Integrate Agile CRM with Asana

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

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Supported triggers and actions

Integrate Agile CRM and Asana using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Task

Triggers when a new task is created

New Ticket

Triggers when a new ticket is created

New Deal

Triggers when a new deal is created

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Team created

Triggers when a team is created in the selected organization

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

Workspace or organization created

Triggers when a new workspace or organization is created

Task completed

Triggers when an existing task is completed

Project created

Triggers when a new project is created

Task updated

Triggers when the details of an existing task are updated

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

All Actions - Actions are the automated tasks

Add note to contact

Adds a note to an existing contact

Create Deal

Creates a new deal

Create Task

Creates a task for the selected contact

Create Ticket

Creates a new ticket

Create Event

Creates a new event

Add note to deal

Adds a note to an existing deal

Create Company

Creates a new company

Create Contact

Creates a new contact

Update Company

Updates the details of an existing Company based on company ID

Update Task

Updates the details of an existing Task based on task ID

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

Create project in workspace

Creates a new project in the selected workspace

Create subtask

Creates a new subtask under the specified task

Create project from template

Creates a new project from the selected template

Create story

Creates a new story for the specified task

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 task

Creates a new task 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 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

Fetch user

Fetches the details of an existing user by email

What is Agile CRM?

Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.

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.

Learn more >

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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