Raynet CRM + Asana Integration

Integrate Asana to Raynet CRM in one click, or tell Integrately AI how you want each task handled. Create customer records, update pipelines, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM Instant
  • 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
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2.
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet CRM
  • 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

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Ready Workflows Ready Workflows for Asana + Raynet CRM Integration

Track tasks, organise leads, keep customer records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Raynet CRM + Asana Integration

Create Asana task for new Raynet CRM businesscase

Imagine this scenario: you've just negotiated a great businesscase 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 businesscase goes through. Wouldn't it be great if there was an easy way to do that right from within Raynet CRM? Well now there is!

With our integration between Raynet CRM and Asana, creating task in Asana is now easier than ever. Whenever a businesscase is created in Raynet CRM, you can automatically create a corresponding task in Asana to keep your team up-to-date.
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Raynet CRM + Asana Integration

Create Asana task for new Raynet CRM person

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

When you create a person in Raynet CRM, 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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  • 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 + Raynet CRM flow

Sync project data with messaging, email, and CRM tools to keep your entire team aligned. Pick a combination and activate it in one click.

Raynet CRM
Asana
+
GmailGmail (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
PipedrivePipedrive (4)
+
Google SheetsGoogle Sheets (4)
+
TrelloTrello (4)
A
G
R
Send an email in Gmail for every new task created in Asana, and log the contact in Raynet CRM
New Asana tasks instantly trigger an email in Gmail and a new contact in Raynet CRM, so communication starts without manual entry.
A
G
R
When a task is completed in Asana, send a summary email in Gmail and update the person in Raynet CRM
Completed Asana tasks notify clients via Gmail and update Raynet CRM records automatically.
A
G
R
If a task field is updated in Asana, send a notification email in Gmail and update the business case in Raynet CRM
Updated Asana fields send instant Gmail alerts and keep Raynet CRM business cases current.
A
G
R
Use Claude to summarise Asana task updates, send the brief via Gmail, and create a company in Raynet CRM
Claude summarises Asana updates for Gmail delivery while Raynet CRM records the company profile.

Supported triggers and actions for Raynet CRM and Asana

Mix and match to build the exact automation you need

Raynet CRM
Raynet CRM Triggers & Actions
Instant
Person is created in Raynet CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Raynet CRM
Triggers the automation when a person's profile is updated
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Instant
Company is created in Raynet CRM
Triggers the automation when a new company is created
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Instant
Company is updated in Raynet CRM
Triggers the automation when a company is updated
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Instant
BusinessCase is created in Raynet CRM
Triggers the automation when a new BusinessCase is created
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Instant
BusinessCase is updated in Raynet CRM
Triggers the automation when a BusinessCase is updated
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Instant
Product is created in Raynet CRM
Triggers the automation when a new product is created
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Instant
Product is updated in Raynet CRM
Triggers the automation when a product is updated
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Instant
Project is created in Raynet CRM
Triggers the automation when a new project is created
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Instant
Project is updated in Raynet CRM
Triggers the automation when a project is updated
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Instant
Lead is created in Raynet CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Raynet CRM
Triggers the automation when the lead information is updated
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Instant
Order is created in Raynet CRM
Triggers the automation when a new order is created
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Instant
Order is updated in Raynet CRM
Triggers the automation when any order is updated
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Create BusinessCase in Raynet CRM
Creates a new business case
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Create project in Raynet CRM
Creates a new project
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Search project in Raynet CRM
Searches for a project
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Create person in Raynet CRM
Generates a new person
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Search person in Raynet CRM
Retrieves information about a person
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Update person in Raynet CRM
Updates the information of a person
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Create company in Raynet CRM
Generates a new company profile with given details
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Search company in Raynet CRM
Finds information about a company
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Update Company in Raynet CRM
Updates company information
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Create product in Raynet CRM
Generates and launch new products
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Search product in Raynet CRM
Searches for a product
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Create lead in Raynet CRM
Generates new leads for potential customers
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Search lead in Raynet CRM
Retrieves information for a particular lead
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Update Lead in Raynet CRM
Updates the lead information
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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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What can you automate with Asana + Raynet CRM?

