I’m fairly new to Asana and I’d like to get some advice on the following.
I want to create an automation so I don’t have to do anything myself or as little as possible.
I have created a template project in Asana with tasks for clients and us which will be the same every time. I want to automatically get a new project in Asana created the moment a new client pays the invoice. (I get a new customer in Stripe).
I have tried to use Zapier.
- When I get a new Customer in Stripe, a new project in Asana gets created. –
BUT the project is empty with no tasks. -
I would like Zapier to use the template when it creates a new project and then automatically add the client to the project in Asana.
So to summarize the flow:
- I get a new customer in Stripe
- A new Project gets created in Asana using a pre-existing template
- The client gets added to the Project
Not sure if it’s 100% possible but I’m looking forward to any advice!