Integrate Asana with Zoho CRM

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

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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

Tag added

Triggers when a new tag is added in the selected workspace

Task completed

Triggers when an existing task is completed

Task tagged

Triggers when a task is tagged in the selected project

Task section changed

Triggers when a change is made to a task section

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is created

Workspace or organization created

Triggers when a new workspace or organization is created

Project updated

Triggers when the details of an existing project are updated

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 created

Triggers when a new task is created

New note

Triggers when a new note is added

New user

Triggers when a new user is created

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Entry created or updated

Triggers when a record entry is created or updated

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 lead

Triggers when a new lead is created

Updated module entry

Triggers when an entry is updated in the selected module

New contact

Triggers when a new contact is created

New module

Triggers when a new module is created

All Actions - Actions are the automated tasks

Create project in workspace

Creates a new project in the selected workspace

Create project from template

Creates a new project from the selected template

Create task

Creates a new task in the selected project

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 story

Creates a new story for the specified task

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 task

Updates the details of an existing task

Update task in project

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

Update project

Updates the details of an existing project

Fetch user

Fetches the details of an existing user by email

Fetch task

Fetches a task by its GID

Fetch task in project

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

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Update related module entry

Relates an entry in this module with an entry in another module

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Send email template

Sends an email to the specified users

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

Add tags

Adds tags to the specified record

Update module entry

Updates the specified module entry

Raise signal

Raises a signal to Zoho CRM

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Fetch user

Fetches the details of an existing user by name or email address

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch email template

Fetches an email template by name

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch inventory template

Fetches an inventory template using ID

Cancel call

Cancels a event

Delete module entry

Deletes the specified entry

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.

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.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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