Asana + Erxes Integration

Integrate Asana to Erxes in one click, or tell Integrately AI how you want each submission handled. Create tasks, track customer details, notify your team, and manage projects automatically.

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1.
  • 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
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
2.
  • 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 WorkflowsReady Workflows   for Asana + Erxes Integration

Capture form submissions, create tracking tasks, organise project details, and keep customer profiles updated, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Asana + Erxes flow

Capture submissions, sync customer data, notify your team, and trigger follow-ups across your favourite tools. Pick a combination and activate it in one click.

Asana
Erxes
+
IntercomIntercom (8)
+
ZendeskZendesk (8)
+
SlackSlack (8)
+
HubSpotHubSpot (8)
+
GmailGmail (8)
+
Google SheetsGoogle Sheets (8)
E
A
I
Create an Asana task for every Erxes form submission, and create a matching contact in Intercom
Erxes form submissions instantly create an Asana task and an Intercom contact, eliminating manual data entry across systems.
E
A
I
When a customer is created in Erxes, create an Asana task and send a welcome message in Intercom
New Erxes customers trigger an Asana task for internal tracking and an automated greeting in Intercom.
E
A
I
When a customer sends a message in Erxes, update the task in Asana and update the contact in Intercom
Incoming Erxes messages update your Asana tasks and keep your Intercom contact records current.
E
A
I
When a company is created in Erxes, create a project in Asana and create a company record in Intercom
New company profiles in Erxes automatically set up Asana project boards and Intercom company records.
E
A
I
If an Erxes form submission contains enterprise details, create a priority Asana task and tag the contact in Intercom
Segment high-value Erxes submissions with priority Asana tasks and Intercom tags automatically.
E
A
I
When a customer is updated in Erxes, update the corresponding Asana task and refresh Intercom contact data
Erxes customer profile updates automatically sync across your Asana tasks and Intercom records.
E
A
I
Use Claude to summarise Erxes customer messages, create an Asana tracking task, and log the summary in Intercom
Claude summarises Erxes conversations to populate Asana tasks and Intercom notes automatically.
E
A
I
S
When an Erxes form submission arrives, create an Asana task, create an Intercom contact, and notify Slack
Capture Erxes submissions in Asana and Intercom while broadcasting an instant alert in Slack.

Supported triggers and actions for Asana and Erxes

Mix and match to build the exact automation you need

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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Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
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Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
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Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
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Instant
Company is created in Erxes
Triggers the automation when a new company is created
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Instant
Company is updated in Erxes
Triggers the automation when a company is updated
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Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
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Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
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Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
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Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
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Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
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Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
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Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
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No action is available

What can you automate with Asana + Erxes?

Streamline your customer operations by connecting chat conversations, form submissions, and project tasks into one seamless workflow.

What you can automate?
🎯
Create Asana tasks from Erxes form submissions
Transform every Erxes form submission into an actionable Asana task instantly. Eliminate manual copying and ensure no customer request is ever missed.
📝
Capture every submitted customer field
Map detailed form responses and customer attributes from Erxes into custom Asana task fields instead of just basic contact info.
🔔
Notify your team the moment a customer message arrives
Alert the appropriate department in Slack or via email as soon as a new customer interaction or support inquiry is logged in Erxes.
🔀
Route tasks based on submitted customer tier
Assign high-priority tasks to senior team members in Asana when Erxes form submissions indicate enterprise status, or route standard requests accordingly.
🔄
Keep task statuses synchronized as conversations progress
Update Asana task progress automatically when customer details or company records change in Erxes.
🔍
Prevent duplicate customer tasks and records
Search existing Asana projects before creating new tasks to update current records instead of generating unnecessary duplicates.
🏁
Manage completed customer interactions and resolved tasks
Trigger follow-up actions in Erxes or archive related tasks in Asana when customer projects reach final completion stages.
🌐
Sync customer data across your entire tech stack
Connect Erxes and Asana with Google Sheets or HubSpot to maintain comprehensive customer histories across all tools.
And much more...

Who is Asana + Erxes integration for?

Customer success, operations, and support teams eliminate manual data entry between chat conversations and project boards, keeping every task and customer record perfectly aligned.

Operations Managers
Operations Managers
Customer Success Leads
Customer Success Leads
Account Managers
Account Managers
Support Specialists
Support Specialists
Project Coordinators
Project Coordinators
Operations Auditors
Operations Auditors
📈
Operations Managers
You're tracking customer requests across Asana boards but your reports only update when someone manually exports Erxes logs, so the metrics you review are always a few hours behind — with this integration, every new interaction lands instantly and your data stays current.
Customer Success Leads
You manage client projects in Asana but chat inquiries come into Erxes separately, so urgent customer messages sit unnoticed until someone checks the inbox — this integration means every new form submission creates an immediate task and your team responds without delay.
🤝
Account Managers
You update project boards in Asana to show client progress while answering questions in Erxes, but keeping both systems updated manually takes hours every week — automating both apps means task statuses sync instantly and clients see accurate updates.
📥
Support Specialists
You handle hundreds of customer form submissions in Erxes and try to copy them into Asana tasks by hand, but high volume causes missed requests and dropped details — with this integration, every submission creates a tracking task automatically and your queue stays organised.
🔄
Project Coordinators
You rely on upstream customer details captured in Erxes to create task assignments in Asana, but manual handoffs lead to delays and missing context — connecting these apps means every customer record flows straight into your task board so you can start work immediately.
📋
Operations Auditors
You audit project delivery histories in Asana alongside customer conversations in Erxes, but fragmented records leave missing links in your audit trail — this integration means every interaction and task is logged completely for a reliable customer history.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Asana + Erxes

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

1,500+ apps connected
1,500+ apps connected
Connect Asana + Erxes 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Asana to Erxes?
Frequently Asked Questions
You can connect Asana to Erxes in one click using ready-made templates or ask Integrately AI to build the automation. 42,000+ active users rely on Integrately to sync data with tools like Intercom, Zendesk, Slack, and 1,500+ other apps.
Can I automatically create Asana tasks from Erxes form submissions?
Frequently Asked Questions
Can I connect Asana, Erxes, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Erxes?
Frequently Asked Questions
How are customer profiles updated between Asana and Erxes?
Frequently Asked Questions
Can I trigger notifications when a new customer is created in Erxes?
Frequently Asked Questions
Do I need coding skills to automate Asana and Erxes?
Frequently Asked Questions
Is the Asana and Erxes integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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