Agencyjoy + Asana
Create Asana tasks for new Agencyjoy clients
Looking to stay responsive to your new Agencyjoy customers? This Zapier integration makes it easy. Once it's active, this integration will automatically create an initial project setup task in Asana as soon as a new client is added to Agencyjoy.
Looking to stay responsive to your new Agencyjoy customers? This Zapier integration makes it easy. Once it's active, this integration will automatically create an initial project setup task in Asana as soon as a new client is added to Agencyjoy.
- When this happens...New Client Is Added
Triggers when a new client is added in Agencyjoy.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
- Free forever for core features
- 14 day trial for premium features & apps
WorkspaceRequired
StageRequired
Try ItIn which workspace you need to add the Lead?Required
Try ItWorkspaceRequired
Try ItChoose WorkspaceRequired
Choose Activity TypeRequired
Activity Name
Guests
Starts AtRequired
Ends AtRequired
Color
Link to Lead/Customer
Internal Note
Description
Location
Mark As Done
Send Invites
In which workspace you need to add the customer?Required
Try ItWorkspaceRequired
Try ItChoose workspaceRequired
Lead email (optional)
Lead Id (optional)
Agencyjoy WorkspaceRequired
Client's full nameRequired
Client's Company
Client's email addressRequired
Client's phone number
Client's title or designation
Company's VAT number
Choose CurrencyRequired
Choose Client's OwnerRequired
Clientjoy Website
Choose Tags
Add a Note
Billing Address
Billing City
Billing State
Billing Country
Billing Zip
Shipping Address
Shipping City
Shipping State
Shipping Country
Shipping Zip
About Agencyjoy
Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.
Related categories
About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
