Salesflare
Asana

Find Tasks for New Accounts

Automate task searches seamlessly. Enhance efficiency with AI-driven workflows. Connect new account events to actionable insights.

When this happens...

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

-

automatically do this!

Search Tasks
Searches for a Task by name within a Project.

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 the new account event from Salesflare with Asana allows teams to automatically search for relevant tasks when new accounts are created. This seamless automation reduces manual oversight and enhances workflow efficiency by ensuring critical tasks are identified quickly. By leveraging AI orchestration, businesses can improve their resolution speed and streamline customer support processes, ultimately leading to higher customer satisfaction and productivity.

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