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.

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See all Salesforce + Asana integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Salesforce Explore Salesforce →

Triggers

New lead created

Fires when a new lead or contact is created in Salesforce.

Deal stage changed

Fires when a deal moves to a new stage in Salesforce.

Deal won

Fires when a deal is marked won in Salesforce.

Contact updated

Fires when a field on a contact changes in Salesforce.

Actions

Create or update contact

Creates or updates a contact in Salesforce.

Create deal

Creates a new deal in Salesforce.

Update deal stage

Moves a deal to a new stage in Salesforce.

Log activity

Logs a call, email, or note against a record in Salesforce.

Asana Explore Asana →

Triggers

New task created

Fires when a new task or card is created in Asana.

Task completed

Fires when a task in Asana is marked complete.

Due date approaching

Fires when a task's due date in Asana is coming up.

Comment added

Fires when a comment is added to a task in Asana.

Actions

Create task

Creates a new task in Asana.

Update task

Updates a task's status or assignee in Asana.

Add comment

Posts a comment on a task in Asana.

Move task

Moves a task in Asana to a different board or list.

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

See all Salesforce + Asana integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks when deals are won” between Salesforce and Asana?

Yes — describe it in the box above and Knit's Integrations Agent researches Salesforce and Asana's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.