salesforce
Query Records
Detect newly closed-won opportunities in Salesforce.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Query Salesforce for opportunities that recently moved to Closed Won status to trigger project creation.
Search the workspace for any existing project tied to the account to avoid creating duplicates.
Create a new Asana project named for the client and opportunity, then add standard sections such as Kickoff, Discovery, Delivery, and Review.
Update the standard kickoff tasks with the appropriate assignees and due dates based on the opportunity close date and contract terms.
salesforce
Detect newly closed-won opportunities in Salesforce.
salesforce
Fetch full opportunity and account details for project setup.
asana
Identify the correct Asana workspace for the new project.
asana
Check for existing projects to avoid duplication.
asana
Add standard delivery sections to the new project.
asana
Assign kickoff tasks to the appropriate team members.
Integration
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Integration
Create, read, update, and delete tasks, projects, portfolios, and goals in Asana workspaces. Manage task assignments, due dates, subtasks, dependencies, tags, custom fields, attachments, and comments. Organize work with sections, project templates, and portfolios. Search tasks across workspaces, track time entries, manage team memberships, and subscribe to webhooks for real-time change notifications on resources.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like asana project kickoff from salesforce won opportunity into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.