Asana is a web and mobile application designed to help teams organize, track, and manage their work. From the small stuff to the big picture, Asana organizes work so teams know what to do, why it matters, and how to get it done.
If you use Asana for task and project management, keep reading to find out how to automatically create an Asana task when someone opts into your list from a Flodesk form.
Asana can be a great tool for managing prospective clients. In this article, we have set up an Asana project to keep track of where each lead is in their new client journey, from sending an introductory email to signing the contract and sending the first invoice.
For this example, we will assume that opting in through a Flodesk form is the first step to express interest in working with you.
After the subscriber opts-in, Zapier will automatically create a new task in Asana and this article will show you how to set that up.
Things you’ll need for the integration
At least one project and section in Asana
At least one segment in Flodesk
Connecting Asana and Flodesk via Zapier
Step 1. Create a new zap and give it a name.
Step 2. Select Flodesk as the Trigger and choose an Event.
For this example, we will use “Subscriber Added to Segment” as the event that starts the zap.
This means that the zap will start when a subscriber is added to a segment in Flodesk. We will customize the trigger event later.
Step 3. If this is your first time connecting Flodesk and Zapier, you’ll be prompted to log into your Flodesk account.
Step 4. After you connect Zapier to your Flodesk account, you can customize the trigger. When subscribers are added to a specific segment, the zap will start.
In this step, you’ll choose that segment.
Step 5. Zapier will test the trigger to make sure it works properly. This step is optional.
Step 6. Create a new Action.
Select Asana as the Action and choose the event. For this example, we will use “Create Task” as the action that happens when the zap runs.
Step 7. If this is your first time connecting Asana and Zapier, you’ll be asked to give Zapier permission to access your Asana account.
If you’re already logged into Asana on another browser tab, your login information will automatically pull into Zapier. If you aren’t already logged into Asana, you’ll be asked to log in first, then give Zapier permission to access your account.
Step 8. Finish setting up your action by selecting your Workspace, Project, Section, Task Name, and Due Date in Asana.
In the example below, the subscriber will be added as a task under the “Send introduction email” section.
Step 9. Test your zap. If the test was successful, you will see your new subscriber listed as a task in Asana.
Step 10. After the test is successful, you can review the zap or turn on the zap so that it’s live.
Let’s sum it up
You can use Zapier to automatically create an Asana task when you have a new subscriber in Flodesk. All you need is a segment in Flodesk and at least one project and section in Slack to get started.
You’ll want to use Flodesk as the trigger app and Slack as the action app. From there, you can follow the prompts to complete the zap setup.
More to learn:
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