Create new Asana projects from templates for every new contact in Follow Up Boss
This workflow kicks in whenever you add a new contact in Follow Up Boss, instantly setting up a corresponding project from a template in Asana. This swift communication between Follow Up Boss and Asana ensures your team stays informed about new clients and provides a more organized management for related tasks. This automation is particularly beneficial in streamlining your client onboarding process, lessening the chance of overlooking imperative tasks while handling new customers.
This workflow kicks in whenever you add a new contact in Follow Up Boss, instantly setting up a corresponding project from a template in Asana. This swift communication between Follow Up Boss and Asana ensures your team stays informed about new clients and provides a more organized management for related tasks. This automation is particularly beneficial in streamlining your client onboarding process, lessening the chance of overlooking imperative tasks while handling new customers.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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