SALES
Closed-Won to Asana Kickoff Workspace + Intro Email
When a Salesforce opportunity flips to Closed Won, this builds a per-customer Asana onboarding project from a template, populates it with the deal details.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce opportunity reaches Closed WonSalesforce
- ActionFetch opportunity + primary contact detailsSalesforce
- ActionCreate Asana project from onboarding templateAsana
- ActionPopulate kickoff tasks with deal dataAsana
- OutputSend personalized intro email to customerGmail
What it does
Turns a freshly signed deal into a ready-to-run onboarding workspace. The moment a Salesforce opportunity becomes Closed Won, it spins up a dedicated Asana project for that customer, fills in the kickoff tasks with the account's real details (contract value, product, account owner), and emails the new customer a warm introduction with their kickoff timeline.
When to use it
Use this when your sales-to-success handoff is manual and slow — reps closing deals on Friday and customers hearing nothing until the following week. It removes the gap between signature and first touch, so onboarding starts the same day the contract lands.
How it works
- 1A Salesforce opportunity changes StageName to Closed Won and fires the trigger.
- 2The flow pulls the full opportunity record plus the primary contact's name and email.
- 3It creates a new Asana project from your onboarding template and renames it to the account.
- 4It writes the contract value, product line, and assigned CSM into the project's kickoff tasks.
- 5It drafts and sends a personalized intro email to the customer contact via Gmail, linking the shared kickoff plan.
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 this workflow in your colony.
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