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 Deal

Triggers when a new deal is created

New Ticket

Triggers when a new ticket is created

Task section changed

Triggers when a change is made in a task section

Workspace or organization created

Triggers when a new workspace or organization is created

Project created

Triggers when a new project is created

Team created

Triggers when a team is created in the selected organization

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

Task completed

Triggers when an existing task is completed

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

Task tagged

Triggers when a task is tagged in the selected project

All Actions - Actions are the automated tasks

Create Task

Creates a task for the selected contact

Create Company

Creates a new company

Create Contact

Creates a new contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Create Deal

Creates a new deal

Create project in team

Creates a new project in the selected team

Add task to section

Adds a new task to the specified section

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create subtask

Creates a new subtask under the specified task

Create story

Creates a new story for the specified task

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches a task by its GID

Fetch user

Fetches the details of an existing user by email

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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