Integrate Capsule CRM with Asana

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

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Add New Capsule CRM tasks to Asana

Need to collaborate with your teammates on important CRM activities? Use this flow to automatically create a task in Asana for each new task added to Capsule CRM.

How it works

1. A new task is added in Capsule CRM.

2. Zoho Flow adds a corresponding task in Asana.

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Add New Capsule CRM tasks to Asana

Capsule CRM + Asana

Build your own integrations between Capsule CRM and 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 Task

Triggers when a new open task is created

New Person

Triggers when a new person is created on Capsule CRM

New Case

Triggers when a new case is created

New User

Triggers when a new user is added

New Organization

Triggers when a new organization is created

New Opportunity

Triggers when a new opportunity 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

Create Opportunity

Creates a new opportunity

Create Task

Creates a new task

Create Case

Creates a new case

Create Person

Creates a new person on Capsule CRM

Find person

Finds the details of the specified person by 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 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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Sales Director, Artico

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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