Asana + Follow Up Boss

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

Stay organized and improve your productivity with this efficient workflow. When a new tag is added to a contact in Follow Up Boss, a corresponding task is immediately created in your Asana. This saves time and ensures nothing falls through the cracks in your client follow-up process, allowing you to focus more on building strong customer relationships.

Stay organized and improve your productivity with this efficient workflow. When a new tag is added to a contact in Follow Up Boss, a corresponding task is immediately created in your Asana. This saves time and ensures nothing falls through the cracks in your client follow-up process, allowing you to focus more on building strong customer relationships.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Task

    Creates a new task in Asana with specified details.

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    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
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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

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  • Project Management

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follow-up-boss logo

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

Related categories

  • CRM (Customer Relationship Management)

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