Asana Salesforce

Asana + Salesforce Integrations

Put Asana + Salesforce to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Asana and Salesforce below — describe the exact one you want above and the Agent builds it on demand.

Asana + Salesforce When a subtask is completed in Asana, update the corresponding record in Salesforce.
Generate project tasks when deals are won When a deal is won in Salesforce, automatically create a project task in Asana to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in Asana, automatically update the deal stage in Salesforce to keep sales reps informed. See details
Log activity in CRM when task comments are added When a comment is added to a client task in Asana, automatically log the activity in Salesforce on the customer record. See details

Browse the full workflow library →

Looking to achieve something else with Asana and Salesforce?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Asana and Salesforce

Everything Asana and Salesforce can do inside a workflow — the triggers that start one and the actions that run when it fires.

Asana Explore Asana →

Asana is a project management and team collaboration tool designed to track tasks, organize team workflows, and manage project progress.

Triggers
Completed Task

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

New Task

Triggered when a Task is added to a Project.

New Comment on a Task

Triggers when a new Comment is added to a Task in Asana.

New Project

Triggers when a new Project is created.

New Story

Triggered when you add a new story.

New Completed Subtask

Triggers when a Subtask is completed in Asana.

Actions
Add Tag to Task

Adds a tag to an existing task.

Add Task to Section of Project

Adds a Task to a Section of a Project.

Attach File

Attaches a File to a task.

Create Duplicate Task

Duplicates an existing task.

Create Project From Template

Creates a new project from a custom template.

Create Section

Creates a new section within a project.

Salesforce Explore Salesforce →

Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.

Triggers
New Case Attachment

Triggers when a new Attachment is added to a case.

New Contact

Triggers when a new Contact is created.

New Field History Tracking Event

Triggers when a field is updated on the object specified. It will output the old and new field values.

New or Updated File on Record

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New Lead

Triggers when a new Lead is created.

New Outbound Message

Triggers when a new outbound message is received in Salesforce.

Actions
Add Contact to Campaign

Adds an existing contact to an existing campaign.

Add File to Record

Adds an existing file to an existing Record.

Add Lead to Campaign

Adds an existing lead to an existing campaign.

Call Apex REST

Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.

Convert Lead to Contact

Adds an existing contact to an existing campaign.

Create Attachment

Creates a new attachment (max 25MB).

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Asana + Salesforce

Is there a pre-built Asana + Salesforce automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Asana and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Asana or Salesforce connector?

No. The Agent works whether or not Asana or Salesforce already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Asana and Salesforce help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Salesforce automatically spin up project tasks?

Yes, when a deal is won or changes stages in Salesforce, you can instantly create initial project tasks in Asana.

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