When Task is updated in project in Asana > Check any condition > Create lead in Clientjoy
Asana + Clientjoy Integration
Asana + Clientjoy Integration
Integrate Asana to Clientjoy in one click, or tell Integrately AI how you want each lead handled. Create tasks, update your CRM records, alert your team, and track project milestones automatically.
Free forever.Use premium features free for 14 days.1.
Tag is added to task in Asana- Task is created in Asana
- Task is created in project in Asana
- Task is completed in Asana
- Task is updated in project in Asana
- Subtask is added in Asana
- Task is updated in Asana
- Project is created in Asana
- Stories is added on task in Asana
- Team is created in Asana
- Tag is created in Asana
- User is created in Asana
- Workspace/Organization is created in Asana
- Particular task field is updated in Asana Instant
Lead is created in Clientjoy Instant- Customer is created in Clientjoy Instant
- Invoice is created in Clientjoy
- Invoice is paid in Clientjoy Instant
- Proposal is created in Clientjoy
- Proposal is send in Clientjoy Instant
2.
- Create task in Asana
- Update task in Asana
- Search task in Asana
- Get Task by ID in Asana
- Duplicate a task in Asana
- Search task in project in Asana
- Add comment to task in Asana
- Create subtask in Asana
- Add task to section of project in Asana
- Add task to project in Asana
- Add tag to task in Asana
- Remove project from task in Asana
- Add user to team in Asana
- Create project section in Asana
- Remove user from team in Asana
- Update project in Asana
- Move project section in Asana
- Create project status in Asana
- Update tag in Asana
- Set task dependencies in Asana
- Set task dependents in Asana
- Add followers to task in Asana
- Set the parent of task in Asana
- Attach file in Asana
- Search project in Asana
- Duplicate a project in Asana
- Create project from template in Asana
- Search user in Asana
- Create tag in Asana
- Search tag in Asana
- Create a time tracking entry for task in Asana
- Create a story in Asana
- Get task comments by task Id in Asana
- Get attachment by ID in Asana
- Create lead in Clientjoy
- Create customer in Clientjoy
- Create Invoice in Clientjoy
- Create proposal in Clientjoy
Trusted by experts at...
Ready Workflows for Asana + Clientjoy Integration
Capture leads, create tasks, keep your CRM updated, alert your team, and track project progress, all in just one click.
Most popular automation
When Task is updated in Asana > Check any condition > Create lead in Clientjoy
Asana + Clientjoy Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Asana + Clientjoy flow
Extend your workflow by syncing calendar schedules, sending team alerts, and managing payments right after your core automation finishes. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Slack (4)
Slack (4) +
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
Google Drive (3)
Google Drive (3) +
Gmail (3)
Gmail (3) C
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Create an Asana task for every new Clientjoy lead, and schedule a follow-up meeting in Google Calendar
Every new Clientjoy lead automatically triggers a new Asana task and schedules a calendar event in Google Calendar, so your team never misses an introductory call.
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When a proposal is created in Clientjoy, add an Asana task and set a deadline event in Google Calendar
Keep project delivery teams aligned by turning Clientjoy proposals into Asana tasks and tracking their review deadlines directly in Google Calendar.
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When an invoice is paid in Clientjoy, update the Asana task and add a milestone event in Google Calendar
Track client financial milestones instantly by updating Asana tasks and scheduling payment completion reviews in Google Calendar.
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If a new Clientjoy customer is created, create onboarding tasks in Asana and block calendar time in Google Calendar
Automate new client onboarding by generating Asana tasks and securing kickoff meeting time in Google Calendar the moment a customer is registered.
Supported triggers and actions for Asana and Clientjoy
Mix and match to build the exact automation you need
Asana Triggers & Actions
Task is created in project in Asana
Triggers the automation when a new task is created in a project
Try it → Task is updated in project in Asana
Triggers the automation when a task is updated in the project
Try it → Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
Try it → Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
Try it → Clientjoy Triggers & Actions
Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it → Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it → Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
Try it → What can you automate with Asana + Clientjoy?
Streamline your agency operations by connecting Clientjoy leads, proposals, and invoices directly to Asana project tasks.
🚀
Turn every new Clientjoy lead into an Asana task
Automatically generate a new task in Asana the moment a lead is created in Clientjoy. Ensure your team starts tracking prospect requirements instantly.
📑
Capture every submitted client field across apps
Map complete lead details, custom fields, and contact information from Clientjoy directly into your Asana task descriptions and project fields.
🔔
Alert your team the second a proposal is sent
Notify your sales and delivery channels immediately when new proposals or invoices are created in Clientjoy, keeping everyone aligned.
🔀
Route tasks differently based on lead value
Set up conditional rules that assign high-value Clientjoy leads to senior project managers in Asana while routing standard leads to general queues.
🔄
Keep project statuses updated as deals progress
Automatically update Asana tasks when Clientjoy invoices are paid, proposals are accepted, or customer statuses change.
🛡️
Prevent duplicate records across your workflow
Search existing projects and customer records before creating new tasks or entries, keeping your workspace clean and organised.
💳
Manage invoice payments and project milestones
Trigger task completions and celebratory updates whenever invoice payments are marked successful in Clientjoy.
💬
Extend your workflow with instant team messaging
Connect Slack to your Asana and Clientjoy automation to broadcast important client milestones and task updates directly to team channels.
And much more...
Who is Asana + Clientjoy integration for?
Agency owners, project managers, and client success leads connect Asana and Clientjoy to eliminate manual CRM updates and project tracking gaps.
Agency owners and founders
Project managers
Client success leads
Sales representatives
Delivery teams
Finance managers
📈
Agency owners and founders
You review revenue reports and project pipelines weekly, but your CRM data only updates when someone manually exports leads, so the growth metrics you rely on are always hours behind — with this integration, every new lead lands in your workflow instantly and your reports stay current.
⚡
Project managers
You need to kick off delivery boards the moment a prospect signs, but notification delays mean you find out about closed deals too late — this integration means every new client automatically generates organised project tasks so work begins without friction.
🤝
Client success leads
You answer to stakeholders who want immediate visibility into onboarding progress, but manual status tracking leaves gaps in your client history — automating both apps means every touchpoint is logged and visible so outside parties stay fully informed.
📋
Sales representatives
Your lead volume is too high for anyone to keep up by hand, and prospects slip through the cracks during busy sales weeks — connecting these apps means every new enquiry automatically creates a CRM record and a follow-up task without manual data entry.
🔧
Delivery teams
You own the technical setup phase and depend on sales to hand over client requirements, but notes get lost between platforms — this integration means every proposal and customer detail populates your task boards directly so your handoffs are seamless.
💰
Finance managers
You need a reliable history of paid invoices and customer accounts, but manual ledger updates keep leaving missing entries in your records — automating these apps means payment milestones update your tasks and CRM profiles instantly.
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 + Clientjoy
Build and manage your Asana + Clientjoy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Asana + Clientjoy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Asana + Clientjoy Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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in $19.99
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2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Asana to Clientjoy?
You can connect Asana to Clientjoy in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations connecting Slack, Google Drive, and Gmail.
Can I automatically create Asana tasks when a new lead is created in Clientjoy?
Can I connect Asana, Clientjoy, and Slack?
What is a good Zapier alternative for Asana and Clientjoy?
How does Asana handle task data during integration?
How does Clientjoy manage leads and invoices in automation?
Do I need coding skills to automate Asana and Clientjoy?
Is the Asana and Clientjoy integration free?
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