On a form submission in a project, once a form is submitted can Asana automatically open a new project?
No @anon66960093 a form needs to be associated with an existing project.
Jason.
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Thank you @Jason_Woods ! Is the best way to use the form and then import a template into the new project with the information?
Hi @anon66960093,
FYI this capability is available in my Flowsana integration. You can create a Flowsana If-Then rule that says in essence, âWhen a new task is created in the project, create a new project, in a particular team, based on a particular template.â
You can see more about it in this forum post - see the section titled âAuto-create a new project from a templateâ.
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Flowsana seems to be an excellent way to achieve this!
You can also use Zapier:
https://zapier.com/shared/cfee660bc3250f05c3264c347637be5b245696b3
(note that in the example Zap above Iâm only using some of the native Zapier-Asana integration but then Iâm also doing a custom POST request to our API to create a new project).
Good point, @Daniel_Iversen! Zapier is a viable option as well, if one needs a new blank project. The use case it doesnât handle is if one needs the new project to be based on an existing template.
Sure you can; in my example I called the â/projectsâ API endpoint, but if you want to create a project based on a template just call â/duplicateâ instead (with the parameters for which project template etc).
But my recommendation would probably be to have a look at Flowsana first, while Zapier is very flexible and can do almost anything, Flowsana is pre-built and ready to go!
As the author of Flowsana, I appreciate your recommendation! But youâre right, of course, you can do the /duplicate endpoint from Zapier. (When I said it couldnât be done I was thinking of the whole process including the other part, to monitor and catch when the duplication is finished; but you wouldnât need to do that in this use case.)