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Asana + Folderit DMS

Asana + Folderit DMS integrations

Create Asana tasks for new Folderit DMS files

Turn new Folderit DMS files into clear follow-up work in Asana. This Zap creates an Asana task for each new file and includes the Folderit file ID, parent folder, timestamps, and direct document context so nothing is missed.

When this happens...
New Folderit FileTriggers when a new file is added to the selected Folderit folder, optionally including subfolders.
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 Folderit DMS and Asana

Discover other triggers and actions you can use with Folderit DMS and Asana

- Endpoint Path
  Required
- Query Parameters (JSON)
- Result ID Path
Trigger
Polling
Try It
- Parent Folder
- Include Descendants?
Trigger
Polling
Try It
- Workflow Request Scope
  Required
Trigger
Polling
Try It
- Event Types
  Required
- Folderit Record UID
Trigger
Polling
Try It
- Folderit File UID
  Required
- New File Version
  Required
- File Name
  Required
- Content Type
Action
Write

- Parent Folder
  Required
- eForm Type UID
  Required
- Record Name
- Document Number
- Fields JSON
  Required
Action
Write
- Resource Type
  Required
- Resource UID
  Required
- Existing Public Share UID
- Public Access
  Required
- Status
  Required
- Expiration
Action
Write

- Resource Type
  Required
- Resource UID
  Required
- Existing Share UID
- Recipient Type
- Recipient
- Access Role
  Required
- Status
  Required
- Expiration
Action
Write
- Record UID
  Required
- Destination Folder
  Required
- Include Files Inside Folders?
- Include File People?
- Include Tags?
- Include Metadata?
- Include Relations?
- Include Reminders?
- Include Workflows?
- Include Shares?
Action
Write
- HTTP Method
  Required
- Endpoint Path
  Required
- Query Parameters (JSON)
- Request Body (JSON)
- Additional Headers (JSON)
Action
Write
- Folderit Record UID
  Required
- Workflow UID
- Workflow Status
- Page
- Results Per Page
Action
Write
- Name Contains
- Include Inactive?
- Include Deleted?
- Page
- Results Per Page
- Sort
  Required
Action
Write
- Folderit Folder
  Required
- Include
  Required
- Page
- Results Per Page
- Sort
  Required
- Folders First?
Action
Write
- Folderit Record UID
  Required
- Task UID
  Required
Action
Write
- Operation
  Required
- Record UID
  Required
- Related Record UID
- Page
- Results Per Page
Action
Write
- Resource Type
  Required
- Resource UID
  Required
- Share UID
  Required
- Confirmation
  Required
Action
Write
- eForm Record UID
  Required
- eForm Type UID
  Required
- Field Changes JSON
  Required
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- Metadata (JSON)
  Required
Action
Write
- Search Query
- Search In
- Record Type
  Required
- Parent Folder
- Document Number
- Extension
- Tag UID
- Metadata Field UID
- Metadata Value
- Created From
- Created To
- Maximum Results
Action
Search
- Search Value
  Required
- Record Type
  Required
- Parent Folder UID
- Require an exact UID or name match?
Action
Search
- Record UID
  Required
Action
Search
- 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

- Folderit Folder
- Include Descendants?
Trigger
Polling
Try It
- Folderit Folder
  Required
- Include files in subfolders?
Trigger
Polling
Try It
- Event Types
  Required
- Folderit Folder
- Include Descendants?
- Record Type
  Required
Trigger
Polling
Try It
Workflow Request Responded To
Triggers when a Folderit workflow request is accepted or rejected.
Trigger
Polling
Try It
- Folderit Record UID
  Required
- Record Type
  Required
- Approver Email
  Required
- Instructions
- Due Time
- Automatic Timeout
- Show record metadata to the approver?
Action
Write
- Folderit Record UID
  Required
- Task Method
  Required
- Recipient Type
  Required
- Recipient
  Required
- Instructions
- Due At
- Automatic Timeout At
- Order Type
  Required
- Show Metadata?
- Show eForm Fields?
- Show Related Records?
Action
Write
- Record Type
  Required
- Record UID
  Required
- Existing Reminder UID
- Recipient Type
  Required
- Recipient
  Required
- Reminder Message
  Required
- Reminder Time
  Required
- Recurrence
  Required
Action
Write
- Folderit File UID
  Required
Action
Write
- Folderit Folder
  Required
- Folder Path
  Required
Action
Write
- Scope
  Required
- Record UID
- Event Names
- From
- To
- Maximum Results
Action
Write
- File
  Required
- Source Document ID
  Required
- Imported File Name
  Required
- Imported File MIME Type
  Required
- Source File Size (Legacy, Optional)
- Source Created At
  Required
- Source Modified At
  Required
- Source Document URL
  Required
- Folderit Folder
  Required
- Folderit Path
- Source Document Name
- Source Revision
- Use controlled-release safeguards?
- Release ID
- Exported At
- Subsequent Release Behavior
- Stop the Zap if import fails?
Action
Write
- File UID
  Required
- Page
- Results Per Page
- Sort
  Required
Action
Write
- Scope
  Required
- Record UID
- Due State
  Required
- Page
- Results Per Page
- Sort
  Required
Action
Write
- File UID
  Required
- Operation
  Required
- Lock Until
- Exact Lock ID
Action
Write
- Record UID
  Required
- Operation
  Required
- Tag
  Required
- File Lock ID
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- Workflow
  Required
Action
Write
- Folderit Record UID
  Required
- Record Type
  Required
- New Name
- Move to Folder
- Document Number
- Note
- Due Date
Action
Write
- Record UID
  Required
- Metadata Field
  Required
- Select Option
- Value (JSON)
- File Lock ID
Action
Write
- Find By
  Required
- eForm Record UID
- eForm Type UID
- Parent Folder UID
- Name or Content Query
- Field UID
- Field Value
- Maximum Results to Inspect
Action
Search
- Search Scope
  Required
- Folderit Record UID
- Task UID
- Inbox Scope
- Task Status
- Recipient Email
- Updated From
- Updated To
- Maximum Results to Inspect
Action
Search
- 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
- Mentions_copy
- Users to mention
- Mention position
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

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 Folderit DMS

Folderit DMS is a cloud document management system for organizing files, metadata, approvals, document workflows, sharing, and records.

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