Integrate Capsule CRM with Asana

Send information between Capsule CRM and Asana automatically, without writing any code, using Zoho Flow.

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Create tasks in Asana as tasks are initiated in Capsule CRM

Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Asana every time a new task is added in Capsule CRM.

How it works
  1. The flow triggers when a new open task is created in Capsule 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 Capsule CRM

Capsule CRM + Asana

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Supported triggers and actions

Integrate Capsule CRM and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Person

Triggers when a new person is created on Capsule CRM

New Task

Triggers when a new open task is created

New User

Triggers when a new user is added

New Case

Triggers when a new case is created

New Opportunity

Triggers when a new opportunity is created

New Organization

Triggers when a new organization is created

Task created

Triggers when a new task is created

Workspace or organization created

Triggers when a new workspace or organization is created

Team created

Triggers when a team is created in the selected organization

User added

Triggers when a new user is added in the selected workspace

Task section changed

Triggers when a change is made to a task section

Task completed

Triggers when an existing task is completed

Task tagged

Triggers when a task is tagged in the selected project

Tag added

Triggers when a new tag is added in the selected workspace

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is created

Project updated

Triggers when the details of an existing project are updated

All Actions - Actions are the automated tasks

Create Person

Creates a new person on Capsule CRM

Create Case

Creates a new case

Create Task

Creates a new task

Create Opportunity

Creates a new opportunity

Find person

Finds the details of the specified person by ID

Create project from template

Creates a new project from the selected template

Create subtask

Creates a new subtask under the specified task

Create project in team

Creates a new project in the selected team

Create story

Creates a new story for the specified task

Duplicate project

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

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Add task to section

Adds a new task to the specified section

Create task in project

Creates a new task with custom fields in the selected project

Update task in project

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

Update project

Updates the details of an existing project

Update task

Updates the details 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 Capsule CRM?

Capsule CRM is customer relationship management software that lets you manage all your contacts and documents, as well as your sales pipeline. You can attach notes, tasks, and emails and customize fields according to your needs.

CRM Premium

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

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

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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