How to create a new Asana project for every new Pipedrive project

Relay.app is an automation tool that lets you automate actions across Pipedrive, Asana, and many other apps. In this guide, we'll show you how to automatically create project in Asana for each project added in Pipedrive using Relay.app.
Pipedrive logoPipedrive > Asana
Trigger
Last triggered
Pipedrive logoProject added
Asana logoCreate project
1

Create your playbook and set the Pipedrive trigger as "Project added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select the necessary details. If this is your first time using a Pipedrive integration in Relay.app, you'll be prompted to connect your Pipedrive account.

Now, every time a new project is added in Pipedrive, your playbook will run automatically.

2

Add the "Create project" in Asana automation

Integrate the Asana automation into your playbook to ensure the prompt creation of a new project in Asana when a new project has been created in Pipedrive.

Click the "Add step" button, then locate the "Create project" automation for Asana and input the mandatory and relevant details.

If your Asana account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Asana account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new project in Asana. Once turned on, it will respond to each newly added project in Pipedrive by creating a new project in Asana without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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