AccuLynx + Asana
Create Asana tasks from new AccuLynx jobs by milestone listing
Improve your project management and coordination with this AccuLynx and Asana workflow. Whenever a new 'Jobs by Milestone' list is added to AccuLynx, a corresponding list is instantly created in Asana. This automation enhances your productivity, provides more time for crucial responsibilities, and promotes team collaboration by ensuring everyone is up to date and on the same page regarding job progression.
Improve your project management and coordination with this AccuLynx and Asana workflow. Whenever a new 'Jobs by Milestone' list is added to AccuLynx, a corresponding list is instantly created in Asana. This automation enhances your productivity, provides more time for crucial responsibilities, and promotes team collaboration by ensuring everyone is up to date and on the same page regarding job progression.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extension 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
NameRequired
NameRequired
