Guide

How to create tasks in Asana when a row is added in Retable

Learn how to set up a Relay playbook that automatically creates a new task in Asana when a row is added to a table in Retable.
Retable logoAsana logo
1

Create the Retable trigger to listen for newly added rows

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Row added" under Retable. Then, select a specific workspace and a table within it. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Now, whenever a new row is added to the selected table in Retable, your playbook will run automatically.

2

Add the Asana automation to create a new task

Now you can create a task in Asana. Add a new step and select "Create a task" from the list of Asana automations.

Connect Asana to Relay if you haven't already, then fill out the relevant information about the task, like its title. You can reference fields from Retable to automatically pass along the right data.

3

Turn on the playbook

Finally, it's time to turn on your playbook. Just flip the On/Off toggle in the top-right to 'On', and your playbook will automatically trigger whenever a new row is added to the selected table in Retable.

That's it!

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