New rule and macro templates for Salesforce and Asana

You can now access 5 new templates in your workflows if you install the Asana and Salesforce integrations from our App Store. These integrations add rule and macro templates that let you take action in the Asana and Salesforce without having to build the Connectors yourself or start from scratch on the rules and macros. Simply load the rule or macro from the template library and customize from there!

 

1. New rule templates
   1. Create lead in Salesforce
   2. Send task to Salesforce
   3. Send email to Salesforce
2. New macro templates
   1. Create Salesforce opportunity
   2. Create Asana task

To access these templates, go to your Settings, select a workspace or choose the Company level, and then click Rules and macros. From there, create a new rule or macro and look for the Connect section to find these templates.