Asana + Bullhorn CRM
Create notes in Bullhorn CRM when new tags are added to tasks in Asana
Streamline your task management and customer relations using this efficient workflow. Adding a tag to a task in Asana now sparks the creation of a Note in Bullhorn CRM, ensuring seamless coordination between both platforms. This process not only bolsters productivity but also brings about smoother operations, saving you precious time while optimizing your customer relationship processes.
Streamline your task management and customer relations using this efficient workflow. Adding a tag to a task in Asana now sparks the creation of a Note in Bullhorn CRM, ensuring seamless coordination between both platforms. This process not only bolsters productivity but also brings about smoother operations, saving you precious time while optimizing your customer relationship processes.
- When this happens...
Tag Added to TaskTriggered when you add a tag to a task.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new Note.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
Task NameRequired
WorkspaceRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTearsheet NameRequired
Person TypeRequired
Fields to LookupRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFederal Filing Status
First Name
Last Name
Email
Username
Is Day Light Savings
Salary
Middle Name
Company Name
Travel Limit
Day Rate
Date Available
Date of Birth
Day Rate Low
Fax 3
Fax 2
Name Prefix
Custom Text 12
Custom Text 11
Custom Text 10
Pager
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Float 3
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Custom Text 20
Ethnicity
Custom Text Block 1
Comments
Custom Float 2
Custom Text Block 2
Custom Float 1
Name Suffix
Phone
Custom Date 1
Custom Int 1
Custom Date 2
Custom Date 3
Custom Int 3
Custom Int 2
Social Security Number (SSN)
Phone 2
Phone 3
LocalAddtionalWitholdingsAmount
Description
Gender
Employee Type
Occupation
Hourly Rate
Fax
Status
Tax State
Company URL
Owner Name
StateAddtionalWitholdingsAmount
Date Available End
Work Phone
Hourly Rate Low
Custom Text 7
Custom Text 6
Custom Text 9
Custom Text 8
Custom Text 3
Custom Text 2
Preferred Contact
Custom Text 5
Custom Text 4
Custom Text 1
Email 2
Email 3
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
Id
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
CommentsRequired
Personal Reference EmailRequired
Owner Name
Date Added
Minutes Spent
Personal Reference Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Description
Date Begin
Date End
Date Completed
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Candidate by ID
This action requires Swimlane Number and Corp Token which can be provided by a Bullhorn Customer Specialist, and Candidate ID which can be obtained from New Candidate and Updated Candidate triggers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email
Candidate ID
Fields to LookupRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Make Public?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Task IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Mark Task as complete?
Mark Task as liked?
Name
Assignee
Followers
Tags
Description
Is the description rich text?
Custom Field Info
WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
WorkspaceRequired
Projects (Any)
Text
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Resource Subtype
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Task NameRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Mobile Phone
Status
Address: Address 1
Address: Address 2
Address: City
Address: State
Address: Postal Code
First Name
Last Name
Full Name
Client Corporation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
DescriptionRequired
Contact Email
Contact Name
Corporation
Correlated Custom Date 1
Correlated Custom Date 2
Correlated Custom Date 3
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text 10
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 2
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 20
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Full Name
Status
Company Name
Company URL
Phone
Cell Phone
Description
Email
Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Corporation
Contact Email
Contact Name
Actual Close Date
Assigned Date
Benefits
Bonus Package
Branch Code
Campaign Source
Committed
Correlated Custom Float 1
Correlated Custom Float 2
Correlated Custom Float 3
Correlated Custom Int 1
Correlated Custom Int 2
Correlated Custom Int 3
Correlated Custom Text 1
Correlated Custom Text 10
Correlated Custom Text 2
Correlated Custom Text 3
Correlated Custom Text 4
Correlated Custom Text 5
Correlated Custom Text 6
Correlated Custom Text 7
Correlated Custom Text 8
Correlated Custom Text 9
Correlated Custom Text Block 1
Correlated Custom Text Block 2
Correlated Custom Text Block 3
Cost Center
Custom Date 1
Custom Date 2
Custom Date 3
Custom Float 1
Custom Float 2
Custom Float 3
Custom Int 1
Custom Int 2
Custom Int 3
Custom Text 1
Custom Text 10
Custom Text 11
Custom Text 12
Custom Text 13
Custom Text 14
Custom Text 15
Custom Text 16
Custom Text 17
Custom Text 18
Custom Text 19
Custom Text 2
Custom Text 20
Custom Text 3
Custom Text 4
Custom Text 5
Custom Text 6
Custom Text 7
Custom Text 8
Custom Text 9
Custom Text Block 1
Custom Text Block 2
Custom Text Block 3
Custom Text Block 4
Custom Text Block 5
Deal Value
Degree List
Description
Education Degree
Effective Date
Estimated Duration
Estimated End Date
Estimated Hours Per Week
Estimated Start Date
Expected Bill Rate
Expected Close Date
Expected Fee
Expected Pay Rate
Egnore Until Date
Is Deleted
Is Open
Mark Up Percentage
Num Openings
On Site
Options Package
Priority
Public Description
Published Zip
Reason Closed
Salary
Salary Unit
Skill List
Source
Status
Type
Weighted Deal Value
Will Relocate
Win Probability Percent
Years Required
Id
Email Blueprint Company Name
Owner Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Candidate
Get data of a specific candidate based on Candidate ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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.
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Bullhorn provides cloud-based CRM solutions for companies in service-based industries. Its data capture and customer insight technology puts the most up-to-date and powerful information at users' fingertips to give them everything they need to win customers and keep them happy.
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