• AccountancyManager logoAccountancyManager logo
  • Asana logoAsana logo

AccountancyManager + Asana Integrations

How to connect AccountancyManager + Asana

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  • AccountancyManager triggers, actions, and search
    Client Created
    Triggers when a Client is created within AccountancyManager.
    Trigger
    Instant
  • AccountancyManager triggers, actions, and search
    Client Deleted
    Triggers when a Client is deleted within AccountancyManager.
    Trigger
    Instant
  • AccountancyManager triggers, actions, and search
    Client Marked as NLAC
    Triggers when a Client is marked as "No Longer a Client" within AccountancyManager.
    Trigger
    Instant
  • AccountancyManager triggers, actions, and search
    Client Updated
    Triggers when a Client/Prospect is updated within AccountancyManager.
    Trigger
    Instant
  • AccountancyManager triggers, actions, and search
    Create Client
    Create a new Client within AccountancyManager
    Action
    Write
  • AccountancyManager triggers, actions, and search
    Disable Service
    Disable a service for a Client within AccountancyManager.
    Action
    Write
  • AccountancyManager triggers, actions, and search
    Enable Service
    Enable a service for a Client within AccountancyManager.
    Action
    Write
  • AccountancyManager triggers, actions, and search
    No Longer a Client
    Marks a Client as NLAC.
    Action
    Write
  • 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

  1. Step 1: Authenticate AccountancyManager and Asana.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Asana Tutorials

accountancymanager logo
accountancymanager logo

About AccountancyManager

AccountancyManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Learn more

Related categories

asana logo
asana logo

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
Learn more

Related categories

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