An automated workflow using integromat
Connects Zoho Invoice + Asana
Create Asana tasks from Zoho Invoices
About this workflow template
This automation scenario allows you to connect Zoho Invoice and Asana
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Zoho Invoice and Asana can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Invoice
Watch Invoices in Zoho Invoice
Trigger when an invoice is created or updated.
Then this action happens in Asana
Create a Task or a Subtask in Asana
Creates a task or a subtask.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Asana tasks from Zoho Invoices.
Part I
Configure Applications
First, we need to connect Zoho Invoice and Asana to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Invoice to Make.com.
Give Make.com access to your Zoho Invoice account, using Zoho Invoice credentials.
Connect Asana to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Zoho Invoice
Choose the following trigger: Watch Invoices (Trigger when an invoice is created or updated.).
Then set up an Action for Asana
Choose this action: Create a Task or a Subtask (Creates a task or a subtask.).
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 Zoho Invoice 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 from Zoho Invoices!
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-connectalbatoTag added to task (legacy)
Triggered when you add a tag to a task.
triggerbyzapierCompleted task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
triggerbyzapierautomateioNew task
Triggers when a new task is added to project
triggerbyautomateiozapierNew team
Triggered when you add a new team.
triggerbyzapierpipedream
Create an invoice
Creates an invoice for your customer.
actionbyintegromatCreate new invoice
Create a New Invoice
actionbyzapierCreate new contact
Creates a new contact.
actionbyzapierGet an invoice
Gets the details of an invoice.
actionbyintegromatCreate a contact
Creates a contact with given information.
actionbyintegromatGet a contact
Get details of a contact.
actionbyintegromat
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
