Salesflare
Asana

Task Creation on New Opportunity

Streamline task management effortlessly. Link opportunity creation to actionable tasks. Enhance productivity with automated workflows.

When this happens...

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

-

automatically do this!

Create Task
Creates a new task.
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Explore Triggers and Actions

Triggers
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Actions
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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.
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

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.

Similar integrations
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About

Asana

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

Similar integrations
No items found.

Why

Salesflare

+

Asana

= Perfect Match

Integrating Salesflare with Asana allows teams to automate their workflow by creating tasks whenever a new sales opportunity arises. This seamless connection ensures that important follow-ups and actions are never overlooked, enhancing team collaboration and efficiency. By reducing manual input, your team can focus on converting leads faster and improving overall customer satisfaction, making it easier to manage and drive sales success.

Popular App Usecases

Instant Task Creation from Opportunities
Automate task creation when new sales opportunities arise.
Automate Subitem Creation
Automatically add subitems for every new opportunity created.
Streamline Contact Management
Automate contact deletions for a cleaner database.
Streamline Account Item Creation
Automate item creation for new accounts seamlessly.
Automatically Add New Contacts
Create contacts from new sales opportunities effortlessly.
Streamlined Task Management
Automatically fetch tasks when new opportunities arise.
Automate Customer Onboarding
Instantly create contacts for efficient follow-up.
Automate Task Retrieval on Account
Instantly find Asana tasks upon new account creation.
Automatically Find Items for New
Effortlessly search items when new accounts are added.

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AI That Works for Support Teams

From voice to workflows, see Ayudo in action.

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