Salesflare
Asana

Automate Task Creation from Opportunities

Streamline your workflow with automated task creation. Enhance collaboration and focus on critical activities. Transform opportunities into actionable tasks effortlessly.

When this happens...

New Opportunity Event
Trigger new events when new opportunities are created.

-

automatically do this!

Create Task from Template
Creates a new task from a task template.

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 tasks based on new opportunities. This integration eliminates manual task creation, ensuring that your team can swiftly move from identifying potential sales to executing the next steps. By utilizing a predefined task template, organizations can maintain consistency in their processes while saving time and effort. This automation empowers teams to focus on closing deals rather than getting bogged down by administrative tasks, ultimately improving productivity and respon...

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