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.
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.

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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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