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
  1. The flow triggers when a new task is created in Agile CRM.
  2. Zoho Flow adds a new task to the specified section in Asana.
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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.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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