Asana + Socket

Asana + Socket integrations

Create new tasks in Asana when proposals are won in Socket

Streamline your project management process with this smooth workflow. When you win a proposal in Socket, a task will instantly be created in your Asana workspace. This setup allows your team to start working right away, eliminating the need to manually set new tasks and improving your overall efficiency.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
automatically do this!
Create TaskCreates a new task in Asana with specified details.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Socket and Asana

Discover other triggers and actions you can use with Socket and Asana

Proposal Activated
Triggers when a proposal becomes active.
Trigger
Instant
Try It
Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Trigger
Instant
Try It
Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
Try It
Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Trigger
Instant
Try It
Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Trigger
Instant
Try It

Proposal Resent
Triggers when a proposal is resent to the client.
Trigger
Instant
Try It
Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
Trigger
Instant
Try It

Proposal Status Changed
Triggers when an existing proposal changes status.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is won.
Trigger
Instant
Try It
Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Trigger
Instant
Try It
- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
Action
Write
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace / Organization
  Required
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Trigger
Instant
Try It
Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
Try It
Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
Try It
Proposal Lost
Triggers when a proposal is marked as lost.
Trigger
Instant
Try It
Proposal Renewal Started
Triggers when a proposal renewal is started.
Trigger
Instant
Try It
Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Trigger
Instant
Try It
Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Trigger
Instant
Try It
Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Trigger
Instant
Try It
Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Trigger
Instant
Try It
- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Write
- Workspace
- Project
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- 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
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
Action
Search or write

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 moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Google Tasks

Google, Task Management

Todoist

Task Management

Toodledo

Task Management

About Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

HelpHelp

Related categories

Accounting