How to automatically create a HubSpot company every time a task is completed in Asana

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

In this case, add the Asana trigger to initiate your playbook's actions every time a task is completed. Click "Add trigger" in your playbook and choose "Task completed" from the dropdown menu under Asana. This will allow your playbook to automatically identify newly completed tasks and trigger necessary actions.

If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.

Integrate the HubSpot automation into your playbook to ensure the prompt creation of HubSpot company every time a task is completed in Asana.

Click the "Add step" button, then locate the "Create company" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your HubSpot account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a HubSpot company every time a task is completed in Asana without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.