Cling + Asana Integrations

How to connect Cling + Asana

Zapier lets you send info between Cling and Asana automatically—no code required.

When this happens...

automatically do this!

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

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Try It
Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
Try It
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
Try It
- Client type
  Specify if your new client is a individual or a company
- Client nameRequired
  Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
- Client socialSecurityNumber / organisationNumber
  Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
- Client reference
  If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
- Client email
  Specify a default client email, example "john@domain.com"
- Client cellphone
  Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
  Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
- Client cellphone region
  Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
- Client street
  Street of the client, example "Vasagatan 3"
- Client zip
  Zip of the client, example "11152"
- Client city
  City of the client, example "Stockholm"
- Client reverse VAT
  Specify if the client uses reverse VAT as default
- Client note
  Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Action
Write
- Document IDRequired
  Specify the id of the document that should be sent
Action
Write

- Workspace / Organization
  Specify which workspace/organization.
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
  You may have to select a workspace if you get errors when loading Projects.
Trigger
Scheduled
Try It

- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
  Specify which workspace/organization.
Trigger
Scheduled
Try It
- Workspace / Organization
  Specify which workspace/organization.
Trigger
Scheduled
Try It
- ProjectRequired
- TaskRequired
  You need to choose a project before you can choose a task.
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
  You must have a custom template saved in a Workspace or Team. https://asana.com/guide/help/premium/custom-templates
- Project NameRequired
- Make Public?Required
Action
Write
- Parent TaskRequired
  Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
- Name
- Notes
- Due On
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
- Due At
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Write
- WorkspaceRequired
- ProjectRequired
  Specify which project.
- TaskRequired
  Specify which task.
- TextRequired
  Specify your text.
Action
Write
- Workspace
  Workspace must be specified to get dropdown selections in the Task, Project and Section list below. Not required if you will be using custom values to set the fields below.
- TaskRequired
  Task to be moved to a project's section. The dropdown here will only include tasks that are assigned to you, but you can use this action with any task in the workspace selected above by specifying a "Custom Value" for this task field..
- ProjectRequired
  Project to which to move the task. Tasks can only be moved to projects in the same workspace..
- Section
  Section to which to move the task. Task will be moved to the bottom of the section. If section is not specified for a list-type project, the task will be moved to the no section area of the project. If the section is not specified for a board-type project, the task will be added to the first column of the board.
Action
Write
- Api Docs Info
  API docs for Asana are located here https://asana.com/developers/api-reference/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- WorkspaceRequired
- ProjectRequired
  The existing project that contains the task to be found.
- Section NameRequired
  The name of the section to find (exact match first, fuzzy match second).
Action
Search
- Task IDRequired
  This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
Action
Search
- NameRequired
  The name of the project to find (exact match first, fuzzy match second).
- WorkspaceRequired
- Team
  If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
- NotesRequired
Action
Search or write
- Workspace / OrganizationRequired
- ProjectRequired
  Specify one or more projects to search for an existing task.
- NameRequired
  The name of the task to find (exact match first, fuzzy match second).
- Section
  Add the task to this Section within the Project. This can only be used when one Project is selected above.
- Description
  You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.
- Send as Plain Text
  Default false. If you have issues with XML errors, set this to true to resolve those.
- Due On
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
- Due At
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
- Assignee
- Assignee Status
  Can only be set if the Assignee is also set.
- Followers
- Hearted
- Tag
Action
Search or write

Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Try It
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Instant
Try It
- Document nameRequired
  Select a name of the document that will be visible to your client
- Template IDRequired
  Specify which template to use when creating the document
- Client IDRequired
  Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
Action
Write
- Workspace
  Required if no project is selected below. May be needed to avoid errors when selecting a Project below.
- Project
  Required if on the Asana Free plan.
Trigger
Scheduled
Try It
- ProjectRequired
  Specify which project to watch for new stories.
- Task
  Specify which task. If blank, defaults to stories on the project itself only, but NOT all stories on all tasks.
- Workspace
Trigger
Scheduled
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- Workspace
  You may have to select a workspace if you get errors when loading Tags below.
- TagRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- Helptext
  Please specify a project, tag, or workspace of the task that you are duplicating.
- Workspace
- Project
- Tag
- NameRequired
  The name of the new task.
- Task Fields
  One or more fields to be included in the duplicated task
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
  An existing section in the project after which the new section should be inserted. This field cannot be used in combination with "Section to Insert Before." Please use one or the other.
- Section to Insert Before
  An existing section in the project before which the new section should be inserted. This field cannot be used in combination with "Section to Insert After." Please use one or the other.
Action
Write
- WorkspaceRequired
- Team
  If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
- NameRequired
- NotesRequired
Action
Write
- Workspace / OrganizationRequired
- Project
- Section
  Add the task to this Section within the Project. This can only be used when one Project is selected above.
- Name
- Description
  You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.
- Send as Plain Text
  Default false. If you have issues with XML errors, set this to true to resolve those.
- Due On
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
- Due At
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
- Assignee
- Assignee Status
  Can only be set if the Assignee is also set.
- Followers
- Hearted
- Tag
Action
Write
- TaskRequired
  Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
- Task Completed?
- Name
- Notes
- Due On
  Cannot be used if Due At field is filled in.
- Due At
  Cannot be used if Due On field is filled in.
- Assignee
- Assignee Status
  Can only be set if the Assignee is also set.
- Followers
- Hearted
- Tag
Action
Write
- NameRequired
  The name of the project to find (exact match first, fuzzy match second).
Action
Search
- WorkspaceRequired
- ProjectRequired
  Specify one or more projects to search for an existing task.
- Task NameRequired
  The name of the task to find (exact match first, fuzzy match second).
Action
Search
- Workspace
  Paginated results are only available if workspace is selected.
- Email Address or IDRequired
Action
Search
- ProjectRequired
  The existing project that contains the task to be found.
- NameRequired
  The name of the task to find (exact match first, fuzzy match second).
- Workspace / OrganizationRequired
- Section
  Add the task to this Section within the Project. This can only be used when one Project is selected above.
- Description
  You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.
- Send as Plain Text
  Default false. If you have issues with XML errors, set this to true to resolve those.
- Due On
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
- Due At
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
- Assignee
- Assignee Status
  Can only be set if the Assignee is also set.
- Followers
- Hearted
- Tag
Action
Search or write
- Task IDRequired
  This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
- Workspace / OrganizationRequired
- Project
- Section
  Add the task to this Section within the Project. This can only be used when one Project is selected above.
- Name
- Description
  You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.
- Send as Plain Text
  Default false. If you have issues with XML errors, set this to true to resolve those.
- Due On
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
- Due At
  You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
- Assignee
- Assignee Status
  Can only be set if the Assignee is also set.
- Followers
- Hearted
- Tag
Action
Search or write

How Cling + Asana Integrations Work

Step 1: Authenticate Cling and Asana.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Cling + Asana

Asana Tutorials

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

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 more

Related categories

Project Management

Similar apps

Google Tasks

Google, Task Management

Todoist

Task Management

Toodledo

Task Management

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Cling + Asana Integrations

How to connect Cling + Asana

Connect your apps and automate workflows

Document Accepted

Document Expired

Document Viewed

Create Client

Client type

Client nameRequired

Client socialSecurityNumber / organisationNumber

Client reference

Client email

Client cellphone

Client cellphone region

Client street

Client zip

Client city

Client reverse VAT

Client note

Send Document

Document IDRequired

New Project

Workspace / Organization

New Subtask

ProjectRequired

Workspace

New Task in Project

WorkspaceRequired

ProjectRequired

New Team

Workspace / OrganizationRequired

New User

Workspace / Organization

Attach File

ProjectRequired

TaskRequired

FileRequired

Create Project From Template

Workspace or Organization

Project TemplateRequired

Project NameRequired

Make Public?Required

Create Subtask

Parent TaskRequired

Name

Notes

Due On

Due At

Assignee

Assignee Status

Followers

Hearted

Tag

Create Story

WorkspaceRequired

ProjectRequired

TaskRequired

TextRequired

Add Task to Section of Project

Workspace

TaskRequired

ProjectRequired

Section

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Section in Project

WorkspaceRequired

ProjectRequired

Section NameRequired

Find Task by ID

Task IDRequired

Find or Create Project

NameRequired

WorkspaceRequired