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Asana + Socket

Create new tasks in Asana when proposals are won in Socket

Streamline your project management process with this smooth workflow. When you win a proposal in Socket, a task will instantly be created in your Asana workspace. This setup allows your team to start working right away, eliminating the need to manually set new tasks and improving your overall efficiency.

When this happens...
Proposal WonTriggers when a proposal is won.
TriggerInstant
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Create TaskCreates a new task in Asana with specified details.
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More things you can do with Socket and Asana

Discover other triggers and actions you can use with Socket and Asana

Form Response Submitted
Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
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Lead Lost
Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
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Lead Won
Triggers when a lead reaches the Won stage, which happens when its proposal is won. Leads created from an already-won proposal do not fire this - the win predates the lead.
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Proposal Adjustment Started
Triggers when a proposal adjustment is started.
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Proposal Closed
Triggers when a proposal is closed.
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Proposal Deleted
Triggers when a proposal is deleted.
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Proposal Lost
Triggers when a proposal is marked as lost.
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Proposal Renewal Started
Triggers when a proposal renewal is started.
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
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Instant
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
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Proposal Superseded
Triggers when a proposal is superseded by another proposal.
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Instant
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Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
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Instant
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- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Write
- Lead
  Required
- Note Heading
- Note
  Required
Action
Write
- Workspace
  Required
- Project
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Project
  Required
Trigger
Instant
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New Tag Created
Triggered when you create a new tag.
Trigger
Polling
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- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
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- Workspace / Organization
  Required
Trigger
Polling
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- Workspace / Organization
Trigger
Polling
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- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- 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

Lead Created
Triggers when a lead is created in Socket, however it arrived - a Socket form, the API, another Zap, or a practitioner adding it by hand.
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Lead Stage Changed
Triggers whenever a lead moves between pipeline stages, including your own custom stages. Also fires when a lead is won or lost - use the dedicated Lead Won and Lead Lost triggers if you only want those. Does not fire when a stage is deleted and its leads are moved on.
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Proposal Activated
Triggers when a proposal becomes active.
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Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
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Proposal Created
Triggers when a new proposal is created.
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Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
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Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
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Proposal Resent
Triggers when a proposal is resent to the client.
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Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
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Instant
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Proposal Status Changed
Triggers when an existing proposal changes status.
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Proposal Won
Triggers when a proposal is won.
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Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
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Instant
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- Pipeline Stage
- Lead Lane (legacy)
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Note Heading
- Note
Action
Write
- Workspace
- Project
Trigger
Polling
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- Workspace
  Required
- Project
  Required
Trigger
Instant
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- Project
  Required
- Task
- Workspace
Trigger
Polling
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- Workspace
  Required
- Project
  Required
Trigger
Instant
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- Workspace
  Required
- Project
  Required
Trigger
Instant
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- Workspace
  Required
- Project
  Required
Trigger
Instant
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- Workspace
  Required
- Project
  Required
- Trigger on subtasks?
- Disclaimer
Trigger
Instant
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New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
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- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
- Mentions_copy
- Users to mention
- Mention position
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- 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 ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
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.

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About Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

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