How to connect Morningstar AdviserLogic + Asana
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- New or Updated ClientTriggers when a client is created or updated.Trigger
- New Diary EventTriggers when a new event is added to your diary. Only triggers for events in the next 2 months.Trigger
- Add/Update AdviserLogic Diary Event From Microsoft Outlook Ca...Triggers, when a new event is added in outlook calendar or existing event, is updated on outlook calendar.Action
- Add/Update AdviserLogic Diary Event From Microsoft Google Cal...Triggers, when a new event is added in the Google calendar or an existing event, is updated on Google calendar.Action
- Create or Update ClientCreates a new client, or updates to existing by Client ID or External ID.Action
- Create or Update EntityUpdates the existing entity, otherwise creates a new entity.Action
- Completed TaskTriggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.Trigger
- New ProjectTriggered when you add a new project.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 Morningstar AdviserLogic + Asana Integrations Work
- Step 1: Authenticate Morningstar AdviserLogic 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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