Using Variables in Rules and Creating Projects

English Forum Tips and Tricks
, ,
1

Hi Folks,

Currently we are integrating with Salesforce to sync new Projects automatically into Asana with information from Salesforce being populated into Custom Fields in that new Task.

For example -
1.New customer is booked is salesforce and Project in Salesforce is created
2.On creation, it creates a new Task in Asana with the customers name as the title and some custom fields of information - lets say type of purchase A. Install B.Parts C.Consultation
3.I currently have a Rule that says, when a new task (ie. Customer) comes into Asana, take that task and create a new Project (for Project Planning) and use ‘x’ Template to create the project.

What I would like to try and accomplish is to have a new project in Asana created BASED ON the type of purchase they make and the information in the custom field.
For example.

  1. Project comes into Salesforce and has fields in Salesforce for Type of Purchase = Install
  2. Asana Task is created through integration with the customer name as the title and one of the custom fields now shows INSTALL.
  3. I now want through a rule to have a new PROJECT in Asana created using a template we’ve created with INSTALL tasks, based on the Install custom field.

Is this possible? Any alternatives if not? If I was to have multiple types of purchases under the same Task (Install + Parts) is there a way to include multiple different templates under one project? Or seperately add tasks into an existing project?

Thank you

2

Hello @Roy_B - Have you tested out any rules for “when a task is added” check if “custom field value is X” then do this "convert task to a project (select template to be used)

3

Hi Alex, thank you for the response.

I have tried, and in my rules I cannot see the custom fields Ive created that map to SFDC entries.

So I can only see the custom fields where Ive created static entries say Date or Drop down, but no custom fields where the information is a variable from SFDC. I think that herein lies my issue.

4

@Roy_B I see! Here is an interesting forum thread I found about SFDC and custom fields. Hoping this can help you!

https://forum.asana.com/t/can-we-get-custom-fields-created-in-asana-into-salesforce/147358

5

This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.