Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Asana with Follow Up Boss - no code necessary. See how you can get setup in minutes.
100%
Help
Asana
Asana
1. Choose trigger event
Follow Up Boss
Follow Up Boss
2. Choose action
1. Select the event
Setup
Test
Asana
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 Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Asana and Follow Up Boss, automating your workflow.
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.
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Stage
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Pipeline
Required
Stage
Required
Team Member(s)
Required
Description
Price
Commission
Projected Close Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Name
Required
Type
Required
Assigned To
Required
Due
Is Completed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Phone, Email, or ID
Required
Action Plan
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Event Type
Required
Message
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Custom Field 1 Name
Custom Field 1 Value
Custom Field 2 Name
Custom Field 2 Value
Custom Field 3 Name
Custom Field 3 Value
Custom Field 4 Name
Custom Field 4 Value
Custom Field 5 Name
Custom Field 5 Value
Street Address
City
State/Province
Zip/Postal Code
MLS Number
Price
Is for Rent?
URL
Type
Bedrooms
Bathrooms
Area
Lot Size
Source
Medium
Term
Content
Campaign
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Asana and Follow Up Boss with AI agents and code
Beyond Zap workflows. Call Asana and Follow Up Boss actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Asana and Follow Up Boss actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Tag to Task
Add Collaborators
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Asana and Follow Up Boss
Track lead details in Asana from Follow Up Boss
For business owners managing leads, when a new lead is created in Follow Up Boss, Zapier automatically creates a corresponding task in an Asana project. This keeps teams updated on all new leads, enabling immediate action and improving lead response times.
Log Follow Up Boss contacts in Asana for IT requests
When a new contact is created in Follow Up Boss, Zapier logs the contact's details as a task in Asana. This ensures IT teams stay informed on new client setups or related requests, streamlining operations and reducing oversight.
Update Asana tasks when Follow Up Boss tags are added
When a tag is added to a contact in Follow Up Boss, Zapier updates a related task in Asana. This ensures marketing efforts align with contact specifics and makes campaign tracking more seamless, improving task accuracy and message targeting.
Learn how to automate Follow Up Boss on the Zapier blog
Make work flow with AI
Level up your Asana to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Asana + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Follow Up Boss
How can I set up an integration between Asana and Follow Up Boss?
To set up an integration between Asana and Follow Up Boss, you will need to use an automation tool like Zapier. You can create a Zap that connects both apps by selecting a trigger from one app, such as 'New Task in Asana,' and map it to an action in Follow Up Boss, like 'Create/Update Contact.' This allows tasks in Asana to automatically update client information in Follow Up Boss.
Which triggers are available when integrating Asana with Follow Up Boss?
When integrating Asana with Follow Up Boss, common triggers include 'New Task,' 'Task Completed,' or 'New Project' in Asana. These triggers can initiate specific actions within Follow Up Boss, such as creating a new contact or adding notes to an existing contact.
Can the integration update a deal stage in Follow Up Boss when a task is completed in Asana?
Yes, it is possible to configure the integration so that completing a task in Asana triggers an update to a deal stage within Follow Up Boss. You would set 'Task Completed' as the trigger event and map this to an action that updates the deal stage.
Is it possible to create new tasks in Asana based on new inquiries received in Follow Up Boss?
Absolutely, you can set up an automation where receiving a new inquiry (or lead) in Follow Up Boss acts as a trigger for creating a new task in Asana. This ensures your team gets notified of any inquiries directly within their project management tool.
What kind of actions can be performed on Follow Up Boss through this integration?
Through the integration, actions you can perform on Follow Up Boss include creating or updating contacts, sending automated follow-up emails, adding notes to contacts, and even updating deal stages based on activity detected from triggers originating from Asana.
Are there limitations on syncing information between these two platforms?
While the integration allows for various automations between Asana and Follow Up Boss, there might be limitations regarding real-time data syncing. Some actions may occur with slight delays depending on the frequency settings defined during setup.
How do we handle multiple updates occurring at once across platforms using this integration?
Our system is designed to queue updates efficiently; however, when many updates occur simultaneously across both platforms, they will be processed sequentially following the order they're received within our integration framework. Ensuring your workflow rules are well-defined helps manage this workload effectively.
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.
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
