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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Completed Task" from Asana.

Add your action

An action happens after the trigger—such as "Add Activity to Contact" in TotalBrokerage.

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Zapier seamlessly connects Asana and TotalBrokerage, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Asana to TotalBrokerage integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Asana and TotalBrokerage to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Workspace
- Project
  Required
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- 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
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Trigger
Instant
Try It
Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Trigger
Instant
Try It
Activity Added to Contact
Trigger
Instant
Try It
Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Trigger
Instant
Try It
Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Trigger
Instant
Try It
Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Trigger
Instant
Try It
Transaction Created
Triggers when a new transaction is created.
Trigger
Instant
Try It
Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Trigger
Instant
Try It
Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Trigger
Instant
Try It
Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Trigger
Instant
Try It
Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Trigger
Instant
Try It
Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Trigger
Instant
Try It
Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Trigger
Instant
Try It
Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Trigger
Instant
Try It
- Contact ID
  Required
- Activity Type
  Required
- Note
Action
Write
- Contact ID
  Required
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address or ID
  Required
- Type
- Phone Number
- Type
- Tags
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
Action
Write
- Contact ID
  Required
- Tags
Action
Write
- Account ID
  Required
- Enabled
  Required
Action
Write
- Contact ID
  Required
- First Name
  Required
- Last Name
  Required
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address or ID
  Required
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route
Action
Write
- Account ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Vendor ID
  Required
Action
Search

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Polling
Try It
- Workspace
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
Account Created
Triggers when a new account is created in your brokerage.
Trigger
Instant
Try It
Account Updated
Triggers when an account in your brokerage is updated.
Trigger
Instant
Try It
Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created for your brokerage.
Trigger
Instant
Try It
Contacts Imported
Triggers when contacts are mass imported into the CRM.
Trigger
Instant
Try It
Activity Added to Transaction
Trigger
Instant
Try It
Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Trigger
Instant
Try It
Transaction Date Added
Triggers when a new date is added to a transaction.
Trigger
Instant
Try It
Transaction Date Removed
Triggers when a date is removed from a transaction.
Trigger
Instant
Try It
Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Trigger
Instant
Try It
Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Trigger
Instant
Try It
Email Received for Transaction
Triggers when an email is received for a transaction.
Trigger
Instant
Try It
Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Trigger
Instant
Try It
Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Trigger
Instant
Try It
Transaction Property Updated
Triggers when the property information for a transaction is updated.
Trigger
Instant
Try It
Transaction Status Updated
Triggers when the status of a transaction is updated.
Trigger
Instant
Try It
- Transaction ID
  Required
- Activity Type
  Required
- Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Contact Capture Email Address
- Offices
  Required
Action
Write
- Contact ID
  Required
- Tags
Action
Write
- Account ID
  Required
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
- Offices
  Required
Action
Write
- Contact ID
  Required
- First Name
  Required
- Last Name
  Required
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address or ID
  Required
- Type
- Phone Number
- Type
- Tags
- Notes
- Owner
- Office
- Lead Route
Action
Write
- First Name
  Required
- First Name Criteria
- Last Name
  Required
- Last Name Criteria
- Company
- Company Criteria
- Email Address or ID
  Required
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- Tags
- Tags Criteria
- Include Trashed Contacts?
Action
Search
- Contact ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search

Learn how to automate Asana on the Zapier blog

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.

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About TotalBrokerage

The only complete Real Estate Brokerage software solution from contact through closing.

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CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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