Create a deal in Bitrix24 when a task is added to Asana

■Overview

Manually entering information into the task management tool Asana and the CRM Bitrix24 after receiving inquiries or acquiring leads through a form is time-consuming and can lead to input errors or missed follow-ups. With this workflow, a Deal is automatically created in Bitrix24 whenever a task is added to Asana. By connecting Asana and Bitrix24, you can eliminate the need for duplicate manual entry and respond to customers quickly and accurately.

■Who Is This Template For?

• Those who use Asana and Bitrix24 together and manually transfer information from forms
• Those experiencing omissions or delays in processes for creating tasks or registering deals based on form submissions
• Those who want to streamline the initial steps of sales or support operations through app integrations

■Benefits of Using This Template

• Task creation in Asana and Deal creation in Bitrix24 are automatically completed when a form is submitted, reducing the time previously spent on manual work
• Because the system automatically transfers data, it prevents human errors such as manual transcription mistakes and missed follow-ups, helping improve operational quality

■Workflow

1. First, connect Asana and Bitrix24 with Yoom
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
3. Next, set the “Extract Text” action as an operation to extract fields from the Asana task description.
4. Finally, select Bitrix24 as an operation, set the “Create Deal” action, and create a Deal based on the extracted information

* “Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger runs

■Customization Options

• In Bitrix24’s “Create Deal” action, configure the Deal title, assignee, pipeline, and other settings. Similarly, use the information collected through the form to automatically populate the deal details

■Notes

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