Asana + Clientify Integration

Integrate Asana to Clientify in one click, or tell Integrately AI how you want each task handled. Create contacts, update deal stages, log notes, and trigger follow-ups automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
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2.
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana
  • Clientify
    Create contact in Clientify
  • Clientify
    Search contact in Clientify
  • Clientify
    Search user in Clientify
  • Clientify
    Create deal in Clientify
  • Clientify
    Update deal in Clientify
  • Clientify
    Get deal in Clientify
  • Clientify
    Close deal in Clientify
  • Clientify
    Create task in Clientify
  • Clientify
    Create order in Clientify
  • Clientify
    Get company in Clientify
  • Clientify
    Create abandoned cart in Clientify
  • Clientify
    Search product in Clientify
  • Clientify
    Delete product in Clientify
  • Clientify
    Create product in Clientify
  • Clientify
    Search deal in Clientify

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Ready Workflows Ready Workflows for Asana + Clientify Integration

Create contacts, update deal stages, log tasks, and trigger communications, all in just one click.

Most popular automationsmost-popular-automations
Clientify + Asana Integration

Create Asana task for new Clientify contact

Clientify and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Clientify, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Clientify + Asana Integration

Create Asana task for new Clientify task

Clientify provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Clientify. Asana is a great tool for this.

All you need to do is - integrate Asana with Clientify to create task in Asana automatically when certain task occur in Clientify. This can save you time by not having to manually create tasks in both systems.
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Clientify + Asana Integration

Create Asana task for new Clientify deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Asana to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Clientify? Well now there is!

With our integration between Clientify and Asana, creating task in Asana is now easier than ever. Whenever a deal is created in Clientify, you can automatically create a corresponding task in Asana to keep your team up-to-date.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Clientify flow

Teams often need to notify sales channels, schedule meetings, gather form details, and sync payments after managing tasks and contacts. Pick a combination and activate it in one click.

Asana
Clientify
+
SlackSlack (5)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
TypeformTypeform (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
A
C
S
Create a Clientify contact from every new Asana task, and notify your sales team instantly on Slack.
New Asana tasks instantly create Clientify contacts while your sales team hears about it on Slack, eliminating manual copy-pasting.
A
C
S
Create a Clientify deal from every completed Asana task, and alert your revenue channel in Slack.
Completed Asana tasks automatically generate Clientify deals and notify your revenue channel on Slack.
C
A
S
When a Clientify contact is updated, update the matching Asana task and post the change in Slack.
Clientify contact updates reflect immediately on your Asana task and broadcast to your team on Slack.
C
A
S
Create an Asana task for every new Clientify deal, and confirm it in Slack.
New Clientify deals generate corresponding Asana tasks instantly while confirming the creation on Slack.
C
A
S
Use Claude to summarise every new Clientify contact message, create an Asana task, and post the brief in Slack.
Claude summarises incoming Clientify messages to generate precise Asana tasks and shares the brief on Slack.

Supported triggers and actions for Asana and Clientify

Mix and match to build the exact automation you need

Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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What can you automate with Asana + Clientify?

Streamline your sales and task management workflows with automated triggers between Asana and Clientify.

What you can automate?
📋
Create Clientify contacts from new Asana tasks
Turn every new Asana task into a Clientify contact automatically the moment work begins, keeping your CRM populated without manual typing.
🏷️
Capture every submitted custom field
Map all available contact attributes and task metadata across both systems so no detail is lost during data transfer.
🔔
Notify your team the second work happens
Alert sales and project channels instantly on Slack whenever records are created or updated across Asana and Clientify.
🔀
Route records based on submitted criteria
Send high-priority leads to specialised project boards while routine tasks follow standard internal workflows automatically.
🔄
Keep destinations updated as details change
Modify existing contact information and task deadlines across both apps whenever adjustments occur in either platform.
🔍
Prevent duplicates with smart search operations
Check existing records in Clientify before creating new contacts, updating current profiles instead of adding clutter.
Handle later status changes and deal wins
Automatically update project boards when deal stages close or mark tasks complete when invoices are paid.
💬
Extend workflows to team communication apps
Connect your Asana and Clientify pipelines with Slack to keep every stakeholder informed of operational progress.
And much more...

Who is Asana + Clientify integration for?

Sales and project management teams struggling to keep customer communications aligned with internal task execution benefit from automating data flow between Asana and Clientify.

Performance analysts
Performance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Customer support teams
Customer support teams
Operations managers
Operations managers
Project coordinators
Project coordinators
📈
Performance analysts
You compile reports on project completion rates and sales pipelines, but your metrics rely on manual exports that leave dashboards hours behind — with this integration, every task update and contact flows instantly so your reports reflect reality.
Sales representatives
You need to act the moment a new client inquiry arrives, but delays in checking project boards mean you find out about handoffs too late — connecting these apps means new client records appear instantly and you never miss your window.
🤝
Account managers
You answer to external clients who want constant updates on deliverables, but piecing together task status takes hours of digging — this integration means client profiles and project tasks stay perfectly synchronised.
📥
Customer support teams
The volume of inbound client requests is too high for anyone to keep up by hand, leading to missed tickets and broken follow-ups — automating both apps means every inquiry generates an organised task and contact immediately.
🔄
Operations managers
You depend on sales teams to hand over completed deals so execution can begin in project boards, but manual notifications always slip through the cracks — this integration means won deals become active tasks automatically.
🗂️
Project coordinators
You need a reliable audit history of every client interaction and task milestone, but manual logging leaves frustrating gaps in your timeline — automating these tools means every change is recorded without exception.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Asana + Clientify

Build and manage your Asana + Clientify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Asana + Clientify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Asana to Clientify?
Frequently Asked Questions
You can connect Asana to Clientify instantly using 1-click setup on Integrately, or use Integrately AI to configure custom workflows alongside tools like Slack and Google Calendar.
Can I automatically create Clientify contacts when tasks are created in Asana?
Frequently Asked Questions
Can I connect Asana, Clientify, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Clientify?
Frequently Asked Questions
How do Asana task updates sync with Clientify?
Frequently Asked Questions
How are Clientify deal stages tracked in Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Clientify?
Frequently Asked Questions
Is the Asana and Clientify integration free?
Frequently Asked Questions
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You Can Also Connect Asana or Clientify With 1500+ Other Apps

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