Add a task to Asana when a new deal is detected in Bitrix24

■Overview

Are you manually transferring deal information managed in Bitrix24 to Asana tasks? This process is not only time-consuming but can also lead to input errors and missed follow-ups. With this workflow, you can automate the integration between Bitrix24 and Asana, automatically adding a task to Asana whenever a new deal is created. Eliminate inefficient manual work and focus on more important tasks.

■Who should use this template

• Those who use Bitrix24 and Asana and manually connect deals with tasks
• Those who want to automate the process from deal creation in Bitrix24 to task creation in Asana
• Those who want to eliminate the effort of entering data between tools and focus on core tasks

■Benefits of using this template

• When a new deal is created in Bitrix24, a task is automatically added to Asana, reducing the time spent on manual data entry
• By eliminating the need to enter information manually, you can prevent human errors such as input mistakes and missed task creation, improving operational accuracy

■Workflow steps

1. First, connect Bitrix24 and Asana to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created”
3. Finally, set Asana’s “Add a task” action as the operation and pass the deal information retrieved from Bitrix24

※“Trigger”: The action that starts the workflow; “Operation”: The action that processes data within the workflow after the trigger starts

■Customization options

• Choose which Asana project to add the task to
• You can dynamically set the task title and description using information retrieved from Bitrix24 through the trigger, such as the deal name and assignee

■Notes

• ‍‍Connect both Bitrix24 and Asana to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.