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Set up your first integration
Quickly connect Asana to Holded with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Holded - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Create Contact" in Holded.
You’re connected!
Zapier seamlessly connects Asana and Holded, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Workspace
- Project
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant
- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
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Practical ways you can use Asana and Holded
Generate invoices from completed tasks
When a task is marked completed in Asana, Zapier creates a sales invoice in Holded. This automation helps ensure billing aligns with task completions, streamlining finance operations and eliminating manual work.
Business OwnerTrack invoices for better analysis
When a new invoice is created in Holded, Zapier can log it as a task in Asana for tracking purposes. Data teams can use this to ensure all invoice records are centralized for analysis and future insights.
Data ScienceUpdate tasks when sales orders are created
When a new sales order is created in Holded, Zapier can add a corresponding task in Asana. This workflow ensures that project tracking aligns with sales orders, helping project managers stay in sync with sales teams.
Project ManagementLearn how to automate Asana on the Zapier blog
Frequently Asked Questions about Asana + Holded integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Holded
How can I integrate Asana with Holded?
You can integrate Asana with Holded using automation tools to facilitate triggers and actions between the two platforms. This typically involves setting up workflows where specific events in one app, like a new task in Asana, automatically trigger actions in Holded, such as creating an invoice.
What types of triggers are available for Asana and Holded integration?
The integration allows you to set up various triggers such as new tasks or updates in Asana that can start an automated workflow. For instance, when a task is completed in Asana, it could trigger an action in Holded like updating project status or sending a notification.
Are there any limitations with the current integration between Asana and Holded?
Currently, some limitations include the number of actions you can automate with a single trigger and the specific fields that are supported for transfer between Asana and Holded. We are continuously working on enhancing these capabilities.
What actions can be performed in Holded when a task is created in Asana?
When a new task is created in Asana, you can set this as a trigger to perform several actions within Holded, such as generating a new invoice, updating contact information, or adding project details.
Is it possible to update an existing record in Holded from Asana?
Yes, it is possible by setting an update action within your automation settings. For instance, changes made to task details in Asana can automatically update corresponding records or entries within your Holded applications.
Do I need programming skills to set up the integration between these two platforms?
No programming skills are required. Our integrations are designed for easy setup through user-friendly interfaces where you simply choose your desired triggers and resulting actions without any coding necessary.
Can I choose which data fields get transferred from Asana to Holded during the integration?
Yes, the integration setup allows you customize which data fields are transferred based on your specific workflows and business needs. You can select options like task name, due date from Asana for various uses in Holded.
