Initiates the activation of a user activated workflow as part of an automated workflow process.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Creates a flat fee billing entry associated with a specific legal matter.

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Searches for and returns the most recently created contact that matches a specified custom field value.

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Locates the latest matter associated with a given client email address.

Retrieves details of a team member based on user identification criteria.

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

Triggers when a new Comment is added to a Task in Asana.

Triggered when you add a new story.

Triggered when you add a new subtask.

Triggers when an attachment is added to a task.

Triggered when a Tag is added to a Task.

Triggered when a Task is updated in a Project.

Adds a Task to a Section of a Project.

Duplicates an existing task.

Creates a new section within a project.

Creates a new task in Asana from a selected template.

Adds a new project.

Adds a comment or story to a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds an existing project.

Finds an existing section within a workspace project.

Finds comments for a specific task.

Searches for tasks in a workspace using Asana's search API. Returns multiple results as returned by the API. Supports custom fields and advanced filtering. Available only to premium Asana users.

Finds an existing user of your Asana account.

Find or Create Project

Generates a new communication entry, such as an email, phone call, or internal message.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Identifies the most recently created matter based on a specified custom field criterion.

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

Triggered when a Task is added to a Project.

Triggers when a new Project is created.

Triggers when a Subtask is completed in Asana.

Triggers when a Task is moved to a section.

Triggered when you add a new team.

Triggered when you add a new user.

Adds a tag to an existing task.

Attaches a File to a task.

Creates a new project from a custom template.

Adds a Subtask to an existing Task.

Creates a new task in Asana with specified details.

Removes a tag from an existing task.

Updates multiple properties of an existing Asana task. This is a comprehensive update action that can modify task details, assignment, dates, followers, tags, and custom fields in a single operation.

Searches for all tasks in a specific project with optional filters. Returns tasks as line items, up to 500 tasks.

Finds an existing project with enhanced filtering and search capabilities.

Finds all attachments for a specific task by its ID.

Finds an existing task by its ID.

Finds an existing task within a workspace project(s).

Finds an existing user of your Asana account with enhanced search capabilities.

Find or Create Task