How to connect AccountancyManager + Asana
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- Client CreatedTriggers when a Client is created within AccountancyManager.Trigger
- Client DeletedTriggers when a Client is deleted within AccountancyManager.Trigger
- Client Marked as NLACTriggers when a Client is marked as "No Longer a Client" within AccountancyManager.Trigger
- Client UpdatedTriggers when a Client/Prospect is updated within AccountancyManager.Trigger
- Create ClientCreate a new Client within AccountancyManagerAction
- Disable ServiceDisable a service for a Client within AccountancyManager.Action
- Enable ServiceEnable a service for a Client within AccountancyManager.Action
- No Longer a ClientMarks a Client as NLAC.Action
- AccountancyManager
Update a Prospect to a Client within AccountancyManager.
Scheduled
Action
- AccountancyManager
Update a client within AccountancyManager
Scheduled
Action
- AccountancyManager
Find a client by company name
Scheduled
Action
- Asana
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Scheduled
Trigger
- Asana
Triggered when you add a new project.
Scheduled
Trigger
- Asana
Triggered when you add a new story.
Scheduled
Trigger
- Asana
Triggered when you add a new subtask.
Scheduled
Trigger
- Asana
Triggered when you create a new tag.
Scheduled
Trigger
- Asana
Triggered when you add a new task to a project.
Instant
Trigger
- Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
- Asana
Triggered when you add a new team.
Scheduled
Trigger
- Asana
Triggered when a task in a project is updated.
Instant
Trigger
- Asana
Triggered when you add a new user.
Scheduled
Trigger
- Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
- Asana
Attaches a File to a task.
Scheduled
Action
- Asana
Adds a subtask to an existing task.
Scheduled
Action
- Asana
Adds a new project.
Scheduled
Action
- Asana
Adds a new story (a comment is a story).
Scheduled
Action
- Asana
Adds a new task.
Scheduled
Action
- Asana
Adds a task to a section of a project.
Scheduled
Action
- Asana
Updates an existing Task.
Scheduled
Action
- Asana
Finds an existing project.
Scheduled
Action
- Asana
Finds an existing section within a workspace project.
Scheduled
Action
- Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
- Asana
Finds an existing task by its ID.
Scheduled
Action
- Asana
Finds an existing user of your Asana account.
Scheduled
Action
- Asana
Find or Create Project
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
How AccountancyManager + Asana Integrations Work
- Step 1: Authenticate AccountancyManager and Asana.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Asana Tutorials
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