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.
- Project comes into Salesforce and has fields in Salesforce for Type of Purchase = Install
- Asana Task is created through integration with the customer name as the title and one of the custom fields now shows INSTALL.
- 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