Asana + Google Calendar + Wealthbox CRM Integrations
How to connect Asana + Google Calendar + Wealthbox CRM
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Do even more with Asana + Google Calendar + Wealthbox CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Asana, Google Calendar, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.
Workspace
Required if no project is selected below. May be needed to avoid errors when selecting a Project below.
Project
Required if on the Asana Free plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Specify which project to watch for new stories.
Task
Specify which task. If blank, defaults to stories on the project itself only, but NOT all stories on all tasks.
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace
You may have to select a workspace if you get errors when loading Tags below.
TagRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planHelptext
Please specify a project, tag, or workspace of the task that you are duplicating.
Workspace
Project
Tag
NameRequired
The name of the new task.
Task Fields
One or more fields to be included in the duplicated task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
An existing section in the project after which the new section should be inserted. This field cannot be used in combination with "Section to Insert Before." Please use one or the other.
Section to Insert Before
An existing section in the project before which the new section should be inserted. This field cannot be used in combination with "Section to Insert After." Please use one or the other.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
Project
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Name
Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
Task Completed?
Name
Notes
Due On
Cannot be used if Due At field is filled in.
Due At
Cannot be used if Due On field is filled in.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the project to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Specify one or more projects to search for an existing task.
Task NameRequired
The name of the task to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Paginated results are only available if workspace is selected.
Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
The existing project that contains the task to be found.
NameRequired
The name of the task to find (exact match first, fuzzy match second).
Workspace / OrganizationRequired
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
Workspace / OrganizationRequired
Project
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Name
Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendarRequired
When testing, make sure there's at least one event cancelled event in the last 3 hours.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Time Before
How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
Time Before (Unit)
Search Term
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Attendee/sRequired
Insert a single email address to invite one person (
ann@gmail.com). Insert a comma-separated list of email addresses to invite multiple people (ann@gmail.com, maria@gmail.com)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Specify which event you want to delete.
Notify Attendees?
Send notifications about the deletion of the event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Describe EventRequired
Plain text description of event. Google parses this string to create the event. eg. 'Dinner with Michael 7pm on 07/23/2012' or 'Meet Ash 03:30PM tomorrow'
Attendees
Specify email addresses to invite to attend this event.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Calendar are located here https://developers.google.com/calendar/api/v3/reference
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.Start Time
Limit matches by start time. Can be something like
+1 monthto only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 monthto only show events with an end time later than in a month from now.Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workflow Step Complete
Triggers when an existing workflow step is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Phone Number Type
Primary Phone Number
Phone Number
Email Type
Primary Email Address
Email Address
Street Address Type
Street Address Line 1
Street Address Line 2
City
Zip Code
State
Country
Primary Street Address
First Name
Last Name
Prefix
Middle Name
Suffix
Nickname
Job Title
Twitter Handle
Company
Background Information
Birthdate
Website URL
Primary Website
Gender
Contact Source
Marital Status
Birthplace
Maiden Name
Tags
Note
Contact Type
Assigned To
Referred By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
The contact you wish to related to this Note.
Type
ContentRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Organizer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
TypeRequired
Tags
Email Address
Email Type
Primary Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
The first, last or full name of the Contact you wish to search for.
Phone Number
Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
Id
Enter the ID of the Contact that you wish to search for.
Type
ActionThis is an event a Zap performs.SearchFind existing data in your app
Workspace / Organization
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Workspace
You may have to select a workspace if you get errors when loading Projects.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace / Organization
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
You need to choose a project before you can choose a task.
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
You must have a custom template saved in a Workspace or Team. https://asana.com/guide/help/premium/custom-templates
Project NameRequired
Make Public?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
Name
Notes
Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Specify which project.
TaskRequired
Specify which task.
TextRequired
Specify your text.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
Workspace must be specified to get dropdown selections in the Task, Project and Section list below. Not required if you will be using custom values to set the fields below.
TaskRequired
Task to be moved to a project's section. The dropdown here will only include tasks that are assigned to you, but you can use this action with any task in the workspace selected above by specifying a "Custom Value" for this task field..
ProjectRequired
Project to which to move the task. Tasks can only be moved to projects in the same workspace..
Section
Section to which to move the task. Task will be moved to the bottom of the section. If section is not specified for a list-type project, the task will be moved to the no section area of the project. If the section is not specified for a board-type project, the task will be added to the first column of the board.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Asana are located here https://asana.com/developers/api-reference/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
The existing project that contains the task to be found.
