How to connect Follow Up Boss + Asana
Zapier lets you send info between Follow Up Boss and Asana automatically—no code required.
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.
- New AppointmentFires when a new appointment is created in Follow Up Boss.Trigger
- New DealFires when a new deal is created in Follow Up Boss.Trigger
- Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.Trigger
- New ContactFires when a new contact is created in Follow Up Boss.Trigger
- Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.Trigger
- Tag Added to ContactFires when a tag is added to a contact in Follow Up Boss.Trigger
- Add CollaboratorsAdds selected users as collaborated on a given contact.Action
- Add Tags to a ContactAdds tags to a contact.Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
- Asana
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Scheduled
Trigger
- Asana
Triggered when you add a new project.
Scheduled
Trigger
- Asana
Triggered when you add a new story.
Scheduled
Trigger
- Asana
Triggered when you add a new subtask.
Scheduled
Trigger
- Asana
Triggered when you create a new tag.
Scheduled
Trigger
- Asana
Triggered when you add a new task to a project.
Instant
Trigger
- Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
- Asana
Triggered when you add a new team.
Scheduled
Trigger
- Asana
Triggered when a task in a project is updated.
Instant
Trigger
- Asana
Triggered when you add a new user.
Scheduled
Trigger
- Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
- Asana
Attaches a File to a task.
Scheduled
Action
- Asana
Duplicates an existing task.
Scheduled
Action
- Asana
Creates a new project from a custom template.
Scheduled
Action
- Asana
Creates a new section within a project.
Scheduled
Action
- Asana
Adds a subtask to an existing task.
Scheduled
Action
- Asana
Adds a new project.
Scheduled
Action
- Asana
Adds a new story (a comment is a story).
Scheduled
Action
- Asana
Adds a new task.
Scheduled
Action
- Asana
Adds a task to a section of a project.
Scheduled
Action
- Asana
Updates an existing Task.
Scheduled
Action
- Asana
Finds an existing project.
Scheduled
Action
- Asana
Finds an existing section within a workspace project.
Scheduled
Action
- Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
- Asana
Finds an existing task by its ID.
Scheduled
Action
- Asana
Finds an existing user of your Asana account.
Scheduled
Action
- Asana
Find or Create Project
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
How Follow Up Boss + Asana Integrations Work
- Step 1: Authenticate Follow Up Boss 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.
Asana Tutorials
Related categories
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.