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

Order created

Triggers when a new order is created

Opportunity created

Triggers when a new opportunity is created

Appointment created

Triggers when a new appointment is created

Contact created

Triggers when a new contact is created

Event created

Triggers when a new event is created

Product created

Triggers when a new product is created

Activity created

Triggers when a new activity is created

User created

Triggers when a new user is created

Company created

Triggers when a new company 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 appointment

Creates a new appointment

Create product

Creates a new product

Create company

Creates a new company

Create order

Creates a new order

Create contact

Creates a new contact

Create activity

Creates a new activity

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 Upsales?

Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can 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

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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

Owain ap Rees

Sales Director, Artico

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

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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