How to create a new Asana project for new person added in Pipedrive

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Person added" under Pipedrive. Then, select details like the person's email and name. This will allow your playbook to automatically detect the newly added person in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive 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 project in Asana when a new person has been added to Pipedrive.

Click the "Add step" button, then locate the "Create project" 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 project in Asana. Once turned on, it will respond to each newly added person on Pipedrive by creating a new 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.