Asana + Canopy
Create tasks in Asana with each updated clients' info in Canopy
Stay on top of your workflow with this automation. Whenever client information is updated in Canopy, a new task will be created in Asana. This helps ensure you never miss a beat when managing your client relations, giving you more time to focus on what matters most - providing top-notch service to your clients.
Stay on top of your workflow with this automation. Whenever client information is updated in Canopy, a new task will be created in Asana. This helps ensure you never miss a beat when managing your client relations, giving you more time to focus on what matters most - providing top-notch service to your clients.
- When this happens...Individual Client Info Updated
Triggers when an individual client's info is updated.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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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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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.