Asana + Follow Up Boss

Create new Asana projects from templates when tags are added to contacts in Follow Up Boss

When a new tag is added to a contact in Follow Up Boss, prompt your team's productivity in Asana by creating a new project from a template right away. This workflow allows you to immediately respond and deliver tagged contacts related services or products, saving you time and reducing the risk of oversight. Enhance your efficiency and customer responsiveness with this seamless integration between Follow Up Boss and Asana.

When a new tag is added to a contact in Follow Up Boss, prompt your team's productivity in Asana by creating a new project from a template right away. This workflow allows you to immediately respond and deliver tagged contacts related services or products, saving you time and reducing the risk of oversight. Enhance your efficiency and customer responsiveness with this seamless integration between Follow Up Boss and Asana.

  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 Project From Template

    Creates a new project from a custom template.

    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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asana logo

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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follow-up-boss logo
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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