Asana + ServiceM8
Create new Asana projects from templates for every new job in ServiceM8
Whenever a new job appears in ServiceM8, let this workflow streamline your project creation in Asana. It takes the key details from each new job in ServiceM8 and creates a corresponding project in Asana using a specific template. This saves you valuable time on routine tasks and ensures a consistent approach to each new project, enabling you to focus more on the task at hand rather than the administrative details.
Whenever a new job appears in ServiceM8, let this workflow streamline your project creation in Asana. It takes the key details from each new job in ServiceM8 and creates a corresponding project in Asana using a specific template. This saves you valuable time on routine tasks and ensures a consistent approach to each new project, enabling you to focus more on the task at hand rather than the administrative details.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
