Asana Zoho CRM
When a task is registered in Zoho CRM, add it to Asana.
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Asana Zoho CRM

When a task is registered in Zoho CRM, add it to Asana.

Yoom's Asana ＆  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

This is a flow that adds tasks to Asana when they are registered in Zoho CRM.

‍

■Recommended for‍

1. Those who use Zoho CRM for business

・Those who utilize it for customer task management

・Those who centrally manage customer information with Zoho CRM

‍

2. Those who use Asana for business

・Those who centrally manage team tasks with Asana

・Those who use multiple task management tools to proceed with work

‍
■Benefits of using this template

Zoho CRM can streamline sales activities and centrally manage customer information.
In task management for sales activities, if you are using Zoho CRM for customer tasks and Asana for team tasks, you might find the manual addition to Asana cumbersome.

This template allows tasks registered in Zoho CRM to be automatically added to Asana, streamlining manual work.
Even if you are managing tasks using different tools, seamless data integration can reduce the burden of management tasks.

Additionally, by sending notifications from chat tools after adding tasks to Asana, you can facilitate smooth information sharing within the team.

‍

■Notes‍

・Please integrate Zoho CRM and Asana with Yoom respectively.

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API Actions That can be No-Code
Executable API actions
everything
Asana
Zoho CRM
Flowbot triggers
    When a new task is added to a specific project
    When a new task is added to a specific section
    When a task is completed in a specific project
    When a task is completed in a specific section
    When a task is created or updated in a specific project
    When a task is created or updated in a specific section
    When a project is created (Webhook)
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Get a list of all projects
    Get a list of projects in a specific team
    Create a project
    Get project task counts
    Add members to a project
    Get a list of sections for a specific project
    Get Section Details
    Create Section
    Get a list of tasks for a specific project
    List Tasks in a Section
    Add Task
    Get task details
    Get a User's Task List
    List Workspaces
    Add a user to a workspace
    Add a user to a team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add a subtask
    Duplicate a task
    Add collaborators to a task
    Remove a collaborator from a task
    Update task custom fields
    Create project from a project template
    Delete Task
    Get User Details
    List Tasks Past Due in a Specific Section
    Get Overdue Tasks in a Specific Project
    Add a Comment to a Task
    Get a list of subtasks
    Attach a file
    List Users
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    Get attached file information
    Get a file's download URL
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    Update Project
    List Project Templates
    List Teams in Workspace
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    Update enum options for single- or multi-select custom fields
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    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
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    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
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    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
Flowbot triggers
    When a new task is added to a specific project
    When a new task is added to a specific section
    When a task is completed in a specific project
    When a task is completed in a specific section
    When a task is created or updated in a specific project
    When a task is created or updated in a specific section
    When a project is created (Webhook)
Flowbot operations
    Get a list of all projects
    Get a list of projects in a specific team
    Create a project
    Get project task counts
    Add members to a project
    Get a list of sections for a specific project
    Get Section Details
    Create Section
    Get a list of tasks for a specific project
    List Tasks in a Section
    Add Task
    Get task details
    Get a User's Task List
    List Workspaces
    Add a user to a workspace
    Add a user to a team
    Mark Task as Complete
    Update Task
    Move Task to Section
    Add a subtask
    Duplicate a task
    Add collaborators to a task
    Remove a collaborator from a task
    Update task custom fields
    Create project from a project template
    Delete Task
    Get User Details
    List Tasks Past Due in a Specific Section
    Get Overdue Tasks in a Specific Project
    Add a Comment to a Task
    Get a list of subtasks
    Attach a file
    List Users
    Search tasks
    Get attached file information
    Get a file's download URL
    Download File
    Update Project
    List Project Templates
    List Teams in Workspace
    Add Task to Section
    Update enum options for single- or multi-select custom fields
    List custom field settings
    List Sections
    Update a task's date custom field (date only)
    Update a task's date custom field (date and time)
    Archive Project
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
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