Salesforce & Asana
Automate your workflow instantly!
With Yoom, anyone can easily integrate Salesforce and Asana without any code! For example, you can add a task to Asana when an opportunity is registered in Salesforce. Start by trying out the convenient templates to integrate Salesforce and Asana right away.
Salesforce
Asana
Salesforce
Asana
Salesforce & Asana
Automate your workflow instantly!
With Yoom, anyone can easily integrate Salesforce and Asana without any code! For example, you can add a task to Asana when an opportunity is registered in Salesforce. Start by trying out the convenient templates to integrate Salesforce and Asana right away.
No-Code API Actions
Executable API actions
Automation triggers
  • 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
  • When a record is registered in the ToDo object
  • When an outbound message is received
  • When a file is uploaded
  • When a calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
  • 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)
Automation operations
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • Search Contact Records
  • Get Custom Object Record
  • Update Custom Object Record
  • Create Custom Object Record
  • Search Custom Object Records
  • Link a File to a Record
  • Upload a File to Link to a Record
  • Get the Content Document ID of the Uploaded File
  • Search 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 Report
  • Log Activity on Lead
  • Log Activity on Account
  • Log Activity on Opportunity Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity on Lead
  • Create Event on Account
  • Create Event on Opportunity
  • Create Event on Contact
  • Log Email Message to Opportunity
  • Log Email Message to Account
  • Create User Record
  • Create Email Message
  • Associate Email Message with Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object Record
  • Delete Contract Record
  • Create Calendar Event
  • Search User Records
  • Get User Record
  • Update Account Activity
  • Search Account Activities
  • Get Users
  • Get Accounts
  • Get Contact List
  • Get Opportunity List
  • Get Lead List
  • Get Case List
  • Get Campaign List
  • List Objects
  • List Custom Objects
  • List Chatter Group IDs
  • Post to User on Chatter
  • Post to Account on Chatter
  • Chatter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 Chatter
  • Post to Custom Object Chatter
  • Chatter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 Role
  • Assign 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 Chatter
  • Add User to Chatter Group
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
  • 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
  • Move task to another section
  • Add subtask
  • Duplicate task
  • Add collaborators to task
  • Remove collaborators from task
  • Update task custom fields
  • Create project from project template
  • Delete task
  • Get user information
  • Get list of overdue tasks in a specific section
  • Get list of overdue tasks in a specific project
  • Add comment to task
  • Get subtasks list
  • Attach file
  • Get users list
  • Search tasks
  • Get attached file information
  • Get file download URL
  • Download file
  • Update project
  • Get project template list
  • Get team list in workspace
  • Add task to section
  • Update dropdown custom field options
  • Get custom field settings list
  • List sections
  • Update task date custom field (date only)
  • Update task date-type custom field (including time)
  • Archive project
  • Create status update
  • Get portfolio list
  • Get goals list
  • Get status update
  • Get goal details
Flowbot triggers
  • 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
  • When a record is registered in the ToDo object
  • When an outbound message is received
  • When a file is uploaded
  • When a calendar event is created
  • When a calendar event is updated
  • When a calendar event is deleted
Flowbot actions
  • Get Lead records
  • Update Lead Records
  • Create Lead Record
  • Search Lead Records
  • Get Latest Lead Record
  • Get Account records
  • Update Account records
  • Create Account Record
  • Search Account Records
  • Get Opportunity Record
  • Update Opportunity records
  • Create Opportunity Record
  • Search Opportunity Records
  • Get Contact Record
  • Update Contact records
  • Create Contact Records
  • Search Contact Records
  • Get Custom Object Record
  • Update Custom Object Record
  • Create Custom Object Record
  • Search Custom Object Records
  • Link a File to a Record
  • Upload a File to Link to a Record
  • Get the Content Document ID of the Uploaded File
  • Search 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 Report
  • Log Activity on Lead
  • Log Activity on Account
  • Log Activity on Opportunity Record
  • Log Activity on Contact
  • Create To-Do on Lead
  • Create ToDo on Account Object
  • Create Task on Opportunity
  • Create Task on Contact
  • Log Activity on Lead
  • Create Event on Account
  • Create Event on Opportunity
  • Create Event on Contact
  • Log Email Message to Opportunity
  • Log Email Message to Account
  • Create User Record
  • Create Email Message
  • Associate Email Message with Person
  • Add Email Message to Custom Object
  • Log Activity on a Custom Object
  • Create To-Do on a Custom Object
  • Log Activity on Custom Object
  • Get Content Document IDs Associated with a Record
  • Get Latest Content Version ID
  • Download Files
  • Get Contract Record
  • Update Contract records
  • Create Contract Object Record
  • Delete Contract Record
  • Create Calendar Event
  • Search User Records
  • Get User Record
  • Update Account Activity
  • Search Account Activities
  • Get Users
  • Get Accounts
  • Get Contact List
  • Get Opportunity List
  • Get Lead List
  • Get Case List
  • Get Campaign List
  • List Objects
  • List Custom Objects
  • List Chatter Group IDs
  • Post to User on Chatter
  • Post to Account on Chatter
  • Chatter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 Chatter
  • Post to Custom Object Chatter
  • Chatter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 Role
  • Assign 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 Chatter
  • Add User to Chatter Group
  • Get File Name
  • Get Email Messages
  • Search records using SOQL
Flowbot triggers
  • 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)
Flowbot actions
  • 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
  • Move task to another section
  • Add subtask
  • Duplicate task
  • Add collaborators to task
  • Remove collaborators from task
  • Update task custom fields
  • Create project from project template
  • Delete task
  • Get user information
  • Get list of overdue tasks in a specific section
  • Get list of overdue tasks in a specific project
  • Add comment to task
  • Get subtasks list
  • Attach file
  • Get users list
  • Search tasks
  • Get attached file information
  • Get file download URL
  • Download file
  • Update project
  • Get project template list
  • Get team list in workspace
  • Add task to section
  • Update dropdown custom field options
  • Get custom field settings list
  • List sections
  • Update task date custom field (date only)
  • Update task date-type custom field (including time)
  • Archive project
  • Create status update
  • Get portfolio list
  • Get goals list
  • Get status update
  • Get goal details
Salesforce
 &
Asana

Automate Your Everyday Tasks
Salesforce
 &
Asana
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Explore apps
templates
Asana
Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
Explore apps
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Explore apps
Salesforce
templates

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
Asana
Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
Explore apps
Asana
templates

When a task is registered in Asana, this flow automatically sends a notification to Google Chat. For those who have been manually sending notifications, this flow is expected to reduce the workload. It is recommended for those who want to streamline task management and information sharing with team members.

This is a flow for adding content posted on Google Chat to Asana. By using this flow, tasks are automatically added to Asana in conjunction with information from Google Chat. This helps reduce missed tasks and improves the efficiency of task management.

This is a flow bot that adds a task to Asana when an email arrives in Outlook. Please use it for managing email response tasks in Asana. The flow bot activates when an email with a specific subject arrives in Outlook. You can freely change the subject settings and the information registered in Asana.
Explore more with Salesforce
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Explore more with Asana
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