Salesflare
Asana

Automate Task Retrieval Efficiently

Streamline your task management effortlessly. Automatically locate tasks as opportunities arise. Enhance productivity by reducing manual lookups.

When this happens...

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

-

automatically do this!

Find Task by ID
Searches for a task by id. Returns the complete task record for a single task.

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

This integration between Salesflare and Asana automates the process of task retrieval upon the creation of new opportunities. When a new opportunity is triggered in Salesflare, it seamlessly initiates a search for the corresponding task in Asana based on the task ID. This not only saves time but also minimizes the risks of errors that come with manual tracking, leading to a more efficient project management experience.

Built by folks who built