Automation & workspaceUSA won deal becomes a project in Asana, a client's request becomes a task with a link to their card, and the manager sees task progress in the CRM without asking the team.
Asana is where the delivery team lives: projects, tasks, sections, deadlines and who is doing what. The CRM is where the client, the deal and the money live. Between them there is usually a person — the account manager who creates the project by hand after every sale, retypes what was agreed and then keeps asking in chat whether the task is done. The connection takes that person out of the middle: a won deal opens a project or a task from your template with the client's details already in it, a client's request becomes a task with a link to the card, a task completed in Asana is reflected on the deal in the CRM, and a comment from the team lands in the client's history. The team keeps working in Asana, managers keep working in the CRM, and nobody copies anything.
Before after every sale the account manager creates a project in Asana by hand, copies the checklist from the last one and retypes the client's details — half an hour per client, and steps get missed.
After the moment the deal is marked won, a project appears from your template with the client, the agreed scope, the deadline and a link to the deal already in it; the team lead only assigns people.
Before the client writes 'please change the logo on the banner', the manager forwards it to the designer in chat, and a week later nobody remembers which client and which banner.
After the manager marks the message as a request in the CRM, and a task appears in Asana with the client's words, a link to the card and the manager's name; the designer opens the card and sees the whole history before starting.
Before the manager asks the team 'is it done yet?' several times a day, and the client asks the manager the same.
After when the team completes the task or moves it to another section in Asana, the deal in the CRM shows the same stage on its own, and the manager answers the client without opening Asana.
Before the designer writes in the task 'need the source file from the client', and the manager sees it only when they think to open Asana.
After a comment on the task is copied to the client's history in the CRM with the author and the time, the manager reads it in their usual place and asks the client for the file right away.
For those who want to check: each point links to the official documentation page it comes from.
Asana's platform is built on a REST API, app components and webhooks; apps can be built and shared, or built only for your own organization.
Source: developers.asana.com ↗ checked 2026-09-28A personal access token gives access to the Asana REST API on behalf of its owner; for apps acting on behalf of other users Asana recommends OAuth.
Source: developers.asana.com ↗ checked 2026-09-28Webhooks push events to the integration via HTTP POST instead of the integration repeatedly polling Asana for changes.
Source: developers.asana.com ↗ checked 2026-09-28Webhook events are delivered in under a minute on average, most within 10 minutes; if the receiving server does not answer within 10 seconds, Asana retries for up to 24 hours.
Source: developers.asana.com ↗ checked 2026-09-28When a rate limit is hit, Asana answers 429 with a Retry-After header saying how many seconds to wait; limits are counted per token.
Source: developers.asana.com ↗ checked 2026-09-28Asana limits how often it can be asked: the number of requests per minute depends on whether your Asana domain is on a paid plan or not, and when the limit is exceeded Asana answers with error 429 and names how many seconds to wait; the connection is built to wait and retry, and bulk changes go in portions. No more than 50 reads and 15 writes may be in progress at the same time, and heavy jobs such as duplicating a project, creating one from a template or exporting are limited to 5 at once per user — including the ones that user starts in Asana by hand. Notifications from Asana are usually delivered within a minute, but Asana designs them as 'at most once': in rare cases an event may not arrive and cannot be replayed, so for changes that must never be lost we add a periodic check on top of the notifications. To receive notifications at all, the connection needs its own server with a public address that answers within 10 seconds; if it stays silent, Asana keeps retrying for a day and then stops. A personal access key acts on behalf of the person who issued it, so we recommend a named user with access to the agreed projects only, and a regular review of issued keys.
Three steps from a first message to work on your project.
Describe the task in the form — in text or by voice. Budget and timing are optional.
A developer studies the brief, asks about anything unclear and sends an estimate.
Once scope and price are agreed, the work begins.
or write to info@coreviaflow.space
Describe the task in text or a voice message. We look at your setup and reply with a plan.
Four services people come to us for most often. Each page explains what we do, how the work goes and where to start.
Choose the system, set up the pipeline, migrate data, train the team.
Learn more →Accounting, telephony, website, payments and messengers feed the CRM on their own.
Learn more →Orders, requests and answers around the clock, straight into your CRM.
Learn more →Flows between CRM, email, spreadsheets, payments and AI, on your own server.
Learn more →
Automation & workspaceUSA won deal becomes a task in Jira, a client's complaint becomes a support task with a link to their card, and the manager sees the task status in the CRM without asking the engineers.
See scenarios →
CRMUSThe board-style CRM from monday.com: connect it once, and leads, deals and contacts stay in sync with your other tools
See scenarios →
Automation & workspaceUSDeals from the CRM appear as pages in your Notion base, tasks ticked off in Notion move the deal forward, and the team's wiki stays where the team already is.
See scenarios →
Automation & workspaceUSSlack as the team's alert desk: leads, deals and calls from the CRM land in a channel, and the team acts on them without leaving the chat
See scenarios →
Automation & workspaceUSZapier links your services without code: we set up the links, or replace them with our own code when there are too many steps
See scenarios →
Automation & workspaceUSThe spreadsheet your team already lives in: leads flow from a Google Sheet into your CRM, reports flow back into the sheet, and nobody copies rows by hand
See scenarios →Implementation · Development · Integrations →
Asana is a trademark of its owner. CoreviaFlow is not affiliated with it unless stated otherwise. Screenshots are taken from public vendor materials; the source is shown under each one.
