■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.
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)
Get all projects
Get projects in a specific team
Create a project
Get task count in a project
Add members to a project
List sections in a specific project
Get section details
Create section
List tasks in a specific project
List tasks in a specific section
Add Task
Get task details
Get a user's task list
List workspaces
Add user to workspace
Add user to team
Mark task as complete
Update task
When a new task is added to a specific projectWhen a new task is added to a specific sectionWhen a task is completed in a specific projectWhen a task is completed in a specific sectionWhen a task is created or updated in a specific projectWhen a task is created or updated in a specific sectionWhen a project is created (Webhook)
Get all projectsGet projects in a specific teamCreate a projectGet task count in a projectAdd members to a projectList sections in a specific projectGet section detailsCreate sectionList tasks in a specific projectList tasks in a specific sectionAdd TaskGet task detailsGet a user's task listList workspacesAdd user to workspaceAdd user to teamMark task as completeUpdate taskMove task to another sectionAdd subtaskDuplicate taskAdd collaborators to taskRemove collaborators from taskUpdate task custom fieldsCreate project from project templateDelete taskGet user informationGet list of overdue tasks in a specific sectionGet list of overdue tasks in a specific projectAdd comment to taskGet subtasks listAttach fileGet users listSearch tasksGet attached file informationGet file download URLDownload fileUpdate projectGet project template listGet team list in workspaceAdd task to sectionUpdate dropdown custom field optionsGet custom field settings listList sectionsUpdate task date custom field (date only)Update task date-type custom field (including time)Archive projectCreate status updateGet portfolio listGet goals listGet status updateGet goal details
When a new lead is createdWhen a new account is createdWhen an account is created or updatedWhen a lead is created or updatedWhen 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)
Get List of Lead IDsGet Lead DetailsCreate LeadUpdate Lead InformationSearch LeadsGet List of Account IDsGet Account DetailsCreate AccountUpdate Account InformationSearch AccountsUpdate lead custom fieldsUpdate account custom fieldsGet deal ID listGet deal informationCreate dealUpdate Deal InformationSearch Deal InformationAttach File to LeadAttach File to AccountAttach File to DealGet lead attachment detailsDownload lead attachmentGet account attachment detailsDownload account attachmentGet deal attachment detailsDownload Deal Attachment FileGet Contact DetailsCreate ContactUpdate ContactSearch ContactsAttach File to ContactGet Contact Attachment InformationDownload Contact AttachmentCreate TaskGet TaskSearch TasksCreate EventGet EventSearch EventsUpdate Deal Custom FieldsGet CallGet Fields of a Specific TabCreate Record in Custom ModuleSearch Records in Custom ModuleUpdate Record in Custom ModuleDelete custom module recordGet specific custom module recordSearch callsGet call detailsSearch webhooksGet Contact ID ListUpdate Lead Custom Field (Multi-Select)Update Account Custom Field (Multi-Select)Update Deal Custom Field (Multi-Select)Get records using a COQL query
