SALES
Generate buyer mutual action plan tasks in Asana when a Salesforce deal advances
When a Salesforce opportunity moves to a new stage, automatically create or unblock the corresponding milestone tasks in the buyer's shared Asana mutual action plan and assign…
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity stage changedSalesforce
- LogicMatch new stage to task template
- ActionFind or create Asana MAP projectAsana
- ActionCreate stage milestone tasks with owners and due datesAsana
- OutputEmail buyer champion the unlocked next stepsGmail
What it does
Drives the buyer-facing plan from the seller's CRM motion. When an opportunity advances in Salesforce, the matching set of mutual action plan tasks is created or unblocked in Asana, with buyer and seller owners assigned, so the next steps are always live the moment the deal moves.
When to use it
Use this when your sales process is the source of truth and you want the shared buyer plan to auto-populate the right next steps per stage, instead of reps hand-building task lists for every deal.
How it works
- 1A Salesforce trigger fires on an opportunity StageName change.
- 2A logic step matches the new stage to a stage-to-tasks template (skips closed/lost and backward moves).
- 3The flow finds or creates the deal's Asana MAP project from the opportunity ID.
- 4An action creates the stage's milestone tasks, assigns buyer and seller owners, and sets due dates relative to the close date.
- 5A final output emails the buyer champion a summary of the newly unlocked steps.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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