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Salesforce + Asana Integrations

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Connect Salesforce to Asana
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Asana + your other apps
Related blog posts
FAQ

Salesforce + Asana integrations

Salesforce > Asana

Trigger

Last triggered

Opportunity stage reached

Create task

Overview

Connect Salesforce to Asana in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Asana, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Asana, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Asana integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Asana integrations to trigger actions across your apps

Preview of Use any of these Asana actions in your Relay.app workflows.

Preview of Add any Asana action to your workflow.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Asana integrations to trigger actions across your apps

Use any of these Asana actions in your Relay.app workflows.

Add any Asana action to your workflow.

Example Salesforce + Asana workflows

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Automate creating new tasks in Salesforce from Asana

Relay.app is an automation tool that lets you automate actions across Asana, Salesforce and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce "Create record" action for each Asana "New task added" event.

Try it

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Automatically create task in Asana for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each task completed in Asana

Try it

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Duplicate task automatically in Asana for each opportunity stage changed in Salesforce

Try it

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Automatically update record in Salesforce for each project added in Asana

Try it

Inspirational workflows

Visit the template gallery ➔

Action item extractor

Convert email meeting notes into Slack summaries and Asana tasks using AI

Relay.app workflow screenshot: Action item extractor

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Asana Actions

Project

library_add

Instantiate project template

Task

attach_file

Add attachment to task

add_comment

Add comment to task

person_add

Add follower to task

add_box

Add project to task

add

Create task

add

Create task from template

delete

Delete task

content_copy

Duplicate task

Find task(s)

move_up

Move task to section

remove_circle_outline

Remove task from project

edit

Update task

schedule

Wait until task completed

Task without project

Find task without project(s)

User

Find user(s)

Workspace

add

Create project

Find project(s)

Asana Triggers

Task

add

Comment added to task

add

New task added

edit

Task changed

check_circle

Task completed

target

Task first meets conditions

Workspace

add

New project added

edit

Project changed

target

Project first meets conditions

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Create your own Salesforce + Asana integration

Select a trigger in Salesforce

Select an action in Asana

Create your workflow

Or automate Asana + Salesforce

Select a trigger in Asana

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Asana to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Asana with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Asana to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Asana to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Asana?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Asana that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Asana—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.