Section NameRequired
The name of the section to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the project to find (exact match first, fuzzy match second).
WorkspaceRequired
Team
If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace / OrganizationRequired
ProjectRequired
Specify one or more projects to search for an existing task.
NameRequired
The name of the task to find (exact match first, fuzzy match second).
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Calendar
Triggers when a calendar is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
Search Term
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendarRequired
When setting up, make sure this calendar has at least one event updated in the last 3 hours.
Expand Recurring Events
Do you want us to trigger on each instance of a recurring event if the series is updated?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Search TermRequired
Triggers only on events containing the search term. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
The title of the calendar.
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Add Conferencing?
If "Yes," automatically creates a video meeting link for the event.
Start Date & TimeRequired
Date and time of when this event starts. See this help doc for more information.
End Date & TimeRequired
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will be assigned to this event on your calendar? Note: you can only select a color from the list of event colors provided from your calendar. This setting will only affect your calendar, not attendees' calendars. See this help doc for more information.
Attendees
This email address will be invited to attend the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no".
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
Guests Can Modify Event
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Note: You must be able to edit the selected calendar from the Google Calendar account you connected. See this help doc for more information.
EventRequired
Event you want to update
Summary
Summary of the new event
Description
Description of the new event
Location
Location of the new event
Start Date & Time
Date and time of when this event starts. See this help doc for more information.
End Date & Time
Date and time of when this event ends.
Repeat Frequency
Select a frequency to make this event repeating.
Repeat Until
The event will repeat only until this date, if set.
Repeat How Many Times?
Limit the number of times this event repeats.
All day
Color
What color will this event show up as on the calendar? Note: you can only select a color from the provided list of event colors from your calendar. See this help doc for more information.
Attendees
This email address will be invited to attend the event. Note that if you provide email addresses here, they will replace all the existing attendees on the event.
Visibility
Use Default Reminders?
Use your calendar's default reminders, or set specific below (can be empty).
Reminders
To use these you have to set "Use Default Reminders?" to "no". Note these will replace all existing reminders, if set.
Minutes Before Reminders
Set the number of minutes before the event, to send reminders (max is 40320: 4 weeks in minutes).
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Search TermRequired
Will search across the event name and description. Does not include canceled events. If there are multiple matches, the earliest event will be returned. Note: Search operators such as
ANDorORdo not work here. If you search for more than one word (e.g.apple banana) we will only find events with bothappleANDbananain them, rather than events that containsappleORbanana.Start Time
Limit matches by start time. Can be something like
+1 monthto only show events with a start time later than in a month from now.End Time
Limit matches by end time. Can be something like
+1 monthto only show events with an end time later than in a month from now.
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Comment
Triggers when a new comment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Event
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workflow
Triggers when a new workflow is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.HouseholdRequired
Choose a household from the dropdown or use a custom value to populate the household from a previous step.
MemberRequired
TitleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
The contact you wish to associate with the new Event.
TitleRequired
Description
Starts AtRequired
Ends AtRequired
All Day
Category
State
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Related Contact
The contact you wish to associate with the new Opportunity.
NameRequired
Description
Target Close DateRequired
ProbabilityRequired
Opportunity StageRequired
Manager
Amount
Currency
Kind
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Category
Related Contact
The contact you wish to related to this Task.
Type
Should always be set to "Contact".
NameRequired
Due DateRequired
Description
Assigned To
Complete
Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow TemplateRequired
Linked to TypeRequired
Linked to IdRequired
This field is the Id of the linked Contact, Opportunity, or Project — not its name.
Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Name
The first, last or full name of the Contact you wish to search for.
Phone Number
Enter the phone number of the contact that you wish to search for, may be in any format, Wealthbox CRM will strip it down to its numbers before searching.
Id
Enter the ID of the Contact that you wish to search for.
Type
Phone Number Type
Primary Phone Number
Phone Number
Email Type
Primary Email Address
Email Address
Street Address Type
Street Address Line 1
Street Address Line 2
City
Zip Code
State
Country
Primary Street Address
First Name
Last Name
Prefix
Middle Name
Suffix
Nickname
Job Title
Twitter Handle
Company
Background Information
Birthdate
Website URL
Primary Website
Gender
Contact Source
Marital Status
Birthplace
Maiden Name
Tags
Note
Contact Type
Assigned To
Referred By
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Asana + Google Calendar + Wealthbox CRM Integrations Work
- Step 1: Authenticate Asana, Google Calendar, and Wealthbox CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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