Connect Salesforce to Asana

Use 10 documented Salesforce triggers to run 20 documented Asana actions.

10 source triggers

20 target actions

Reverse direction supported

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Why Connect Salesforce & Asana?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Asana action

Send the event into one of 20 documented actions, such as Add Task To Section, Create Project, Create Subtask.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Asana

Triggers (12)

New Project Added To Workspace (Instant)

Emit new event for each new project added to a workspace.

webhook

New Story Added To Project (Instant)

Emit new event for each story added to a project.

webhook

New Subtask (Instant)

Emit new event for each subtask added to a project.

webhook

New Completed Task (Instant)

Emit new event for each task completed in a project.

webhook

New Tag

Emit new event for each tag created in a workspace.

polling

New Tag Added To Task (Instant)

Emit new event for each new tag added to a task.

webhook

New Tags added to any task (Instant)

Emit new event each time a tag is added to any task, optionally filtering by a given set of tags.

webhook

New Task (Instant)

Emit new event for each task added to a project. See docs here

webhook

New Task Assigned in Project (Instant)

Emit new event each time a task is assigned, reassigned or unassigned.

webhook

New Task Field Updated In Project (Instant)

Emit new event whenever given task fields are updated.

webhook

New Task Updated In Project (Instant)

Emit new event for each update to a task.

webhook

New Team

Emit new event for each team added to an organization.

polling

Actions (20)

Add Task To Section

Add a task to a specific, existing section. This will remove the task from other sections of the project. See the documentation

Create Project

Create a new project in a workspace or team. See the documentation

Create Subtask

Creates a new subtask and adds it to the parent task. See the documentation

Create Task

Creates a new task. See the documentation

Create Task Comment

Adds a comment to a task. See the documentation

Create Task from Template

Creates a new task from a task template. See the documentation

Delete Task

Deletes a specific and existing task. See the documentation

Find Task by ID

Searches for a task by id. Returns the complete task record for a single task. See the documentation

Get list of user projects

Return list of projects given the user and workspace gid. See the documentation

Get Tasks From Task List

Returns tasks from the user's personal **My Tasks** inbox — NOT a project task list. Use this when the user asks for 'my tasks', 'my task list', or 'My Tasks'. Only a workspace GID is needed; no project GID required. See the documentation

List Organizations Options

Retrieves available options for the Organizations field.

List Task Stories

List stories (including comments) for a task. See the documentation

List Teams

Retrieves all teams in a specified Asana workspace. Use this action to discover available teams for creating projects, adding team members, or organizing work by department. Requires a workspace GID, which you can obtain from the **List Workspaces** action. The authenticated user must have access to the workspace; only teams visible to the user are returned. Results are paginated (default 25, max 100 per page); use the returned offset token to fetch additional pages. To include optional fields like description, visibility, or access levels, specify them in Opt Fields. Consider following up with **Create Project** to create a project under a team, or **List Users** to find team members. See the documentation

List Users

Retrieves all users in a specified Asana workspace. Use this action to populate assignee choices for tasks, verify workspace membership, or audit user access. Requires a workspace GID, which you can obtain from the **List Workspaces** action. The authenticated user must have access to the workspace. Results are paginated; use the returned offset token to fetch additional pages. To include optional fields like email or photo, specify them in Opt Fields. Consider following up with **Create Task** or **Update Task** to assign work to the retrieved users. See the documentation

List Workspaces

List workspaces available to the authenticated Asana account. Use this when you need a workspace GID before running **List Teams** or other workspace-scoped actions. optFields can include optional workspace properties such as email_domains and is_organization; leave offset empty for the first page and pass a returned offset token (for example, 3:0:abcdef123456) to fetch the next page. See the documentation

Search Projects

Finds an existing project. See the documentation

Search Sections

Searches for a section by name within a particular project. See the documentation

Search Tasks

Searches for a Task by name within a Project. See the documentation

Search Tasks Premium

Searches for a task by name, assignee, section, project, completed since, and modified since. Requires a Premium Asana account. See the documentation

Update Task

Updates a specific and existing task. See the documentation