I am trying to figure out if it’s possible to kickoff a Salesforce flow from an Asana form being submitted.
We use an Asana project template for on-boarding new employees and what I’d like to do is include a form in this template that would be completed by the individual responsible for submitting the request to setup a user in Salesforce.
Upon completion of this form, which would hold certain fields that would be required (the new hire’s name, email, phone, department, etc.), I want to launch an automated flow in Salesforce that would create the user.
I’ve got the second part set - I just do not know how to pass through values from the Asana form into the Flow as variables to be used.
Thanks in advance!
It sounds like you’re looking to automate the process of onboarding new employees by triggering a Salesforce flow upon the submission of an Asana form. While Asana and Salesforce do have some native integrations, they may not offer the level of customization you’re looking for, especially when it comes to passing specific form values as variables into a Salesforce flow.
One thing you could try is to use a third-party integration tool like Zapier to connect Asana and Salesforce. However, this might still not give you the full control you need over the data being passed.
If you’re looking for a more tailored solution, custom integration is the way to go. At Rally Essentials, we specialize in custom integrations between Asana and Salesforce that can be designed to meet your specific requirements. We can help you set up a system where the Asana form submission triggers a Salesforce flow, passing all the necessary variables seamlessly.
If you’re interested in discussing this further, feel free to reach out to me at firstname.lastname@example.org.
Connor from Rally Essentials