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Connect Salesforce to Asana

Build an AI agent that works across Salesforce and Asana, on a schedule or when you click Run.

24 source actions
20 target actions
Reverse direction supported

Why Connect Salesforce & Asana?

Read what you need from Salesforce

Your agent uses Salesforce's documented actions to pull the records it needs, each time it runs.

Run a Asana action

Then it uses one of 20 documented actions, such as Add Task To Section, Create Project, Create Subtask.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

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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

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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

Integration Features

24 documented Salesforce actions
20 documented Asana actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Asana to Salesforce direction

Capability Examples

Salesforce trigger → Asana action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

AsanaAsana

Add Task To Section

Asana trigger → Salesforce action

Reverse direction
AsanaAsana

New Project Added To Workspace (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Asana accounts

2

Describe the Job

Say what to read from Salesforce and what to do in Asana

3

Choose an Action

Select the documented Asana operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Salesforce events yet.

Automated Actions

Use 20 documented Asana actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theSalesforce and Asana actions it needs.

Your Own Accounts

You connect your own Salesforce and Asana accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Asana to Salesforce for bidirectional automation

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All Salesforce Integrations

Explore all available Salesforce connections

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All Asana Integrations

Explore all available Asana connections

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Ready to Connect Salesforce & Asana?

Build this agent in Mazaal AI and test it on your ownSalesforce and Asana data.

Start building

Rather not build it yourself? We set up one Salesforce to Asana agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod