Asana + Copper
Integration + Automation

Get the specs

Asana
+
Copper

Asana and Copper Solutions

Uses

All, Marketing, Sales

Asana and Copper

Business professionals who want to integrate Asana with Copper trust the Tray Platform, which makes it easy to eliminate manual tasks, like data entry, so teams can work together more efficiently with our low code general automation platform.

  • Trigger customer onboarding tasks in Asana whenever a deal is closed won in Copper

  • Reengage cold leads by automatically assigning tasks to sales reps in Asana based on data in Copper

  • Speed up post sales and pre sales customer-facing communications with automated project tracking

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
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

Copper

Copper

Connection Type

Service connector Tray Connector

Triggers

Webhook (advanced)

Webhook (advanced)

Operations

Activity exists?

Are leads enabled?

Company exists?

Create activity

Create company

Popular Use Cases

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

Copper logoSlack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Mailchimp logoCopper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logoCopper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

The Tray platform has connector to integrate Ring Central with your stackCopper logo

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logoCopper logo

Duplicate Copper Opportunities on Form Submission

What would you like to connect?

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