1.Monitor invitee created bookings
Integrate Calendly and booking intake data to capture invitee name, scheduled start, and booking notes for the engagement task.
Create engagement task from each new client booking
Automatically capture invitee created bookings across Calendly, Asana, and Google Drive. Create and update engagement tasks when invitee created, booking submitted, or start time recordedβso you can create tasks, attach intake files, and build checklist subtasks without manual task entry.
How this automation accelerates your engagement task handoff
When invitee created events appear in Calendly, manual work can delay ownership, due dates, and intake details. This automation creates tasks in Asana, finds and attaches intake files in Google Drive, and builds checklist subtasksβso your team can start work faster.
Calendlyor swap with your favorite app
2.Create Asana task with owner
Integrate Asana and task management tools to create a new engagement task with due date, notes, assignee, and tags.
Asanaor swap with your favorite app
3.Find matching intake file
Integrate Google Drive and file search to find a matching intake or template file and return the file object if found.
Google Driveor swap with your favorite app
4.Attach file and add subtasks
Integrate Asana and checklist subtask templates to attach the Drive file and create intake review, invoicing, and delivery subtasks.
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Step 1
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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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