Salesflare
Asana

Automated Task Creation for New

Effortlessly streamline your workflows. Instantly create tasks as new accounts are added. Enhance your team's productivity and focus.

When this happens...

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

-

automatically do this!

Create Task from Template
Creates a new task from a task template.

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 businesses to automate task creation whenever new accounts are registered. This connection eliminates manual entry, ensuring that tasks related to new accounts are promptly generated from predefined templates. By automating this process, teams can focus on higher-priority tasks, resulting in improved efficiency and faster resolution times in customer support operations. This integration is essential for organizations looking to enhance their workflow and maintain a competitive edge.

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