Asana + Chargify

Create tasks in Asana for new customers in Chargify

When a new customer is added in Chargify, stay organized and efficient by setting up this automation. It ensures that a corresponding task is created in Asana, helping you to manage follow-ups or onboarding tasks without missing a beat. Keep your project management well-coordinated and your customer handling smooth with this workflow.

When this happens...
New CustomerTriggers when a customer is added.
TriggerPolling
automatically do this!
Create TaskCreates a new task in Asana with specified details.
ActionWrite

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More things you can do with Chargify and Asana

Discover other triggers and actions you can use with Chargify and Asana

New Customer
Triggers when a customer is added.
Trigger
Polling
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Polling
Try It
Updated Subscription
Triggers when a subscription is updated.
Trigger
Polling
Try It
- First_name
- Last_name
- Email
  Required
- Cc_emails
- Organization
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Write
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
- Id
- Organization
Action
Search

- Product_family_id
- Product Family Name
- Product Family Description
Action
Search
- Email
  Required
- Id
- Organization
- First_name
- Last_name
- Cc_emails
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Search or write
- Workspace
- Project
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Trigger on subtasks?
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
Action
Search or write

New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
- Event Trigger
  Required
Trigger
Polling
Try It
- Type of discount
  Required
- Product Family
  Required
- Name
  Required
- Code
  Required
- Description
  Required
- Allow_negative_balance
- Recurring
- End_date
- Stackable
- Compounding_strategy
- Restricted_products
- Restricted_components
Action
Write
- Product
  Required
- Name
  Required
- Handle
- Price_in_cents
  Required
- Interval
  Required
- Interval_unit
  Required
- Trial_price_in_cents
- Trial_interval
- Trial_interval_unit
- Trial_type
- Initial_charge_in_cents
- Initial_charge_after_trial
- Expiration_interval
- Expiration_interval_unit
Action
Write
- Subscription
  Required
- Product
- Receives_invoice_emails
- Next_billing_date
- Net_terms
Action
Write
- Product_family_id
  Required
- Include_archived
Action
Search
- Product_id
- Product_name
- Product_description
Action
Search
- Subscription_id
  Required
Action
Search
- Subscription_id
  Required
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
Action
Search or write
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace / Organization
  Required
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

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.

Learn moreLearn moreHelpHelp

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About Chargify

Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.

Learn moreLearn moreHelpHelp

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