■Overview
The flow "Automatically register new Salesforce opportunity information as a project in Asana" is a business workflow that streamlines 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 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 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 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 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 uploadedWhen a calendar event is createdWhen a calendar event is updatedWhen a calendar event is deleted
Get Lead recordsUpdate Lead RecordsCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account recordsUpdate Account recordsCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity recordsCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact recordsCreate Contact RecordsSearch 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 Opportunity RecordLog Activity on ContactCreate To-Do on LeadCreate ToDo on Account ObjectCreate Task on OpportunityCreate Task on ContactLog Activity 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 PersonAdd Email Message to Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectLog Activity on Custom ObjectGet Content Document IDs Associated with a RecordGet Latest Content Version IDDownload FilesGet Contract RecordUpdate Contract recordsCreate Contract Object 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Associate a Contract record with an Opportunity record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 GroupGet File NameGet Email Messages
