How to automatically create tasks in Asana for new Paddle transactions

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Transaction created" under Paddle. This will allow your playbook to automatically detect each transaction created in Paddle and initiate necessary actions.

If this is your first time using a Paddle integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Asana automation into your playbook to ensure the prompt creation of a new task in Asana for each transaction created in Paddle.

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

If your Asana account isn't already 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 Asana account.

Activating your playbook is the final step to automate the creation of a new task in Asana. Once turned on, it will respond to each transaction created in Paddle by creating a corresponding task in Asana without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.