Create Asana projects from accepted Quotient quotes

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Quotient to Zapier.

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

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  Connect Asana to Zapier.

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

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Quotient

  Choose the following trigger: Quote Accepted (Triggers when a Quote is Accepted.).

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  Then set up an Action for Asana

  Choose this action: Create Project (Adds a new project.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Quotient and Asana.

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  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 Asana projects from accepted Quotient quotes!