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Asana + Jobber

Generate projects in Asana from templates with every new client in Jobber

Streamline your project management process with this Jobber-Asana automation. When a new client is added in Jobber, a project is instantly created from a template in Asana. This ensures that all your projects maintain a consistent structure while reducing manual work and boosting efficiency.

Streamline your project management process with this Jobber-Asana automation. When a new client is added in Jobber, a project is instantly created from a template in Asana. This ensures that all your projects maintain a consistent structure while reducing manual work and boosting efficiency.

  1. When this happens...
    JobberJobber
    New Client

    Triggers when a client is created.

    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

What does this mean?
  • Jobber triggers, actions, and search

    New Client

    Triggers when a client is created.

    Trigger
    Instant
    Try It
  • Jobber triggers, actions, and search

    New Job Completion

    Triggers when a job completion is created.

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Company Name

    • Email Address

    • Phone Number

    • Street 1

    • Street 2

    • City

    • State/Province

    • Country

    • Zip/Postal Code

    Action
    Write
  • Jobber triggers, actions, and search

    New Quote Approval

    Triggers when a quote approval is created.

    Trigger
    Instant
    Try It
    • ClientRequired

    • Add another line item?

    Action
    Write
asana logo
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 moreHelp

Related categories

  • Project Management

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jobber logo
jobber logo

About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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