- How to automatically update a task in Pipedrive every time a project is added in Asana
- 1. Set the Asana trigger as “New project added”
- 2. Add the "Get task" and "Update task" step in Pipedrive
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Asana
- Related blog posts
- More how-to guides featuring Pipedrive and Asana
How to automatically update a task in Pipedrive every time a project is added in Asana
Asana > PipedriveProject added
Update taskSet the Asana trigger as “New project added”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Asana trigger to initiate your playbook's actions whenever new projects are added. Click "Add trigger" in your playbook and choose "New project added" from the dropdown menu under Asana.
If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.
Add the "Get task" and "Update task" step in Pipedrive
Integrate the Pipedrive automation into your playbook to ensure the prompt update of the task in Pipedrive every time a project is added in Asana.
Click the "Add step" button, then locate the "Get task" and "Update task" automation for Pipedrive and input the mandatory and relevant details.
If your Pipedrive 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 Pipedrive account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a task in Pipedrive every time a project is added 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.
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