Integration
Connect Asana and Freshworks CRM
When Completed task in project fires in Asana, your agent runs Create Task in Freshworks CRM, or New Account in Freshworks CRM to Create new task in Asana. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Asana and Freshworks CRM to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Asana holds the delivery work; Freshworks CRM holds the deals, contacts and accounts behind it. Connecting them means a new deal in Freshworks CRM can open a project and tasks in Asana, and work finished in Asana can update the deal or leave a note on the contact. Both directions rest on the triggers and actions each app exposes.
Example flows
What Asana and Freshworks CRM can do together
From Asana to Freshworks CRM
When Completed task in project in Asana
then Create Task in Freshworks CRM
From Freshworks CRM to Asana
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Asana and Freshworks CRM
Triggers and actions 16 triggers · 41 actions
- Completed task in project
Triggered when any task is completed in the selected project.
- New comment on task
Triggered when any new comment is made to the selected task.
- New or updated task in project
Triggered when any task is added or updated in the specified project in the specified workspace.
- New project in workspace
Triggered when a new project is added to the selected workspace.
- New story on task
Triggered when any new story is made to the selected task.
- New tag in workspace
Triggered when a new tag is added to the selected workspace.
- New task assigned to you in workspace
Triggered when a task is assigned to you in the selected workspace.
- New team in workspace
Triggered when a new team is added to the selected workspace.
- New user
Triggered when a new user is created.
- New workspace
Triggered when a new workspace is created.
- Add attachment
Upload an attachment to a task.
- Add tag to task
Adds an existing tag to a task.
- Add task to section
Moves a task into a section of a project.
- Associate task to project
Associates a newly created task to a specified project in the specified workspace.
- Complete task
Marks a task as completed.
- Create new comment
Creates a new comment on the specified task.
- Create new project
Creates a new project in the specified workspace.
- Create new task
Creates a new task in a workspace or project.
- Create section in project
Creates a new section within a project.
- Create subtask
Creates a subtask under an existing parent task.
- Delete comment
Delete a comment (story) by gid.
- Delete project
Delete a project by gid.
- Delete task
Permanently deletes a task.
- Duplicate task
Creates a copy of an existing task.
- Find tasks in project
Returns the tasks belonging to a project.
- Get project
Fetch a single project by its gid.
- Get task by ID
Returns a single task's details by its ID.
- Get user
Fetch a single user by gid (or 'me').
- List attachments
List attachments on a task.
- List projects
List projects in a workspace, optionally filtered by team.
- List users
List users in a workspace.
- Remove tag from task
Removes a tag from a task.
- Update project
Update a project's fields (name, notes, due date, etc).
- Update task
Updates an existing task's fields.
- New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
- New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
- New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
- New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
- New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
- New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
- Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
- Create Account
Creates a new sales account in Freshworks CRM.
- Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
- Create Contact
Creates a new contact in Freshworks CRM.
- Create Deal
Creates a new deal in Freshworks CRM.
- Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
- Find Account by Name
Looks up a sales account by name using the lookup endpoint.
- Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
- Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
- Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
- Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
- Get Account
Retrieves a sales account by ID in Freshworks CRM.
- Get Contact
Retrieves a contact by ID in Freshworks CRM.
- Get Deal
Retrieves a deal by ID in Freshworks CRM.
- Update Contact
Updates an existing contact by ID in Freshworks CRM.
- Update Deal
Updates an existing deal by ID in Freshworks CRM.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Asana and Freshworks CRM, answered
Can a new deal in Freshworks CRM start a whole project in Asana?
Yes. The New Deal trigger in Freshworks CRM can look up the account by name, then create a project and a task in Asana and add a follow-up task back on the deal in Freshworks CRM.
How does finished work in Asana get back to the sales side?
A completed task in an Asana project can trigger an update to the matching deal in Freshworks CRM, and a new comment on an Asana task can be added as a note on the contact. Both use the listed Asana triggers and Freshworks CRM actions.
What can start an automation from Asana?
Any of Asana's 10 triggers in the catalog, including Completed task in project, New comment on task, New or updated task in project and New project in workspace. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Freshworks CRM when something happens in Asana?
Any of Freshworks CRM's 17 actions, including Add Note to Contact, Find Account by Name, Update Deal and Create Account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freshworks CRM to Asana?
Yes. When something happens in Freshworks CRM, your agent can act in Asana too. This page covers both directions: Freshworks CRM's triggers and Asana's actions are listed here as well.
Do I have to build a connector for Asana or Freshworks CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Asana and Freshworks CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.