Asana + BONZO
Get new people from pipeline stage in BONZO and create tasks in Asana
This workflow instantly streamlines your management process. When new people are added in a specific stage within BONZO, a task is immediately created in Asana. It not only eliminates the need for manual data entry but also ensures immediate action, making team management more efficient and productive. Perfect for team leads and project managers, this workflow keeps things organised and projects on track.
This workflow instantly streamlines your management process. When new people are added in a specific stage within BONZO, a task is immediately created in Asana. It not only eliminates the need for manual data entry but also ensures immediate action, making team management more efficient and productive. Perfect for team leads and project managers, this workflow keeps things organised and projects on track.
- When this happens...Get People From Pipeline Stage
Triggers when a new person is added to a pipeline stage.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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UuidRequired
KeyRequired
Created After
Try ItUuidRequired
Try ItUuidRequired
User Id
Merge Duplicates
Pipeline Stage Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
Prospect IdRequired
Campaign IdRequired
Pipeline Stage IdRequired
Try ItPipeline Stage IdRequired
Merge Duplicates
User Id
First Name
Last Name
Email
Phone
Marital Status
Address
Unit Number
City
State
Zip
Tags
Note
Field 1
Field 2
Field 3
Field 4
Field 5
Birthday
Fb Id
Company Name
Loan Amount
Down Payment
Loan Program
Credit Score
Purchase Price
Cash Out Amount
Loan Type
Loan Purpose
Property Value
Property Address
Property Unit Number
Property City
Property State
Property Zip
Property County
Found Home
Bankruptcy
Foreclosure
Working With Agent
Buyer Agent name
Buyer Agent phone
Buyer Agent email
Buyer Agent address
Seller Agent name
Seller Agent phone
Seller Agent email
Seller Agent address
Lead Source
Interest Rate
Requested Apr
Property Type
Property Use
Bankruptcy Details
Foreclosure Details
Occupation
Household Income
Current Step
Close Date
Application Date
Rate Lock Date
Monthly Income
Other Income
Lien Position
Amortization Type
Amortization Term
Monthly Payment
New Loan Amount
Rate Is Locked
Referral Source
Insurance Zip
Insurance City
Insurance State
Insurance Address
Apartment Number
Height
Weight
Weight Change
Income
Work Phone
Net Worth
Insurance Declined
Gender
Dependents
Smoker
Credit Standing
Flood Interest
Earthquake Interest
Deductible
Coverage Amount
Liability Amount
Co-borrower first name
Co-borrower last name
Co-borrower email
Co-borrower phone
Co-borrower address
Co-borrower unit number
Co-borrower city
Co-borrower ZIP
Co-borrower state
Co-borrower birthday
Martial status
Co-borrower Monthly Income
Prospect IdRequired
User IdRequired
Prospect IdRequired
Pipeline Stage IdRequired