Connect task management and customer relationship workflows to streamline your daily operations.

What you can automate?
🔄
Sync Asana tasks to Raynet CRM automatically
Create a person or lead in Raynet CRM the moment a task is created in Asana. Eliminate manual copying and keep customer records up to date across platforms.
📋
Capture every submitted task field in detail
Map all available Asana task attributes, tags, and custom fields directly into Raynet CRM business cases and company files instead of just basic names.
🔔
Tell the right person as soon as it happens
Trigger instant team notifications in Slack or Gmail whenever critical tasks are completed or updated in Asana.
🔀
Route records based on task tags and priority
Perform different actions in Raynet CRM depending on specific tags or custom field values submitted in your Asana tasks.
🔄
Keep records updated as projects evolve
Automatically update Raynet CRM business cases and contact profiles whenever task statuses change in Asana.
🔍
Add or update instead of creating duplicates
Search existing Raynet CRM records before creating new profiles, ensuring your database stays clean and free of duplicate entries.
Handle later status changes and completions
Automatically update CRM deal stages and client records when project milestones or tasks are marked complete in Asana.
🔌
Extend your workflow to messaging and spreadsheets
Connect Asana and Raynet CRM with tools like Google Sheets or Slack to build comprehensive multi-step business pipelines.
And much more...

Who is Asana + Raynet CRM integration for?

Operations teams, project managers, and sales leaders rely on this integration to eliminate manual data entry and keep customer records synchronised.

Sales Operations Managers
Sales Operations Managers
Project Coordinators
Project Coordinators
Account Executives
Account Executives
Customer Success Leads
Customer Success Leads
Operations Specialists
Operations Specialists
Business Analysts
Business Analysts
📈
Sales Operations Managers
You're tracking customer interactions in Raynet CRM while your team manages execution tasks in Asana, but manual handoffs mean pipeline reports are always missing recent progress — with this integration, every task update flows straight into your CRM and your pipeline data stays current.
Project Coordinators
You need to act fast when new client requirements arrive, but finding out about deal changes hours later delays project kickoff — with this integration, every new deal instantly generates the correct task board and your team starts work immediately.
🤝
Account Executives
You answer to clients who want to see milestone progress across active tasks, but compiling manual status updates takes hours every week — with this integration, task completions automatically update client records and progress is always visible.
📊
Customer Success Leads
The volume of incoming support and onboarding tasks is too high for anyone to keep up by hand, leading to missed follow-ups and scattered records — with this integration, every task event syncs instantly and client histories remain complete.
⚙️
Operations Specialists
You own the delivery step and depend on sales teams to hand over project details manually, resulting in missing information and errors — with this integration, contact and deal data populates your project boards automatically.
🗂️
Business Analysts
You need a reliable audit history of customer projects, but fragmented data entry leaves frustrating gaps in your tracking systems — with this integration, every workflow step is logged consistently and your records stay pristine.
Our team

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Why choose Integrately to automate Raynet CRM + Asana

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

1,500+ apps connected
1,500+ apps connected
Connect Raynet CRM + Asana 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
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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 Raynet CRM?
Frequently Asked Questions
You can connect Asana to Raynet CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom sequences linking with Gmail, Slack, and HubSpot.
Can I automatically create Raynet CRM records from new Asana tasks?
Frequently Asked Questions
Can I connect Asana, Raynet CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Raynet CRM?
Frequently Asked Questions
How does Asana handle task updates in this integration?
Frequently Asked Questions
How does Raynet CRM process new business cases from Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Raynet CRM?
Frequently Asked Questions
Is the Asana and Raynet CRM integration free?
Frequently Asked Questions
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You Can Also Connect Asana or Raynet CRM With 1500+ Other Apps

Asana
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Raynet CRM
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