Asana + Syncro
Create tasks in Asana for new customers from Syncro
Whenever a new customer is added in Syncro, this workflow instantly creates a task in your Asana app. It's a perfect tool to streamline your client onboarding process, ensuring nothing falls through the cracks and every task is taken care of efficiently. Improve organization and productivity by getting better visibility over your customer-related tasks.
Whenever a new customer is added in Syncro, this workflow instantly creates a task in your Asana app. It's a perfect tool to streamline your client onboarding process, ensuring nothing falls through the cracks and every task is taken care of efficiently. Improve organization and productivity by getting better visibility over your customer-related tasks.
- When this happens...New Customer
Triggers when you create a customer.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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New Customer
Triggers when you create a customer.
Try ItNew Payment
Triggers when a payment is made.
Try ItNew Ticket
Triggers when a Ticket is created.
Try ItTicket Status Changed
Triggers when a Ticket status is changed.
Try It
New Invoice
Triggers when a new invoice is created.
Try ItNew RMM Alert
Triggers when an RMM Alert is created.
Try ItTicket Resolved
Triggers when a Ticket is marked "Resolved".
Try ItAppointment SubjectRequired
Appointment Starts AtRequired
Appointment Ends AtRequired
Appointment Description
Appointment Location Type
Appointment Location
Ticket ID
Appointment Owner
Additional Attendees
All Day
Customer ID
