New Project creation on new purchase (Zapier)

English Forum Integrations
1

Hey all!

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:

  1. I get a new customer in Stripe
  2. A new Project gets created in Asana using a pre-existing template
  3. The client gets added to the Project

Not sure if it’s 100% possible but I’m looking forward to any advice!

Thanks :slight_smile:

2

Hi @anon16649369, welcome to the Asana Commnunity Forum :wave:t2:

To get started, you might find this Guide article on Asana + Zapier helpful:

3

Hi @anon16649369,

Zapier does not have the functionality “out of the box” to create a new project from a template; you need to use its custom webhooks capability.

So you have two options: you can use Zapier custom webhooks - see this post for more info on that:

Or you can use our Flowsana integration - it has an If-Then Rule action to do exactly what you want, create a new project from a template. You can’t directly trigger that rule from an external application like Stripe, but what you can do is create a Zap that adds a task to a particular ‘New Customer’ Asana project when Stripe sends a new-customer event to Zapier, then create a Flowsana rule something like “When a new task gets added to the ‘New Customer’ project, then create a new project from the ‘Customer Onboarding’ template”.

2 Likes
4

Hey Phil,

That’s awesome!

I didn’t know about Flowsana, I’ll check them out.

I was wondering if it’s also possible to create the final piece of the automation:

  • If a project is created for a client (using the template). Then the client should be added to that newly created project as a guest (using the email they signed up with us).

That would be absolutely amazing.

Thank you so much!

5

How would an integration (Flowsana, Zapier, etc.) know who the client is? I.e. where is the piece of data (which would have to be the client’s email address) coming rom?

1 Like
7

Not sure if I understand you 100%

But the client pays on Clickfunnels. They fill in their name & email. And the payment gets processed through Stripe. So the piece of data (the email) can come from Clickfunnels and/or Stripe

custom field

8

You could perhaps do that via Zapier; it has an “if project is created” trigger.

1 Like