Asana + Follow Up Boss

Create tasks in Asana when person stages are updated in Follow Up Boss

Keep on top of evolving customer relationships and tasks with this workflow. When a person's stage gets updated in Follow Up Boss, a new task will be created in Asana. This automation makes sure that any changes in your contact stages directly reflect in your task management, ensuring you're always aware and ready for the next steps. Say goodbye to manually copying updates and embrace a streamlined process.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Task
Adds a new task.
ActionWrite

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Supported triggers and actions

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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Project
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Privacy Setting
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
- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Task IDRequired
Action
Search
- Email Address or IDRequired
Action
Search
- 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 Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
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
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- SectionRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
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
- 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
- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
- Limit
- Sort Order
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
- 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

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

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

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Asana + Follow Up Boss

Create tasks in Asana when person stages are updated in Follow Up Boss

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Completed Task

New Comment on a Task

New Story

New Subtask

New Attachment Added to Task

Tag Added to Task

Updated Task

New Workspace/Organization

Attach File

Create Project From Template

Create Subtask

Create Task from Template

Create Comment/Story

API Request (Beta)

Find Project

Find Task in Project

Find Task by ID

Find User

Find or Create Task

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

New Task

New Project

New Completed Subtask

New Tag Created

Task Moved to Section

New Team

New User

Add Task to Section of Project

Create Duplicate Task

Create Section

Create Task

Create Project

Update Task

Find All Tasks from Project

Find Section in Project

Find Comments for Task

Find Task in Workspace

Find or Create Project

Find or Create Task

About Asana

Related categories

Similar apps

Google Tasks

Todoist

Toodledo

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates