Salesflare
Asana

Streamlined Task Management

Automate task retrieval upon account creation. Enhance workflow efficiency seamlessly. Focus on what matters most.

When this happens...

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

-

automatically do this!

Get Tasks From Task List
Returns the compact list of tasks in a user’s My Tasks list.

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 automatically generate a task list whenever a new account is created. This eliminates the need for manual task management and ensures that no important activities are overlooked. With a compact overview of tasks readily available, teams can prioritize their efforts effectively, leading to faster resolutions and improved customer satisfaction. Automating this process enhances operational efficiency and allows staff to devote more time to strategic initiatives rather than routine administrative...

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