Zendesk Sell
Asana

Automate Task Search on Deal

Streamline deal management effortlessly. Instantly search tasks upon new deal creation. Enhance your workflow efficiency.

When this happens...

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.

-

automatically do this!

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

Explore Triggers and Actions

New Deal Created
Trigger new event when a new deal is created in Zendesk Sell.
New Contact Created
Trigger new event when a new contact is created in Zendesk Sell.
New Lead Created
Trigger new event when a new lead is created in Zendesk Sell.
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

Zendesk Sell

and

Asana

, and how they work together to automate your workflows.

About

Zendesk Sell

Zendesk Sell is a modern CRM that enhances productivity, pipeline visibility, and revenue growth, crucial for effective customer support operations.

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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

Zendesk Sell

+

Asana

= Perfect Match

Creating a seamless connection between Zendesk Sell and Asana significantly reduces the time spent on task management. When a new deal is created in Zendesk Sell, the trigger automatically initiates a search for related tasks in Asana. This high-value automation not only optimizes your workflow but also ensures that your team remains aligned and focused on priority tasks, driving productivity and enhancing customer satisfaction.

Built by folks who built