana.
Do thisActions
Action is the task that follows automatically within your Asana integrations.
Create Task or Subtask
Create a task or subtask
Assign Task to User
Assigns a task to a specific user.
Create Duplicate Task
Creates a copy of an existing Asana task, optionally including assignee, attachments, dates, subtasks, tags, and other selected fields.
Find Project
Finds an existing project.
Get Task Details
Gets details for a specific task or lists tasks by project, section, tag, or workspace.
Add Tag to Task
Adds one or more tags to the specified task in the selected workspace and project.
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Frequently Asked Questions
To start, connect both your Asana and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how Asana data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between Asana and Salesforce 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 Salesforce. 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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
Learn More
