Efficient Task Management

Streamline your workflow seamlessly. Transform new opportunities into actionable tasks. Boost team productivity instantly.

When this happens...

New Opportunity Event

Trigger new events when new opportunities are created.

automatically do this!

Create Subtask

Creates a new subtask and adds it to the parent task.

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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

The integration between Salesflare and Asana empowers teams to convert new sales opportunities into manageable subtasks effortlessly. When a new opportunity is detected in Salesflare, a subtask is automatically generated in Asana, ensuring that your project management stays in sync with sales activities. This eliminates manual entry and miscommunication, allowing teams to focus on delivering results while improving overall efficiency in task management.