Agile CRM and Asana integration + automation
Agile CRM and Asana integrations couldn’t be easier with the Tray platform’s robust Agile CRM and Asana connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and Asana Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationAdd custom field to portfolioAdd custom field to projectAdd drop down option to custom fieldAdd followers to a taskAdd members to portfolioAdd project status updateAdd project to portfolioAdd tag to taskAdd task dependenciesAdd task to projectAdd task to sectionCopy all project custom fieldsand 60 more...
Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
