Adaptive Insights Asana
Integration + Automation

Get the specs

Recorded Demo

See our platform in action

45 Minutes

Live Group Demo

Ask questions + get answers

Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
Adaptive Insights
+
Asana

Adaptive Insights and Asana Solutions

Uses

Finance and Accounting, All

Business professionals that want to integrate Adaptive Insights with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Adaptive Insights support for ensured success

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Adaptive Insights

Adaptive Insights

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Asana

Asana

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add custom field to portfolio

Add custom field to project

Add drop-down option to custom field

Add members to portfolio

Add members to project

Automation Templates

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logoAsana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Opportunities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

Pipedrive logoAsana logo

Create Asana Projects from new Pipedrive Deals

Asana logoSalesforce logo

Sync Asana Tasks to Salesforce

GoogleSheets logoAsana logo

Create Asana tasks from new Google Form submissions

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Opportunities

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access