Salesflare
Asana

Automate Task Creation Upon Account

Streamline your task management. Automatically generate tasks with each new account. Enhance accountability and focus.

When this happens...

New Account Event
Trigger new events when new accounts are created.

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automatically do this!

Add Task To Section
Add a task to a specific, existing section. This will remove the task from other sections of the project.

Explore Triggers and Actions

New Account Event
Trigger new events when new accounts are created.
New Contact Event
Trigger new events when new contacts are created.
New Opportunity Event
Trigger new events when new opportunities are created.
New Task Event
Trigger new events when new tasks are created.
New Workflow Event
Trigger new events when new workflows are created.
Search Projects
Finds an existing project.
Search Sections
Searches for a section by name within a particular project.
Search Tasks
Searches for a Task by name within a Project.
Get list of user projects
Return list of projects given the user and workspace gid.
Update Task
Updates a specific and existing task.
List Task Stories
List stories (including comments) for a task.

About the apps

Learn more about

Salesflare

and

Asana

, and how they work together to automate your workflows.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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About

Asana

Asana helps teams coordinate projects and tasks, ensuring everyone is aligned on goals, regardless of location.

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Why

Salesflare

+

Asana

= Perfect Match

Integrating Salesflare with Asana allows teams to automate task creation each time a new account is established. By triggering an action that adds tasks to specific sections, you eliminate manual tracking and promote efficient project management. This integration not only speeds up your workflows but also ensures that every new account receives the attention it deserves, helping your team stay organized and responsive to customer needs.

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