Integration
Connect Asana and Salesforce
When Completed task in project fires in Asana, your agent runs Create object record in Salesforce, or New object record in Salesforce 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 Salesforce to do together?
Ask the assistant
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 work your team does; Salesforce holds the customer record it relates to. Joining them means a closed Opportunity or a new Case in Salesforce can open the right task in the correct Asana project, and a completed Asana task can write back to the record it came from. Comments and subtasks can carry across too.
Example flows
What Asana and Salesforce can do together
From Asana to Salesforce
When Completed task in project in Asana
then Create object record in Salesforce
From Salesforce 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 Salesforce
Triggers and actions 12 triggers · 33 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 object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
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
Reviews
What our customers say
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Questions
Asana and Salesforce, answered
How does the platform notice a Salesforce record without an Asana-side trigger?
Salesforce offers two polling triggers: New object record for records just created, and New or updated object record for records created or modified. Pick the SObject type you care about, such as Opportunity or Case, and the run starts from there.
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 Salesforce when something happens in Asana?
Any of Salesforce's 9 actions, including Create object record, Get object record, Update object record and Find most recent created or updated record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Asana?
Yes. When something happens in Salesforce, your agent can act in Asana too. This page covers both directions: Salesforce's triggers and Asana's actions are listed here as well.
Do I have to build a connector for Asana or Salesforce?
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 Salesforce 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.