An automated workflow using zapier
Connects Pipedrive + Asana
Generate Asana tasks for new Pipedrive deals matching a filter
About this workflow template
This automation scenario allows you to connect Pipedrive 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
Pipedrive and Asana can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Pipedrive
Deal Matching Filter in Pipedrive
Triggers when a deal newly matches a Pipedrive filter for the first time.
Then this action happens in Asana
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 Generate Asana tasks for new Pipedrive deals matching a filter.
Part I
Configure Applications
First, we need to connect Pipedrive and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive 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 Pipedrive
Choose the following trigger: Deal Matching Filter (Triggers when a deal newly matches a Pipedrive filter for the first time.).
Then set up an 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 Pipedrive 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 Generate Asana tasks for new Pipedrive deals matching a filter!
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.
triggerbyzapieriftttautomateioTag 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.
triggerbyzapierautomateioUpdated task in project (legacy)
Triggered when a task in a project is updated.
triggerbyzapierWatch new tasks
Checks whether new tasks have been made.
triggerbyintegromat
Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectCreate person
Creates a new person.
actionbyzapierpabbly-connectCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead.
actionbyzapierintegratelyUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelyCreate a person
Creates a person.
actionbyintegromat
Apps you need
Pipedrive alternatives
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.
