■Overview
The workflow "Automatically register new lead information from Salesforce as tasks in Asana" is an ideal business workflow for those aiming to streamline their sales activities.
■Recommended for
■Benefits of using this template
When a new task is added to a specific project
When a new task is added to a specific section
When a task in a specific project is completed
When a task in a specific section is completed
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 record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
When a record is created or updated in the Contact object
When a new record is created in the Custom Object
When a record is created or updated in the Custom Object
When a record is registered in the Activity object
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
When a new task is added to a specific projectWhen a new task is added to a specific sectionWhen a task in a specific project is completedWhen a task in a specific section is completedWhen 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 a list of all projectsGet a list of projects in a specific teamCreate a projectGet project task countsAdd members to a projectGet a list of sections for a specific projectGet Section DetailsCreate SectionGet a list of tasks for a specific projectList Tasks in a SectionAdd TaskGet task detailsGet a User's Task ListList WorkspacesAdd a user to a workspaceAdd a user to a teamMark Task as CompleteUpdate TaskMove Task to SectionAdd a subtaskDuplicate a taskAdd collaborators to a taskRemove a collaborator from a taskUpdate task custom fieldsCreate project from a project templateDelete TaskGet User DetailsList Tasks Past Due in a Specific SectionGet Overdue Tasks in a Specific ProjectAdd a Comment to a TaskGet a list of subtasksAttach a fileList UsersSearch tasksGet attached file informationGet a file's download URLDownload FileUpdate ProjectList Project TemplatesList Teams in WorkspaceAdd Task to SectionUpdate enum options for single- or multi-select custom fieldsList custom field settingsList SectionsUpdate a task's date custom field (date only)Update a task's date custom field (date and time)
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity objectWhen a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成ユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to ChatterAdd User to Chatter Group
