Asana + BQE CORE
Create BQE CORE clients from new Asana project tasks
Effortlessly keep track of your clients and projects with this integration. Whenever a new task is added in Asana, a new customer will be automatically created in BQE CORE, ensuring that your client information is always up-to-date and organized.
Effortlessly keep track of your clients and projects with this integration. Whenever a new task is added in Asana, a new customer will be automatically created in BQE CORE, ensuring that your client information is always up-to-date and organized.
- When this happens...
New TaskTriggered when a Task is added to a Project.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientAdd a new Client record to manage projects, retainers, invoices, and payments.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Fields
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
WorkspaceRequired
Project
Task TemplateRequired
Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Maximum Results
Comment Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
Workspace IDRequired
Projects (Any)
Search Text
Limit
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Created After
Created Before
Modified After
Modified Before
Task Type
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Employee Updated - Terminated Status
Triggers when an Employee is terminated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Entry Updated - Approved Status
Triggers when an expense entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Work Flow Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DateRequired
Account IDRequired
Payee
Number
Amount
Use Integration ID
Pay AmountRequired
Discount Account
Credit
Discount
PayeeRequired
Vendor Bill NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Display NameRequired
Client Manager
Payment Terms
Main Expense Tax
Main Service Tax
Memo
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Company
First Name
Last Name
Department
Title
PrimaryContact
Use Integration ID
Title
Street1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
DateRequired
Use Integration ID
AccountRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense CodeRequired
DescriptionRequired
Expense Sub Code
Item is Billable?
Item is Reimbursable?
Cost Rate
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Reference Number
Use Integration ID
AccountRequired
AmountRequired
Is Debit entry?
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
DescriptionRequired
Master EntityRequired
Note CategoryRequired
Note StatusRequired
Use Integration ID
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project ID
Project CodeRequired
Project NameRequired
ClientRequired
Project ManagerRequired
Project TypeRequired
Main Service Tax
Main Expense Tax
Start Date
Project Due Date
Expense Account
Income Account
Currency
Memo
Project Originator
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned ToRequired
DescriptionRequired
Start Date
End Date
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Bill NumberRequired
VendorRequired
Reference Number
Use Integration ID
Project
Item
Description
Units/Hrs
Cost Rate
Bill Rate
Markup
Purchase Tax
Is Billable?
Memo
Item Type
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Name
First Name
Last Name
Bill Rate
Cost Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Project ID
Project Name
Contract Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Start Date
End Date
% Complete
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
DateRequired
Account IDRequired
Payee
Number
Amount
Use Integration ID
Pay AmountRequired
Discount Account
Credit
Discount
PayeeRequired
Vendor Bill NumberRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Account IDRequired
Number
Use Integration ID
PayeeRequired
Line Item
Item Type
Project
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Account NumberRequired
Account NameRequired
Description
Is Active?
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
AccountRequired
DateRequired
Use Integration ID
AccountRequired
AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Expense CodeRequired
DescriptionRequired
Expense Sub Code
Item is Billable?
Item is Reimbursable?
Cost Rate
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Invoice NumberRequired
Invoice AmountRequired
ProjectRequired
Client
Due Date
Is Draft?
Main Service Tax
Main Expense Tax
Late Fee
Use Integration ID
Item
DescriptionRequired
UnitsRequired
RateRequired
Amount
Is Expense?
Tax%
Charge Amount
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
DescriptionRequired
Master EntityRequired
Note CategoryRequired
Note StatusRequired
Use Integration ID
Created By
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ResourceRequired
ProjectRequired
ActivityRequired
DescriptionRequired
HoursRequired
Client Hours
Is Billable?
Cost Rate
Bill Rate
Compensation Time
Extra
Tax1
Tax2
Tax3
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
First NameRequired
Last NameRequired
Display NameRequired
Company Name
1099 Compliant
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Parent TaskRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Enable Rich Text Formatting
Assignee
Followers
Tags
Mark Task as complete?
Mark Task as liked?
