I am using Asana to build a Sales CRM board.
I’m using forms for intaking and automating the inquiry based on a custom field.
What I would like:
- Create a form that asks for the client’s budget (as a custom field)
- The client selects the budget and submits the form
- A task is created AND if the budget is more than $50k, change the priority to “high”
Is this possible?
Currently, I have to update the “priority” manually because it can only be triggered if the custom attribute is UPDATED instead of CREATED.