Salesflare
Asana

Automate Task Creation for Accounts

Streamline your task management process. Instantly create tasks when new accounts are added. Enhance your workflow efficiency.

When this happens...

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

-

automatically do this!

Create Task
Creates a new task.

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 you to automate the task creation process whenever a new account is registered. This connection ensures that every new account leads to actionable tasks in Asana, minimizing the risk of oversight and improving team collaboration. By automating such mission-critical workflows, teams can focus on high-impact activities rather than repetitive administrative tasks, ultimately leading to quicker resolution times and improved customer satisfaction.

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