Asana + MyCase
Create new Asana projects from new or updated MyCase cases
Boost your project management efficiency with our streamlined workflow. When a new case is added or an existing one is updated in MyCase, a corresponding project will be created in Asana. Stay organized and save time on manual data entry, enabling you to focus more on resolving cases and less on administrative tasks.
Boost your project management efficiency with our streamlined workflow. When a new case is added or an existing one is updated in MyCase, a corresponding project will be created in Asana. Stay organized and save time on manual data entry, enabling you to focus more on resolving cases and less on administrative tasks.
- When this happens...
Case Added or UpdatedTriggers when a case has been added/updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ProjectTriggered when you add a new project.
ActionWriteCreate a new record or update an existing record in your app.
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NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Company To UpdateRequired
Email
Name
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
NameRequired
PathRequired
DocumentRequired
Description
Assigned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
BillableRequired
CostRequired
UnitsRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Person To UpdateRequired
Email
First Name
Middle Name
Last Name
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Priority
Due Date
Completed
Case
StaffRequired
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.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
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 TypeRequired
Search ValueRequired
NameRequired
Address Line 1
Address Line 2
City
State
Zip Code
Country
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 TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
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 found
Called AtRequired
Caller Phone NumberRequired
MessageRequired
ResolvedRequired
Call Type
Call ForRequired
CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MyCase Case To UpdateRequired
Name
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Parent TypeRequired
Field TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
StartRequired
EndRequired
All Day
Private
Location
Case
Required StaffRequired
Optional Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Initial
Last NameRequired
Line 1
Line 2
City
State
Zip Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Lead Details
Birthdate
Drivers License Number
Drivers License State
Referral Source Reference
Referred By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
SubjectRequired
NoteRequired
DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
Description
Entry DateRequired
Billable
Flat Fee
RateRequired
HoursRequired
CaseRequired
StaffRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TypeRequired
Search ValueRequired
NameRequired
Case Number
Opened Date
Case Stage
Practice Area
Description
Sol Date
Status
Billing Contact
People
Companies
Staff
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 TypeRequired
Search ValueRequired
Email
NameRequired
Website
Line 1
Line 2
City
State
ZIP Code
Country
Main Phone Number
Fax Phone Number
Notes
Cases
People
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 TypeRequired
Search ValueRequired
Email
First NameRequired
Middle Name
Last NameRequired
Line 1
Line 2
City
State
ZIP Code
Country
Cell Phone Number
Work Phone Number
Home Phone Number
Notes
Date of birth
Cases
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 TypeRequired
Search ValueRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
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 found
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