Integrate Agile CRM with Asana
Send information between Agile CRM and Asana automatically, without writing any code, using Zoho Flow.
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Create tasks in Asana as tasks are initiated in Agile CRM
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will set up a new task in Asana whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow adds a new task to the specified section in Asana.
Create tasks in Asana as tasks are initiated in Agile CRM
Agile CRM + Asana
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Supported triggers and actions
Integrate Agile CRM and Asana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
Workspace or organization created
Triggers when a new workspace or organization is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task tagged
Triggers when a task is tagged in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated
Task completed
Triggers when an existing task is completed
Task or subtask created
Triggers when a new task or subtask is created
User added
Triggers when a new user is added in the selected workspace
Project updated
Triggers when the details of an existing project are updated
Tag added
Triggers when a new tag is added in the selected workspace
Team created
Triggers when a team is created in the selected organization
Task section changed
Triggers when a change is made to a task section
Subtask created
Triggers when a new subtask is created
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Duplicate project
Creates a duplicate copy of an existing project with a different name
Create task
Creates a new task in the selected project
Add task to section
Adds a new task to the specified section
Create project from template
Creates a new project from the selected template
Create story
Creates a new story for the specified task
Create project in workspace
Creates a new project in the selected workspace
Create subtask
Creates a new subtask under the specified task
Create project in team
Creates a new project in the selected team
Create task in project
Creates a new task with custom fields in the selected project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update task in project
Updates the details (include custom fields) of an existing task
Fetch task in project
Fetches the details (including custom fields) of an existing task in a project by its GID
Fetch user
Fetches the details of an existing user by email
Fetch task
Fetches a task by its GID
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is Asana?
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.
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