Create new Asana projects from templates for every new Follow Up Boss deal
When a new deal emerges in Follow Up Boss, expedite your project planning phase in Asana. This automation creates a new project from a template in Asana right when the deal is marked as new in Follow Up Boss. It streamlines your operational workflow, enabling you to focus more on closing deals rather than setting up project templates.
When a new deal emerges in Follow Up Boss, expedite your project planning phase in Asana. This automation creates a new project from a template in Asana right when the deal is marked as new in Follow Up Boss. It streamlines your operational workflow, enabling you to focus more on closing deals rather than setting up project templates.
- When this happens...New Deal
Fires when a new deal 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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