LeadBooker + Asana Integrations

How to connect LeadBooker + Asana

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Supported triggers and actions

What does this mean?

- SiteRequired
  Select the site for which you want to set this trigger and it will be triggered when a new lead is created on the selected site.
Trigger
Instant
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- 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
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- 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
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New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- Workspace / OrganizationRequired
  Specify which workspace/organization.
Trigger
Scheduled
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- 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
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
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

- SiteRequired
  Select the site for which you want to set this trigger and it will be triggered when a new lead is created on the selected site.
- First Name
- Last Name
- Middle Name
- Email
- Email Secondary
- Phone
- Phone Secondary
- Address
- Street
- City
- Postcode
- State
- Country
- Birth Date
- Gender
- Title
- Notes
- Comments
- Next Followup
- Listing ID
- Listing Address
- Bathrooms
- Bedrooms
- Unit Number
- Home Type
- Marital Status
- Wedding Anniversary
- Religion
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
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- 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
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- 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
- 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

How LeadBooker + Asana Integrations Work

Step 1: Authenticate LeadBooker 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 LeadBooker + Asana

Asana Tutorials

About LeadBooker

LeadBooker is an advanced version of 30 years of lead managing knowledge.

Related categories

Scheduling & Booking

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

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LeadBooker + Asana Integrations

How to connect LeadBooker + Asana

Connect your apps and automate workflows

New Lead

Completed Task

Workspace

Project

New Story

ProjectRequired

Task

Workspace

New Tag Created

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

App Extensions (Beta)

Owner

App ExtensionRequired

Find Project

NameRequired

Find Task in Project

WorkspaceRequired

ProjectRequired

Task NameRequired

Find User

Workspace

Email Address or IDRequired

Find or Create Task

ProjectRequired

NameRequired

Workspace / OrganizationRequired

Section

Description

Send as Plain Text

Due On

Due At

Assignee

Assignee Status

Followers

Hearted

Tag

Find or Create Task

Task IDRequired

Workspace / OrganizationRequired

Project

Section