An automated workflow using zapier
Connects Quotient + Asana
Create Asana projects from accepted Quotient quotes
About this workflow template
This automation scenario allows you to connect Quotient and Asana
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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
Quotient and Asana can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Quotient
Quote Accepted in Quotient
Triggers when a Quote is Accepted.
Then this action happens in Asana
Create Project in Asana
Adds a new project.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Asana projects from accepted Quotient quotes.
Part I
Configure Applications
First, we need to connect Quotient and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Quotient to Zapier.
Give Zapier access to your Quotient account, using Quotient 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 Quotient
Choose the following trigger: Quote Accepted (Triggers when a Quote is Accepted.).
Then set up an Action for Asana
Choose this action: Create Project (Adds a new project.).
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 Quotient 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 Asana projects from accepted Quotient quotes!
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-connectCompleted task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
triggerbyzapierautomateioTag added to task (legacy)
Triggered when you add a tag to a task.
triggerbyzapierNew team
Triggered when you add a new team.
triggerbyzapierpipedreamNew project added to workspace (instant)
New project added to workspace (instant)
triggerbypipedream
Create contact
Creates a new Contact.
actionbyzapierCreate lead
Creates a new Lead.
actionbyzapierQuote accepted
Triggers when a Quote is Accepted.
triggerbyzapierQuote sent
Triggers when a New Quote is first Sent.
triggerbyzapierCustomer asked question
Triggers when a Customer asks a New Question.
triggerbyzapierCustomer viewed quote
Triggers every time a Customer views a Quote.Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
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.
