Asana + Sage Accounting
Asana + Sage Accounting
Asana + Sage Accounting integrations
Create tasks in Asana for new sales invoices in Sage Accounting
Streamline your financial tasks with this simple workflow. When a new sales invoice is generated in Sage Accounting, a corresponding task will be created in Asana. This seamless integration provides an effective solution to track your sales-related tasks in real time, enhancing productivity and financial management within your business operations.
- When this happens...
New Sales InvoiceTriggers when a new sales invoice is created.TriggerPolling - automatically do this!
Create TaskCreates a new task in Asana with specified details.ActionWrite
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More things you can do with Sage Accounting and Asana
Discover other triggers and actions you can use with Sage Accounting and Asana
New Contact PaymentTriggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Service Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Business Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
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- Product Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
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- Quote Number or ReferenceRequired
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- NameRequired
- DescriptionRequired
- Item_code
- Notes
- Active
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- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- ProjectRequired
- Task
- Workspace
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
- Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/OrganizationTriggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
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
- Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- ProjectRequired
- Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Project
- Task IDRequired
- Maximum Results
- Comment Order
ActionThis is an event a Zap performs.SearchFind existing data in your app- Premium_user_help_text
- Workspace IDRequired
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- NameRequired
- Team
- 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 found
- New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment Reference
- Payment DateRequired
- Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - DescriptionRequired
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Item_code
- Notes
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Product Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact NameRequired
- Contact ReferenceRequired
- Payment ReferenceRequired
- Payment DateRequired
- Total Payment AmountRequired
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- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
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- Invoice Number or ReferenceRequired
- DateRequired
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
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- Service Code or DescriptionRequired
- DescriptionRequired
- Item_code
- Notes
- Active
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- Business Name or Reference to search for the Contact GUIDRequired
- Business NameRequired
- Reference
- Notes
- Credit Limit
- Credit Term Days
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- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- ProjectRequired
- SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task IDRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TaskRequired
- 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
- Project NameRequired
- Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Parent TaskRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace
- Task IDRequired
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace/Organization
- Team
- Project NameRequired
- Include Archived Projects
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Project
- Task IDRequired
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID or GIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- ProjectRequired
- Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email Address or User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Task ID or GIDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
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
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.
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