Create projects from templates in Asana for new clients added in Time To Pet
Create and manage new projects with ease when you add clients on Time To Pet. With this workflow, as a new client is registered on your Time To Pet system, a similar project is instantly set-up on your Asana, ready for planning and execution. This seamless integration enhances your efficiency, minimizes repetitive tasks, and provides a personalized platform to streamline your client services. Ensure optimal readiness and rapid response for every new client with this smart automation.
Create and manage new projects with ease when you add clients on Time To Pet. With this workflow, as a new client is registered on your Time To Pet system, a similar project is instantly set-up on your Asana, ready for planning and execution. This seamless integration enhances your efficiency, minimizes repetitive tasks, and provides a personalized platform to streamline your client services. Ensure optimal readiness and rapid response for every new client with this smart automation.
- When this happens...New Client Created
Triggers when a new client is created in Time To Pet.
- automatically do this!Create Project From Template
Creates a new project from a custom template.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItWorkspaceRequired
ProjectRequired
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItWorkspace
Project
Try ItWorkspaceRequired
ProjectRequired
Try It