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Asana + B2BSignals
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
Asana and B2BSignals Solutions
Uses
All, Marketing, Sales
Business professionals that want to integrate Asana 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.
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Integrate with any app with our unique Universal Connector
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Easily use our drag-and-drop workflow builder
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Receive hands-on Asana support for ensured success
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Asana
Connection Type
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
B2BSignals
Connection Type
Tray Toolkit
Triggers
Manual
Scheduled
Webhook
Operations
Get
List
Save
Popular Use Cases
Create Asana Tasks from new Salesforce Accounts
Sync Salesforce Tasks into Asana as Tasks
Create Asana Projects from new Salesforce Accounts
Create Asana Projects from new Salesforce Opportunities
Create Asana Projects from new Copper Opportunities
Create Asana Projects from new Pipedrive Deals
Sync Asana Tasks to Salesforce
Create Asana tasks from new Google Form submissions
Create Asana Tasks from new Salesforce Opportunities
