MULTI-APP TOOLKIT
Build with Asana + Zoho CRM
- Multi-app
- One MCP session
- 37 actions
- 23 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Asana and Zoho CRM tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "asana,zoho_crm",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Asana and Zoho CRM tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add Task To Section:
const result = await mcp.callTool({
name: "asana-add-task-to-section",
arguments: {
task: "Task",
section_gid: "Section GID",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [asanaTools, zohoCrmTools] =
await Promise.all([
pd.components.list({ app: "asana" }),
pd.components.list({ app: "zoho_crm" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=asana" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=zoho_crm" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Asana
Connected account
Zoho CRM
Connected account
TOOLS
Asana tools
The Asana tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 25
-
Add Task To Section
actionMoves a task into a specific section within an Asana project, removing it from any other section it currently occupies in that project. Use Search Sections to find the section GID and Search Tasks to find the task GID. Returns an empty object{}on success. Example: call withproject: '1204567890123456',task: '1202345678901234',section_gid: '1203456789012345'→ task is moved into that section and returns{}. See the documentationWritev1.0.0 -
Create Project
actionCreates a new project in an Asana workspace or team. Use this to set up a new initiative, sprint, or work stream. For organization workspaces you must supply ateamGID (use List Teams to find it). Returns the new project record including itsgid. Example: call withprojectName: 'Q4 Marketing Campaign',workspace: '1200123456789012',team: '1203456789012345',defaultView: 'board'→ returns{gid: '1204567890123456', name: 'Q4 Marketing Campaign'}. See the documentationWritev1.0.0 -
Create Subtask
actionCreates a new subtask nested under an existing parent task. Use this when the work is a sub-item of another task; for top-level tasks use Create Task. The parent task GID is required. Returns the new subtask record including itsgid. Example: call withtask_gid: '1202345678901234',subtaskName: 'Write first draft',due_on: '2026-10-05'→ returns{gid: '1207890123456789', name: 'Write first draft', resource_type: 'task'}. See the documentationWritev1.0.0 -
Create Task
actionCreates a new task in Asana. Use this to add a standalone task to a workspace or project. For subtasks, use Create Subtask instead; for template-based tasks, use Create Task from Template. Returns the new task record including itsgid. Example: call withtaskName: 'Review Q3 report',workspace: '1200123456789012',due_on: '2026-10-01'→ returns{gid: '1202345678901234', name: 'Review Q3 report', resource_type: 'task'}. See the documentationWritev1.0.0 -
Create Task Comment
actionAdds a comment (story) to an existing Asana task. Use this to post a text update or pinned note visible to task followers. Provide eithertext(plain text) orhtml_text(HTML-formatted), but not both. Returns the new story record including itsgidandtype. Example: call withtask_gid: '1202345678901234',text: 'Approved — ready to ship!'→ returns{gid: '1209012345678901', type: 'comment', text: 'Approved — ready to ship!'}. See the documentationWritev1.0.0 -
Create Task from Template
actionCreates a new Asana task by instantiating an existing task template. Use this when a team has a reusable task structure (e.g. a bug-report or onboarding template); for ad-hoc tasks use Create Task. Use List Task Templates to find the template GID. This kicks off an asynchronous job — the response is a job resource, not the finished task;new_task.gidis available immediately but the task's fields may still be populating, so use Find Task by ID if you need to confirm it's ready. The new task's project and memberships are determined by the template itself, not by any project passed here. Example: call withtaskTemplateId: '1205678901234567',name: 'Bug: Login page crash'→ returns{gid: '1205555555555555', resource_type: 'job', new_task: {gid: '1206789012345678'}}. See the documentationWritev1.0.0 -
Delete Task
actionDeletes an Asana task. This moves the task to the deleting user's trash and removes it from active views immediately; it can be recovered for 30 days before Asana permanently removes it. Use Find Task by ID to confirm the task GID before deleting. Returns an empty data object{}on success. Example: call withtask_gid: '1202345678901234'→ returns{}. See the documentationWritev1.0.0 -
Find Task by ID
actionRetrieves the complete record for a single Asana task by its GID. Use this to fetch full task details (description, assignee, due date, custom fields) after obtaining a task GID from Search Tasks. UseoptFieldsto request additional fields not returned by default. Example: call withtask_gid: '1202345678901234',optFields: ['due_on','assignee','custom_fields']→ returns the full task record for that GID. See the documentationRead-onlyv1.0.0
Triggers top 4 of 14
-
New Project Added To Workspace (Instant)
triggerEmit new event for each new project added to a workspace.Instantv0.1.15 -
New Story Added To Project (Instant)
triggerEmit new event for each story added to a project.Instantv0.1.15 -
New Subtask (Instant)
triggerEmit new event for each subtask added to a project.Instantv1.0.15 -
New Completed Task (Instant)
triggerEmit new event for each task completed in a project.Instantv0.1.15
TOOLS
Zoho CRM tools
The Zoho CRM tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 12
-
Convert Lead
actionConverts a Lead into a Contact or an Account. See the documentationRead-onlyv0.1.3 -
Create Object
actionCreate a new object/module entry. See the documentationWritev0.3.5 -
Download Attachment
actionDownloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.Writev0.2.4 -
Get Object
actionGets record data given its id.Read-onlyv0.2.3 -
List Attachments
actionGets the list of attachments for a record in Zoho CRM. Use List Modules to find themoduleAPI name and List Objects to find therecordId. Results are paginated 200 per page (pageis 0-indexed). See the documentationRead-onlyv0.0.3 -
List Fields
actionGets the field metadata for the specified moduleRead-onlyv0.2.3 -
List Modules
actionRetrieves a list of all the modules available in your CRM account.Read-onlyv0.0.4 -
List Objects
actionGets the list of available records from a module.Read-onlyv0.2.3
Triggers top 4 of 9
-
New Contact (Instant)
triggerEmits an event each time a new contact is created in Zoho CRMv0.0.11 -
New Event (Instant)
triggerEmit new custom events from Zoho CRMv0.0.16 -
New Lead (Instant)
triggerEmits an event each time a new lead is created in Zoho CRMv0.0.11 -
New Module Entry (Instant)
triggerEmit new events each time a new module/record is created in Zoho CRMv0.0.15
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- asana,zoho_crm
- Primary app
- Asana (asana)
- Second app
- Zoho CRM (zoho_crm)
- Authentication
- OAuth + OAuth
- Available actions
- 37
- Available triggers
- 23