Apptivo + Asana Integration

Integrate Apptivo to Asana in one click, or tell Integrately AI how you want each project handled. Track milestones, assign tasks, update statuses, and keep your team aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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2.
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready Workflows Ready Workflows for Apptivo + Asana Integration

Create tasks from new projects, organise milestones, update statuses, alert your team, and track progress, all in just one click.

Most popular automationsmost-popular-automations
Apptivo + Asana Integration

Create Asana task for new Apptivo contact

Apptivo and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Apptivo, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Apptivo + Asana flow

Send project updates to your CRM, notify your team on messaging channels, log files, or trigger client documents. Pick a combination and activate it in one click.

Apptivo
Asana
+
SalesforceSalesforce (8)
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HubspotHubspot (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
+
DocuSignDocuSign (8)
A
A
S
Create an Asana task when an Apptivo project is created, and log the details in Salesforce.
New Apptivo projects immediately generate tracking tasks in Asana and records in Salesforce without manual entry.
A
A
S
Notify your sales team in Salesforce and create a task in Asana when a new Apptivo lead arrives.
Apptivo leads instantly populate Salesforce contacts and trigger follow-up tasks in Asana.
A
A
S
When an Apptivo opportunity is updated, update the matching Asana task and sync the change in Salesforce.
Keep Asana tasks and Salesforce records perfectly synchronised whenever an Apptivo opportunity changes.
A
A
S
Open a support follow-up task in Asana and log a case in Salesforce whenever a new Apptivo case is created.
Support tickets in Apptivo automatically open Asana tasks and Salesforce case entries.
A
A
S
If an Apptivo customer is enterprise tier, create a priority task in Asana and add an account in Salesforce.
High-value Apptivo customers instantly trigger priority task assignments in Asana and Salesforce accounts.
A
A
S
When an Apptivo project is updated, update the task in Asana and close the record in Salesforce.
Project modifications in Apptivo automatically adjust Asana tasks and update Salesforce records.
A
A
S
Use Claude to summarise every new Apptivo lead, create an Asana task, and log the contact in Salesforce.
AI-generated summaries of Apptivo leads power instant Asana tasks and Salesforce entries.
A
A
S
S
Turn every new Apptivo customer into an Asana task, log the account in Salesforce, and notify the team in Slack.
New Apptivo customers trigger Asana tasks, Salesforce records, and Slack team alerts.

Supported triggers and actions for Apptivo and Asana

Mix and match to build the exact automation you need

Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
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Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
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Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
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Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
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Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
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Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
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Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
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Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
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Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
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Create contact in Apptivo
Adds a new contact to the database
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Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
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Search case by Email in Apptivo
Retrieves a case using an email address
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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Apptivo + Asana?

Streamline your operations by connecting Apptivo events directly to Asana task management workflows.

What you can automate?
Create Asana tasks from new Apptivo projects
Automatically generate a corresponding task in Asana the moment a project is created in Apptivo. Eliminate manual handoffs and ensure your team starts work immediately.
📋
Capture every submitted field and detail
Map all available contact, lead, and project parameters from Apptivo straight into Asana task descriptions. Your workspace becomes a complete source of truth.
🔔
Tell the right person as soon as it happens
Trigger instant notifications or task assignments the second an Apptivo case or opportunity updates. Ensure team members never miss a critical update.
🔀
Do something different based on submitted fields
Route high-priority Apptivo leads or enterprise customer creations to specific Asana projects or priority queues based on submitted criteria.
🔄
Keep Asana tasks updated as Apptivo records change
Automatically modify existing Asana tasks whenever an Apptivo project, opportunity, or case is updated. Keep your project boards synchronized in real time.
🔍
Add or update instead of creating duplicates
Search existing Asana tasks before creating new ones to prevent clutter. Keep your project boards clean and organized automatically.
📅
Handle later status changes and completions
Trigger downstream automation when Apptivo projects or opportunities reach completion or change status. Close out tasks without manual intervention.
💬
Extend your workflow to Slack and other apps
Send team notifications in Slack or log records in other tools immediately after your Apptivo and Asana core automation finishes.
And much more...

Who is Apptivo + Asana integration for?

Connecting Apptivo and Asana helps project managers, sales teams, and operations leads eliminate manual data entry and keep workflows aligned across platforms.

Operations managers
Operations managers
Customer support leads
Customer support leads
Account managers
Account managers
Sales operations teams
Sales operations teams
Project coordinators
Project coordinators
Data analysts
Data analysts
📈
Operations managers
You're tracking project metrics in Apptivo but updating Asana manually, so your reports always reflect stale progress — this integration means every project update flows straight into Asana and your status reports stay current.
🚨
Customer support leads
You manage incoming client issues in Apptivo but find out about urgent tickets too late because task creation in Asana lags behind — automating both apps means every new support case instantly opens a tracking task in Asana.
🤝
Account managers
You answer to clients who want immediate visibility into task progress while your data stays trapped in Apptivo — connecting these apps means every project status change immediately updates your Asana boards.
📊
Sales operations teams
The volume of inbound leads in Apptivo is too high for anyone to keep up with by hand, leading to missed follow-ups in Asana — automating both apps means every new lead triggers an instant follow-up task without delay.
📋
Project coordinators
You own the execution phase and depend on someone upstream to hand over completed Apptivo projects before you can start — this integration means every approved project automatically lands in your Asana workspace.
🗂️
Data analysts
You need a reliable history of project execution and keep finding gaps between your Apptivo records and Asana tasks — connecting these apps means every modification syncs perfectly across both systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Apptivo + Asana

Build and manage your Apptivo + Asana automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Apptivo + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Apptivo to Asana?
Frequently Asked Questions
You can connect Apptivo to Asana in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes alongside apps like Slack and Gmail.
Can I automatically create Asana tasks when an Apptivo project is created?
Frequently Asked Questions
Can I connect Apptivo, Asana, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and Asana?
Frequently Asked Questions
How does Apptivo handle cases and project data in automations?
Frequently Asked Questions
Can Asana tasks be updated automatically when Apptivo fields change?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Apptivo and Asana integration free?
Frequently Asked Questions
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