Salesflare
Asana

Automate Task Creation Efficiently

Streamline your task management. Instantly create subtasks with every new account event. Enhance productivity effortlessly.

When this happens...

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

-

automatically do this!

Create Subtask
Creates a new subtask and adds it to the parent task.
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Explore Triggers and Actions

Triggers
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Actions
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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.
Create Project
Create a new project in a workspace or team.
Add Task To Section
Add a task to a specific, existing section. This will remove the task from other sections of the project.
Create Subtask
Creates a new subtask and adds it to the parent task.
Create Task Comment
Adds a comment to a task.
Create Task
Creates a new task.
Create Task from Template
Creates a new task from a task template.
Delete Task
Deletes a specific and existing task.
Find Task by ID
Searches for a task by id. Returns the complete task record for a single task.
Get Tasks From Task List
Returns the compact list of tasks in a user’s My Tasks list.

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.

Similar integrations
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About

Asana

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

Similar integrations
No items found.

Why

Salesflare

+

Asana

= Perfect Match

Integrating Salesflare with Asana allows organizations to automate the creation of subtasks triggered by new account events. This seamless connection eliminates manual task creation, ensuring that every new customer account prompts the addition of relevant subtasks in project management. As a result, teams can focus on delivering exceptional customer support and resolving issues faster, while maintaining a well-organized workflow.

Popular App Usecases

Categorize New Accounts Automatically
Automatically categorize items when new accounts are registered.
Automate Ticket Creation
Seamlessly turn account events into actionable support tickets.
Automate Ticket Attachments Efficiently
Automatically attach files to tickets upon account creation.
Automate Contact Updates
Streamline your contact management effortlessly.
Automate Opportunity Data Retrieval
Effortlessly find relevant items in real-time with every new opportunity.
Automate Task Creation from Opportunities
Automate task generation as new opportunities arise.
Streamline Contact Creation
Automatically create contacts when opportunities arise.
Streamline Task Story Management
Automatically compile task stories upon new opportunity creation.
Efficient Issue Retrieval
Automatically fetch issue details upon new contact creation.

Built by folks who built

AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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