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.
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

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.

Similar integrations
No items found.

About

Asana

Asana helps teams coordinate projects and tasks, ensuring everyone is aligned on goals, regardless of location.

Similar integrations
No items found.

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