Asana + Follow Up Boss Integrations

How to connect Asana + Follow Up Boss

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When this happens...

Completed Task

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

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Add Collaborators

Adds selected users as collaborated on a given contact.

Supported triggers and actions

What does this mean?

Completed Task
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Trigger
Scheduled
New Project
Triggered when you add a new project.
Trigger
Scheduled
New Story
Triggered when you add a new story.
Trigger
Scheduled
New Subtask
Triggered when you add a new subtask.
Trigger
Scheduled
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled

New Task in Project
Triggered when you add a new task to a project.
Trigger
Instant
Tag Added to Task
Triggered when you add a tag to a task.
Trigger
Scheduled

New Team
Triggered when you add a new team.
Trigger
Scheduled

Asana
Triggered when a task in a project is updated.
Instant
Trigger
Asana
Triggered when you add a new user.
Scheduled
Trigger
Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
Asana
Attaches a File to a task.
Scheduled
Action
Asana
Adds a subtask to an existing task.
Scheduled
Action
Asana
Adds a new project.
Scheduled
Action
Asana
Adds a new story (a comment is a story).
Scheduled
Action
Asana
Adds a new task.
Scheduled
Action
Asana
Adds a task to a section of a project.
Scheduled
Action
Asana
Updates an existing Task.
Scheduled
Action
Asana
Finds an existing project.
Scheduled
Action
Asana
Finds an existing section within a workspace project.
Scheduled
Action
Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
Asana
Finds an existing task by its ID.
Scheduled
Action
Asana
Finds an existing user of your Asana account.
Scheduled
Action
Asana
Finds or creates a specific find project.
Scheduled
Action
Asana
Finds or creates a specific find task 2.
Scheduled
Action
Asana
Finds or creates a specific find task id.
Scheduled
Action
Follow Up Boss
Fires when a new appointment is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a new deal is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when the stage of a deal is updated in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a contact's stage is updated in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Adds selected users as collaborated on a given contact.
Scheduled
Action
Follow Up Boss
Adds tags to a contact.
Scheduled
Action
Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
Follow Up Boss
Creates a note on a contact
Scheduled
Action
Follow Up Boss
Create a task for a contact.
Scheduled
Action
Follow Up Boss
Logs a call on a contact.
Scheduled
Action
Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action

How Asana + Follow Up Boss Integrations Work

Step 1: Authenticate Asana + Follow Up Boss.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Asana + Follow Up Boss

About Asana

Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.

Learn More

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Project Management

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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn More