Asana + Canopy

Create new Asana projects from templates for every new individual client in Canopy

Streamline your workflow with this easy-to-use solution that creates a new project in Asana whenever a new individual client is added in Canopy. No more manual transfers and potential data input errors. This automation ensures every new client in Canopy prompts the creation of a related project in Asana, guaranteeing seamless management and tracking of client projects. Keep your team aligned and improve your project organization with this efficient workflow integration.

When this happens...
New Individual Client
Triggers when a new client is created.
TriggerInstant
automatically do this!
Create Project From Template
Creates a new project from a custom template.
ActionWrite

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Supported triggers and actions

New Business Client
Triggers when a business client is created.
Trigger
Instant
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New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search

- Business Name
- Email Address
- External ID
Action
Search or write
- Workspace
- Project
Trigger
Polling
Try It

- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Workspace
- Project
- Task IDRequired
- Maximum Results
- Comment Order
Action
Search
- Premium 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
Action
Search
- Email Address or IDRequired
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write

Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
Try It
Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
Try It
Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write
- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- SectionRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task IDRequired
- TagRequired
Action
Write
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Privacy Setting
Action
Write
- WorkspaceRequired
- Parent TaskRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom Field Info
Action
Write
- Task IDRequired
- TagRequired
Action
Write
- Workspace
- Task IDRequired
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project NameRequired
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task IDRequired
- Limit
Action
Search
- Task ID or GIDRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Email Address or User IDRequired
Action
Search
- Task 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
Action
Search or write

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

Similar apps

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

Learn more

Related categories

Accounting

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Start new Asana projects from templates for each new business client in Canopy

Related Zap Templates

Start new Asana projects from templates for each new business client in Canopy

Asana + Canopy

Create new Asana projects from templates for every new individual client in Canopy

New Business Client

New Individual Client

Create Business Client

Update Business Client

Finds a Business Client

Find or Create Business Client

Completed Task

New Comment on a Task

New Story

New Subtask

New Attachment Added to Task

Tag Added to Task

Updated Task

New Workspace/Organization

Add Task to Section of Project

Create Duplicate Task

Create Section

Create Task From Template

Create Project

Create Comment/Story

API Request (Beta)

Find Project

Find Section in Project

Find Task Comments

Find Tasks in Workspace

Find User

Find or Create Project

Business Client Info Updated

Individual Client Info Updated

Create Individual Client

Update Individual Client

Finds an Individual Client

Find or Create Individual Client

New Task

New Project

New Completed Subtask

New Tag Created

Task Moved to Section

New Team

New User

Add Tag to Task

Attach File

Create Project From Template

Create Subtask

Create Task

Remove Tag from Task

Update Task

Find All Tasks From Project

Find Project V2

Find Task Attachments by Task ID

Find Task by ID

Find Task in Project

Find User V2

Find or Create Task

About Asana

Related categories

Similar apps

Google Tasks

Todoist

Toodledo

About Canopy

Related categories

Related Zap Templates

Related Zap Templates