1.Monitor completed task events
Integrate Asana to detect completed tasks in a project and start assessment routing.
Create assessment task and assign specialist team from deal
Automatically monitor completed task events in Asana across HubSpot, Formatter by Zapier, Code by Zapier, and Google Drive. Create and update assessment work when a sales project item completesβso you can assign owners, set business-day due dates, and attach assessment folders without manual follow-up.
How this automation creates assessment tasks from deals
When completed project tasks stay unassigned, assessment work stalls and deadlines slip. This automation updates deals, calculates business-day due dates, and creates Asana parent tasks and subtasksβso your team can assign specialists immediately.
Asanaor swap with your favorite app
2.Find and update assessment deal
Integrate HubSpot and CRM data tools to find the related deal and update its assessment stage.
HubSpotor swap with your favorite app
3.Resolve service owners from breakdown
Integrate Formatter by Zapier and lookup tables to parse services and map each service to an owner email.
Formatter by Zapieror swap with your favorite app
4.Calculate business-day due date
Integrate Code by Zapier and date calculators to compute an ISO due date in business days.
Code by Zapieror swap with your favorite app
5.Create or find assessment folder
Integrate Google Drive and storage structure tools to find or create the company assessment folder.
Google Driveor swap with your favorite app
6.Create parent task and subtasks
Integrate Asana and task management tools to create the parent assessment task and conditional subtasks.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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