
When this happens...
New Contact

Automatically do this!
Create Task or Subtask
Assign Task to User
Create Duplicate Task
Find Project
Get Task Details
Add Tag to Task
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Runs when a new task is created in your project.
Runs when a new story is added to a task.
Runs when a task in a project is marked as completed, excluding subtasks.
Runs when a new tag is created in your workspace
Runs when a new comment is added to a task.
Action is the task that follows automatically within your LionDesk integrations.
Creates a new contact in Liondesk.
Start an existing campaign for a contact.
Update the hotness of a contact.
Search for a contact in your LionDesk account.
Get a list of all campaigns.
Get a list of all contacts.

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To start, connect both your LionDesk and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Asana (or vice versa).
Absolutely. You can customize how LionDesk 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 LionDesk 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 LionDesk 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.
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn MoreOrganize 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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