An automated workflow using zapier
Connects Setmore + Asana
Create Asana tasks for new Setmore Appointments
About this workflow template
This automation scenario allows you to connect Setmore 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.
Setmore and Asana can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Setmore
New Appointment in Setmore
Triggers when a new appointment is created.
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 Create Asana tasks for new Setmore Appointments.
Part I
Configure Applications
First, we need to connect Setmore and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Setmore to Zapier.
Give Zapier access to your Setmore account, using Setmore 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 Setmore
Choose the following trigger: New Appointment (Triggers when a new appointment is created.).
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 Setmore 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 tasks for new Setmore Appointments!
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
Create a new contact.
actionbyzapierCreate an appointment
Creates a new appointment.
actionbyintegromatCreate appointment
Create a new appointment.
actionbyzapierCreate a customer
Creates a new customer.
actionbyintegromatMake an api call
Performs an arbitrary authorized API call.
actionbyintegromatUpdate an appointment
Updates an appointment.
actionbyintegromat
Apps you need
Setmore is a powerful online scheduling tool designed to help small businesses connect with their clients easily. With its simple and clean calendar system, you can manage all your appointments, grow your business and provide excellent customer service. Say goodbye to playing phone tag and automate appointment reminders with Setmore for free.
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.
