Hi! How does Asana not have a zapier action “create project from template”?? When onboarding a new client, this would save SOOO much time as we could have the SOPs made with one zap, instead of having to build one zap per asana task, which will be reeealllly long. Any idea if Asana can get this done?
Hi Evan and welcome to the forum!
This capability was only added to Asana’s programming interface a few weeks ago, so it makes sense that it’s not been incorporated into Zapier yet. Probably best to inquire with Zapier about having it added there, since as I understand it, they control their Asana functionality, not Asana.
Thank you! Not sure what you mean…the ability to create project templates has been around for a while on asana? I can definitely email Zapier, but doesn’t asana have to be in on this or is this solely up to Zapier??
Yeah, it’s been in the web product for a while, but was only added a few weeks ago as something that can be done via the Asana API (Application Programming Interface) - the API is the only means for third party integrations like Zapier to talk to and manipulate Asana information.
Nope - because it’s an available function in the API, any third party can implement it of their own accord.
At the moment it seems so. See this forum thread for a little more context.
From that thread, it seems like Zapier is currently in charge of the integration; Zapier would be happy to have Asana take it over, but (at least of that writing), Asana didn’t have the resources to commit.
Hey @Jeff_Schneider, do you have anything new to add to the discussion of Zapier development and updating?
I wrote up a post here showing how to use the “Create Project from Template” from Zapier using the native API and Zapier webhook functionality:
While I too would love to see it native, Zapier manages the Asana integration (not Asana) and it’s already far behind and running into other issues, so I don’t foresee them adding new functionality to it anytime soon.
Please go and upvote this thread so we can get to Asana’s attention and hopefully change this:
It would be really useful if ASANA would allow for Zapier to choose from Templates for the Create Project action. This is really a big gap for us and would go along way to easing our workflow.
Welcome to the Forum @Michael_Andrew1 and thank you so much for sharing your feedback with us.
Since this is related to a Third Party integration and we already have a thread in the #integrations category, I’ve gone ahead and merged your post with this main thread. I’ll recommend you to have a look at the previous comments. I hope this helps!
Have a great Monday!
FYI while Zapier doesn’t possess this capability, Flowsana now does - there is a new rule action to automatically create a project from a template, based on a variety of trigger conditions. (Also, if you need the new project created from a trigger condition that’s outside of Asana, you can use Zapier to trigger one of Flowsana’s rules, which then creates the new project.)
You can see more about it in this forum post.
Thank you - I have just tried your flowsana solution to create a project from a template and it works great. I would like to trigger this from an external action (in Hubspot) using Zapier but couldn’t see Flowsana within Zapier at all.
Is it a little more complicated and if so do you have any kind of kind for how I can trigger flowsana with Zapier? I have lots of ideas for our workflow if it is possible
Hi @Matt32, and welcome to the forum, and thanks for trying Flowsana - glad to hear it works great for you!
At the moment there’s no direct linkage between Zapier and Flowsana (it’s something under consideration); so what you’d want to do is have Zapier change something on the task - either add a tag or set a custom field to a certain value - and then have that change be the condition/trigger for a Flowsana “create a project from a template” rule. Does that make sense?
Thanks for the extra quick response on a Friday afternoon (here in London anyway).
That makes complete sense and very clever. Looking forward to seeing what I can do with this.