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Won Pipedrive deal starts onboarding in Asana
When a deal is won, the onboarding task is waiting in Asana and the team is told.
Pipedrive → Asana → Slack
Apps › Productivity
On every plan, Free included.
Asana automation with Bizomate
Work that starts outside Asana — a client's email, a signed order, a support request — should not wait for someone to copy it in. Bizomate creates the task with its assignee, due date and custom fields, keeps it up to date, and starts a workflow as soon as a task is added, changed or completed. Every run leaves a record of what it did.
At a glance
| Label | Value |
|---|---|
| Plans | Every plan |
| Connect | A personal access token |
| Starts runs | Instantly |
| Kind | Connected app · Productivity |
What can start a workflow
New task in a project
When a task is added to a project
When a task is added to a project
Publishing sets up a webhook on the project; there is nothing to paste. A task moved into the project counts as new to it, as Asana sees it.
Task completed
When a task in a project is marked complete
When a task in a project is marked complete
When a task in the project is marked complete. Set up when you publish.
Task updated
When a task in a project changes
When a task in a project changes
Any change, or only the fields you name to watch, by Asana's names — assignee, due_on, custom_fields. Several changes at once start one run. Set up when you publish.
New comment
When someone comments on a task in a project
When someone comments on a task in a project
A comment on any task in the project. Set up when you publish.
What a workflow can do with it
Create a task
Adds a task to a project, or a subtask under a task
Adds a task to a project, or a subtask under a task
With an assignee, a due day or time, a section, tags, the project's own custom fields and followers — or as a subtask under a parent task. Tags the workspace does not have yet are made.
Update a task
Changes a task's name, notes, assignee, due date or custom fields
Changes a task's name, notes, assignee, due date or custom fields
Only the fields you fill in change.
Complete a task
Marks a task complete
Marks a task complete
Add a comment
Comments on a task
Comments on a task
Find tasks
A project's tasks, or a person's, by whether they are done and when they changed
A project's tasks, or a person's, by whether they are done and when they changed
A project's tasks or a person's, done or not, changed since a date; up to 1,000.
Add a task to a project
Puts a task in another project, in a section if you choose one
Puts a task in another project, in a section if you choose one
Puts a task in another project as well, in a section if you choose one.
Attach a file
Attaches a file from an earlier step to a task
Attaches a file from an earlier step to a task
Create a project
A new project in a team, blank or from a template
A new project in a team, blank or from a template
In a team, blank or from one of your templates.
Questions about Asana
Can it fill in my project's custom fields?
Yes. Choose the project, and its custom fields appear as rows to fill in: a choice by its option's name, several separated with commas, and people by email. Only the fields you fill in are set.
Do I set anything up in Asana for the triggers?
No. Publishing adds the webhook to the project, and every publish sets it up again. Changing to another trigger or project, or deleting the workflow, removes it.
Whose name is on the tasks and comments?
The token's. A personal access token acts as the person who made it, so tasks, comments and files appear as theirs, and reach only the workspaces and projects they can.
Can a new client get a whole project?
Yes. Create a project makes one in a team from one of your Asana templates — an onboarding plan, say — named for the client, and later steps can add tasks to it.