Starter
Create a task in Asana when an activity is scheduled in Pipedrive
When an activity is scheduled in Pipedrive, 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.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- An activity is scheduled
- A call, meeting or task added in Pipedrive, within seconds.
- Create a task
- A task in a project.
- Starts whenAn activity is scheduled
- App stepNamed after the activity’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.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Pipedrive, for “An activity is scheduled”
- Connect the client’s Asana, for “Create a task”
- Fill in Asana: Project ID (For example the number in the project’s URL)
Related templates
- Starter
Airtable
BrevoSend an email in Brevo when a record is added in AirtableWhen a record is added in Airtable, send an email in Brevo. A plain-text transactional email from a sender verified in Brevo.1 step
- Starter
Airtable
Post a message in Discord when a record is added in AirtableWhen a record is added in Airtable, post a message in Discord. Post to the channel the webhook belongs to.1 step
- Starter
Airtable
Send an email in Postmark when a record is added in AirtableWhen a record is added in Airtable, send an email in Postmark. Plain-text email from a verified sender.1 step
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.