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:
When this trigger fires in Procore
Triggers when a new RFI is added.
Then these actions happen in Asana
Adds a new task.
Adds a new task.
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
First, we need to connect Procore and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Procore to Zapier.
Give Zapier access to your Procore account, using Procore credentials.
Connect Asana to Zapier.
Give Zapier access to your Asana account, using Asana credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Procore 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 tasks in Asana from new Procore RFI's!
Triggered when you add a new task to a project.
Triggered when you add a new project.
Triggered when you add a tag to a task.
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Triggered when you add a new team.
Triggered when a task in a project is updated.
Creates a new document.
Creates a new RFI.
Updates a project meeting.
Creates a new call log.
Creates a new change event.
Creates a new company contact.
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.