Integrate Asana with Zoho CRM
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Supported triggers and actions
Integrate Asana and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user is created
New module
Triggers when a new module is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
Updated deal
Triggers when an existing deal is updated
User created or updated
Triggers when the details of an existing user are created or updated
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
Entry created or updated
Triggers when a record entry is created or updated
All Actions - Actions are the automated tasks
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
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Send mail merge
Sends a mail merge with details of the selected record
Remove tags
Removes tags from the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add tags
Adds tags to the specified record
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Update related module entry
Relates an entry in this module with an entry in another module
Update module entry
Updates the specified module entry
Add user
Adds a new user
Send email template
Sends an email to the specified users
Raise signal
Raises a signal to Zoho CRM
Add note
Adds a note to the selected module
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Draft email template
Drafts an email based on the selected template
Convert lead to contact
Converts a lead to a contact
Update user
Updates the details of an existing user based on user ID
Clone module entry
Clones an existing module entry
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch account
Fetches an account by its name or unique ID
Fetch email template
Fetches an email template by name
Fetch event
Fetches an event by its title or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch user
Fetches the details of an existing user by name or email address
Fetch contact
Fetches a contact by email address, unique ID, or name
Delete module entry
Deletes the specified entry
Cancel call
Cancels a event
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
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.
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What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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