Integrate Upsales with Asana

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Create a new task in Asana when a order is created in Upsales

Prevent new orders from being forgotten or delayed by creating tasks. This flow will initiate a new task in Asana whenever an order is created in Upsales.

How it works
  1. The flow triggers when a new order is created in Upsales.
  2. Zoho Flow creates a new task in the selected project in Asana.
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Create a new task in Asana when a order is created in Upsales

Upsales + Asana

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Supported triggers and actions

Integrate Upsales and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Order placed

Triggers when a new order is placed

User created

Triggers when a new user is created

Appointment created

Triggers when a new appointment is created

Activity created

Triggers when a new activity is created

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Event created

Triggers when a new event is created

Contact created

Triggers when a new contact is created

Subtask created

Triggers when a new subtask is created

User added

Triggers when a new user is added in the selected workspace

Task or subtask created

Triggers when a new task or subtask is created

Task completed

Triggers when an existing task is completed

Task or subtask updated

Triggers when the details of an existing task or subtask are updated

Task tagged

Triggers when a task is tagged in the selected project

Team created

Triggers when a team is created in the selected organization

Tag added

Triggers when a new tag is added in the selected workspace

Task section changed

Triggers when a change is made to a task section

Project updated

Triggers when the details of an existing project are updated

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Workspace or organization created

Triggers when a new workspace or organization is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create contact

Creates a new contact

Create appointment

Creates a new appointment

Create order

Creates a new order

Create activity

Creates a new activity

Create product

Creates a new product

Create subtask

Creates a new subtask under the specified task

Create project in workspace

Creates a new project in the selected workspace

Add task to section

Adds a new task to the specified section

Create task

Creates a new task in the selected project

Duplicate project

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

Create story

Creates a new story for the specified task

Create project from template

Creates a new project from the selected template

Create task in project

Creates a new task with custom fields in the selected project

Create project in team

Creates a new project in the selected team

Update project

Updates the details of an existing project

Update task in project

Updates the details (include custom fields) of an existing task

Update task

Updates the details of an existing task

Fetch task

Fetches a task by its GID

Fetch user

Fetches the details of an existing user by email

Fetch task in project

Fetches the details (including custom fields) of an existing task in a project by its GID

What is Upsales?

Upsales is a sales and marketing platform. You can target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports to be sent to your team.

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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

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Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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