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Create a deal in Pipedrive when a task is added to a project in Asana

When a task is added to a project in Asana, create a deal in Pipedrive.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
1
Accounts
2
Starts
A task is added to a project in Asana, within 5 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A task is added to a project
A new task in a project, checked every 5 minutes.
Create a deal
A deal, linked to a person, in the stage you choose: the lead is in the pipeline.
  1. Starts whenA task is added to a project
  2. App stepCreate a deal

What each client fills in

Asana: Project ID
For example the number after /project/ in the link

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • app.asana.com/0/my-apps → Create new token (signed in to the client’s Asana).

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Asana, for “A task is added to a project”
  2. Connect the client’s Pipedrive, for “Create a deal”
  3. Fill in Asana: Project ID (For example the number after /project/ in the link)

Thrum is cooking.

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