Asana + Follow Up Boss

Create notes in Follow Up Boss when new tags are added to tasks in Asana

Organize your tasks and streamline client follow-ups with this Asana and Follow Up Boss workflow. Whenever you add a tag to a task in Asana, a note will be created in Follow Up Boss, making it easy to keep track of task updates and ensure timely communication with your leads. Save time and stay on top of your tasks effortlessly with this efficient automation.

When this happens...
Tag Added to Task
Triggered when you add a tag to a task.
TriggerScheduled
automatically do this!
Create Note
Creates a note on a contact
ActionWrite

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Supported triggers and actions

What does this mean?

- Workspace
- Project
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- ProjectRequired
- Task
- Workspace
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It

- Workspace / OrganizationRequired
Trigger
Scheduled
Try It
- Workspace / Organization
Trigger
Scheduled
Try It

- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
Action
Search
- Workspace
- Email Address or IDRequired
Action
Search
- ProjectRequired
- Task NameRequired
- WorkspaceRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
- Task IDRequired
- WorkspaceRequired
- 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
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
Trigger
Scheduled
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Make Public?Required
Action
Write
- 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
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- Task IDRequired
- Mark Task as complete?
- Mark Task as liked?
- Name
- Assignee
- Followers
- Tags
- Description
- Is the description rich text?
- Custom Field Info
- WorkspaceRequired
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Premium 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
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
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 more Help

Related categories

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Asana + Follow Up Boss

Create notes in Follow Up Boss when new tags are added to tasks in Asana

Completed Task

Workspace

Project

New Comment on a Task

ProjectRequired

New Story

ProjectRequired

Task

Workspace

New Completed Subtask

WorkspaceRequired

ProjectRequired

New Attachment Added to Task

WorkspaceRequired

ProjectRequired

New Team

Workspace / OrganizationRequired

New User

Workspace / Organization

Add Task to Section of Project

Task IDRequired

WorkspaceRequired

ProjectRequired

SectionRequired

Position in Section

Before/After Task ID

Create Duplicate Task

Helptext

Workspace

Project

Tag

NameRequired

Task Fields

Create Section

Workspace / OrganizationRequired

ProjectRequired

Section NameRequired

Section to Insert After

Section to Insert Before

Create Task

WorkspaceRequired

Name

Description

Is the description rich text?

Mark Task as complete?

Mark Task as liked?

Assignee

Followers

Tags

Custom Field Info

Create Story

WorkspaceRequired

ProjectRequired

TaskRequired

TextRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Section in Project

WorkspaceRequired

ProjectRequired

Section NameRequired

Find Task by ID

Task IDRequired

Find User

Workspace

Email Address or IDRequired

Find or Create Task

ProjectRequired

Task NameRequired