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Create a task in Asana when a support ticket is opened in HubSpot

When a support ticket is opened in HubSpot, create a task in Asana.

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 support ticket is opened in HubSpot, 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 support ticket is opened
A ticket created in HubSpot, checked every 5 minutes. The token needs the tickets scope.
Create a task
A task in a project.
  1. Starts whenA support ticket is opened
  2. App stepNamed after the ticket’s subject

What each client fills in

Asana: Project ID
For example the number in the project’s URL

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.

  • In the client’s HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.

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

After you install it

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

  1. Connect the client’s HubSpot, for “A support ticket is opened”
  2. Connect the client’s Asana, for “Create a task”
  3. Fill in Asana: Project ID (For example the number in the project’s URL)

Thrum is cooking.

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