Asana + Salesforce
Create new Asana projects from templates whenever Salesforce records are updated
Keep your projects in Asana updated in real time whenever there's an update to a field in your Salesforce records. This automation ensures that every time a Salesforce record field is updated, a new project is instantly created from a template in Asana, helping you save time and maintain consistency across your project management. You can now stay on top of your tasks without having to manually transfer updates from one platform to another.
Keep your projects in Asana updated in real time whenever there's an update to a field in your Salesforce records. This automation ensures that every time a Salesforce record field is updated, a new project is instantly created from a template in Asana, helping you save time and maintain consistency across your project management. You can now stay on top of your tasks without having to manually transfer updates from one platform to another.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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