Asana + LeadConnector
Create Asana projects from templates when LeadConnector pipeline stages change
When a pipeline stage changes in LeadConnector, you can immediately turn those updates into new projects in Asana. This workflow eliminates the need for manual data transfer, ensuring your project management stays up-to-date, and you can focus on more critical tasks. Benefit from streamlined operations and improved efficiency offered by this automation.
When a pipeline stage changes in LeadConnector, you can immediately turn those updates into new projects in Asana. This workflow eliminates the need for manual data transfer, ensuring your project management stays up-to-date, and you can focus on more critical tasks. Benefit from streamlined operations and improved efficiency offered by this automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Workspace
Project
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
WorkspaceRequired
ProjectRequired
Try It
