Update a Salesforce to-do when a task is updated in Asana

■Overview

Are you manually reflecting the progress of tasks managed in Asana in Salesforce To-Dos?
When project management and customer management are handled in separate tools, information is more likely to be entered twice or updates to be missed.
With this workflow, updates to tasks in Asana can automatically trigger the same information to be reflected in Salesforce To-Dos.
Reduce the time and effort required for manual work and human error to enable seamless information sharing.

■Who This Template Is Recommended For

• Those who use Asana and Salesforce together and manually sync task and customer information
• Managers who want to track project progress in real time in Salesforce
• Those who want to automate data integration between SaaS tools and reduce manual entry errors and workload

■Benefits of Using This Template

• Since updates to Asana tasks are automatically reflected in Salesforce To-Dos, you can reduce the time spent manually transferring and checking information.
• Prevent human errors such as incorrect entries and missed updates to maintain data accuracy.

■Flowbot Steps

1. Connect Asana and Salesforce to Yoom.
2. Select Asana as the trigger and set the action to “When a task is created or updated in a specific project.”
3. Set up branching in the operation and branch subsequent processes based on the information retrieved.
4. Set the Salesforce “Update record” action in the operation and update the To-Do based on the information retrieved from Asana.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization Options for This Workflow

• In the Asana trigger settings, specify the workspace or project you want to monitor.
• For branching, you can freely customize conditions based not only on whether a task was created or updated, but also on various information retrieved from Asana.
• For the Salesforce “Update record” action, specify the object you want to update, such as a To-Do.
  You can populate each field to be updated with values retrieved from Asana.

■Important Notes

• Connect both Asana and Salesforce to Yoom.
• Salesforce is available only on the Team and Success Plans, while branching is available on the Mini Plan and higher.
  Please note that on plans other than these, operations and data connections configured in your Flowbot may result in errors.
• Paid plans starting from the Mini Plan include a two-week free trial.
  During the free trial, you can use apps that are subject to plan restrictions.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
  The shortest available interval varies by plan.