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
Task IDRequired
Mark as Complete
Mark as Liked
Task Name
Assignee
Followers
Tags
Description
Use Rich Text Formatting
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Completed Since (Includes Incomplete Tasks if Set)
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace/Organization
Team
Project NameRequired
Include Archived Projects
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated – Completed Status
Triggers when a Project is marked as completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Entry Updated - Approved Status
Triggers when a Time entry is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Select Custom FieldRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To-Do Updated - Completed Status
Triggers when a Todo is marked completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity CodeRequired
Activity DescriptionRequired
Activity Sub Code
Item is Billable?
Cost Rate
Bill Rate
Status
Tax1
Tax2
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Account IDRequired
Number
Use Integration ID
PayeeRequired
Line Item
Item Type
Project
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
Account NameRequired
Description
Is Active?
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Account IDRequired
AmountRequired
PayeeRequired
Use Integration ID
Item ID
Type
Project ID
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Display NameRequired
Cost RateRequired
Bill RateRequired
Gender
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ResourceRequired
ProjectRequired
ExpenseRequired
DescriptionRequired
Units
Is Billable?
Cost Rate
Extra
Markup
Reimbursable
Tax1
Tax2
Tax3
Purchase Tax
Memo
Charge Amount
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Invoice NumberRequired
Invoice AmountRequired
ProjectRequired
Client
Due Date
Is Draft?
Main Service Tax
Main Expense Tax
Late Fee
Use Integration ID
Item
DescriptionRequired
UnitsRequired
RateRequired
Amount
Is Expense?
Tax%
Charge Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ClientRequired
AmountRequired
Project
Memo
Reference Number
Retainer Payment
Use Integration ID
Invoice IDRequired
Line AmountRequired
Invoice detail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
ResourceRequired
ProjectRequired
ActivityRequired
DescriptionRequired
HoursRequired
Client Hours
Is Billable?
Cost Rate
Bill Rate
Compensation Time
Extra
Tax1
Tax2
Tax3
Memo
Use Integration ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Display NameRequired
Company Name
1099 Compliant
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Name
Company Name
Client Manager
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ProjectRequired
ExpenseRequired
DescriptionRequired
ResourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Resource
Date
Project
Activity
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Vendor Name
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
Activity CodeRequired
Activity DescriptionRequired
Activity Sub Code
Item is Billable?
Cost Rate
Bill Rate
Status
Tax1
Tax2
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ClientRequired
AmountRequired
Project
Memo
Reference Number
Retainer Payment
Use Integration ID
Invoice IDRequired
Line AmountRequired
Invoice detail
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Display NameRequired
Client Manager
Payment Terms
Main Expense Tax
Main Service Tax
Memo
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Account IDRequired
AmountRequired
PayeeRequired
Use Integration ID
Item ID
Type
Project ID
Rate
Units
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
First NameRequired
Last NameRequired
Display NameRequired
Cost RateRequired
Bill RateRequired
Gender
Memo
Use Integration ID
Title
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
ResourceRequired
ProjectRequired
ExpenseRequired
DescriptionRequired
Units
Is Billable?
Cost Rate
Extra
Markup
Reimbursable
Tax1
Tax2
Tax3
Purchase Tax
Memo
Charge Amount
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Reference Number
Use Integration ID
AccountRequired
AmountRequired
Is Debit entry?
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Project ID
Project CodeRequired
Project NameRequired
ClientRequired
Project ManagerRequired
Project TypeRequired
Main Service Tax
Main Expense Tax
Start Date
Project Due Date
Expense Account
Income Account
Currency
Memo
Project Originator
Use Integration ID
Street 1
Street 2
City
State
Country
ZIP
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
Assigned ToRequired
DescriptionRequired
Start Date
End Date
Memo
Use Integration ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ValueRequired
DateRequired
Bill NumberRequired
VendorRequired
Reference Number
Use Integration ID
Project
Item
Description
Units/Hrs
Cost Rate
Bill Rate
Markup
Purchase Tax
Is Billable?
Memo
Item Type
AccountID
Expense Amount
Class
Memo
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Asana
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