Procore
Asana
zapier

An automated workflow using zapier

Connects Procore + Asana

Create tasks in Asana from new Procore RFI's

About this workflow template

This automation scenario allows you to connect Procore 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.

Procore and Asana can also be integrated using automation tools other than zapier:

Diagram

Create tasks in Asana from new Procore RFI's
Workflow diagram: Procore + Asana integration

How it works?

When this trigger fires in Procore

Procore

New RFI in Procore

Triggers when a new RFI is added.

Then this action happens in Asana

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 Create tasks in Asana from new Procore RFI's.

Part I

Configure Applications

First, we need to connect Procore and Asana to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Procore to Zapier.

    Connect Procore to Zapier.

    Give Zapier access to your Procore account, using Procore credentials.

  • Connect Asana to Zapier.

    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 Procore

    Set up a Trigger action for Procore

    Choose the following trigger: New RFI (Triggers when a new RFI is added.).

  • Then set up an Action for Asana

    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

    Customize data flow

    Configure the data that is exchanged between Procore and Asana.

  • Test the workflow and turn it on for production use

    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 tasks in Asana from new Procore RFI's!

Supported triggers and actions

  • Asana

    New task in project (legacy)

    Triggered when you add a new task to a project.

    zapier
    triggerbyzapier
  • Asana

    New project

    Triggered when you add a new project.

    zapieriftttautomateiopabbly-connect
    triggerbyzapieriftttautomateiopabbly-connect
  • Asana

    Completed task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    zapierautomateio
    triggerbyzapierautomateio
  • Asana

    Tag added to task (legacy)

    Triggered when you add a tag to a task.

    zapier
    triggerbyzapier
  • Asana

    New team

    Triggered when you add a new team.

    zapierpipedream
    triggerbyzapierpipedream
  • Asana

    New project added to workspace (instant)

    New project added to workspace (instant)

    pipedream
    triggerbypipedream
  • Procore

    Create document

    Creates a new document.

    zapier
    actionbyzapier
  • Procore

    Create rfi

    Creates a new RFI.

    zapier
    actionbyzapier
  • Procore

    Update project meeting

    Updates a project meeting.

    zapier
    actionbyzapier
  • Procore

    Create a call log

    Creates a new call log.

    zapierintegromat
    actionbyzapierintegromat
  • Procore

    Create change event

    Creates a new change event.

    zapier
    actionbyzapier
  • Procore

    Create company contact

    Creates a new company contact.

    zapier
    actionbyzapier

Apps you need

Asana

Asana

Project Management

A versatile cloud project management platform

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

Zapier

Automation Platforms

No-code automation service

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.