Asana: actions and triggers in CrocoClick automations

Discover how to use Asana with CrocoClick: triggers, actions and automation examples to synchronize sales and task management.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Asana integration connects CrocoClick to Asana to automate the creation and updating of tasks or projects, and to trigger CrocoClick automations from Asana events.

This integration is mainly used to synchronize sales tracking with operational execution.

Typical use cases

Automatically create an Asana task when a lead becomes an opportunity.
Trigger an Asana project when a sale is won.
Update the status of an Asana task when the opportunity changes stages.
Align sales and operations teams without manual input.

Asana triggers

Asana → CrocoClick Automations

Triggers allow you to launch a CrocoClick automation when an event occurs in Asana.

Available triggers

	TriggerDescription
New Task	A new task is created in Asana
Task updated	Task modification (status, fields, assignee, etc.)
New project	Creation of a new project (depending on options)
New comment	Add a comment (story) to a task

The triggers available depend on the permissions granted and the selected Asana workspace.

Asana actions

CrocoClick → Asana automations

Actions allow CrocoClick to create or modify items in Asana.

Available actions

	ActionDescription
Create a task	Creates a new Asana task
Update a task	Change the name, date, assignee, or status
Add a comment	Add a comment to a task
Add the task to a project	Link an existing task to a project
Search for a task/project/user	Search according to available options

Connect to Asana

To connect Asana to CrocoClick:

Go to Settings → Integrations.
Select Asana.
Click Connect and authorize access.
Select the Asana workspace to use.

The connection can also be made directly when creating an automation using Asana.

Automation example: Creating an "Onboarding" task

Objective
Automatically create an Asana task when an opportunity is won.

Configuration

Trigger
Opportunity moved to Won status in CrocoClick.
Actions
- Create an Asana task called "Customer Onboarding."
- Assign the task to a team member.
- Set a due date.
- Add a checklist or instructions via a comment.

Result: Each sale automatically triggers a clear, assigned task in Asana, without any manual action.

Troubleshooting

I can't see my Asana projects

Verify that the connected Asana account has access to the projects.
Verify that authorization has not been revoked in Asana.
Reconnect the integration if necessary.

Duplicate tasks are being created

Add a search step before creating the task.
Use a unique key in the name or description (e.g., contact or opportunity ID).

Best practices

Use Asana for execution and CrocoClick for business logic.
Centralize triggering on the CrocoClick side.
Avoid creating tasks without a uniqueness rule.
Document your critical automations.