An automated workflow using zapier
Connects Dubsado + Asana
Create new Asana tasks for new Dubsado leads
About this workflow template
This automation scenario allows you to connect Dubsado and Asana
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Dubsado
New Project as Lead in Dubsado
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Then these actions happen in Asana
Create Task in Asana
Adds a new task.
Create Task in Asana
Adds a new task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create new Asana tasks for new Dubsado leads.
Part I
Configure Applications
First, we need to connect Dubsado and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Dubsado to Zapier.
Give Zapier access to your Dubsado account, using Dubsado credentials.
Connect Asana to Zapier.
Give Zapier access to your Asana account, using Asana credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Dubsado
Choose the following trigger: New Project as Lead (Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.).
Then set up an Action for Asana
Choose this action: Create Task (Adds a new task.).
Then set up another Action for Asana
Choose this action: Create Task (Adds a new task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Dubsado and Asana.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create new Asana tasks for new Dubsado leads!
Related Automation Templates
Supported triggers and actions
New task in project (legacy)
Triggered when you add a new task to a project.
triggerbyzapierNew project
Triggered when you add a new project.
triggerbyzapieriftttautomateiopabbly-connectalbatoTag added to task (legacy)
Triggered when you add a tag to a task.
triggerbyzapierCompleted task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
triggerbyzapierautomateioNew task
Triggers when a new task is added to project
triggerbyautomateiozapierNew team
Triggered when you add a new team.
triggerbyzapierpipedream
Create project
Creates a new project.
actionbyzapierCustom actions (beta)
Create a new action using AI.
actionbyzapierApi request (beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
actionbyzapierNew project as lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
triggerbyzapierContract signed
Triggers when a client submits a signed contract.
triggerbyzapierNew payment received
Triggers when a client makes a payment on an invoice.
triggerbyzapier
Apps you need
Asana is a powerful work management platform that simplifies team collaboration and project management. With Asana, you can track and prioritize tasks, monitor progress in real-time, and connect all your work in one place. From small tasks to big initiatives, Asana helps teams achieve great results, anywhere, anytime.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
