Asana integration + automation

Business users in marketing, sales, services, and many other teams across the organization build Asana automation to flow data anywhere they need. Now, you can bidirectionally sync data between Asana and other data sources, automatically update project tracking, and much more. Eliminate manual work and and automatically flow data across the Asana API and anywhere you need it to go, error-free.

With the Tray Platform, you can dramatically increase efficiency and productivity by automating manual project management tasks. Now, you can automate a variety of high-value use cases, such as adding project status updates, attaching files to tasks, creating follow-up projects to accompany important events such as generating new sales opportunities, and many others.

Using our platform’s full set of pre-built connectors, data helpers, and custom logic operators, you  can build highly customized, automated workflows that do more, faster.

The Tray Platform is user-friendly enough for anyone. However, it can also easily handle the heavy-duty data integrations needs of enterprise IT. Our elastic, serverless architecture processes vast quantities of data at scale. 

Power users love that the Tray Platform can orchestrate even sophisticated Asana automation use cases. Need to copy or create a project for each new sales activity created in your CRM? Need to automate project status updates for important revenue-related tasks such as sales outreach? There’s no limit to what you can build and automate on the Tray Platform.

Security teams also trust the Tray Platform since it offers enterprise-grade security, including SOC 2 Type 2 certification, as well as compliance with important data privacy regulations such as GDPR, CCPA, and HIPAA.

Any business user across any team in your organization can streamline project management with the low-code Tray Platform. Execute all your projects on time by flowing task data between any tool in your tech stack. Sync your project and domain-specific tools in minutes to cut out manual work and refocus on strategy.

Our platform’s unlimited flexibility empowers anyone to stand up next-level integrations that meet any use case. IT teams can freely flow issues, tickets, and performance data across Asana and any other tool to resolve more issues, faster. HR teams can accelerate onboarding and offboarding by automatically creating project tasks to rapidly provision and de-provision employees. Finance teams can take control of expense, payroll, and accounting processes by creating recurring tasks for time-sensitive projects. Or. marketing teams can supercharge campaign execution by staying on top of asset creation and product launches.

There are endless possibilities with the Tray Platform. You can bi-directionally sync any number of applications together to build powerful, API-level integrations in minutes. Now, you can use our platform to scale mission-critical processes and maximize productivity.

Maximize sales productivity and scale mission-critical processes with Asana + Salesforce integrations. Revenue teams can build powerful integrations to take full control of their lead, opportunity, account, and project data.

You can also use the low-code Tray Platform to orchestrate dynamic, multi-step workflows that unsilo your revenue stack and boost sales efficiency. For example, you can sync Salesforce data across Asana and any other tool to generate projects for active deals. You can automatically assign sales reps with follow-up tasks after sales calls. Or, you can streamline approvals for quote-to-cash to drive revenue and accelerate customer onboarding. Using our platform, we give you the power to drive pipeline, improve sales collaboration, and win more deals.

Seamlessly connect Asana, Salesforce, and any of your most essential tools with our visual, drag-and-drop platform. You don’t need extensive technical experience to rapidly deploy flexible integrations to take your sales execution and project management to new heights.