Add to Asana when a chat is created in Channel Talk.

■Overview

This is a flow that adds a chat created in Channel Talk to Asana.

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■Recommended for‍

1. Those who handle customer support in Channel Talk and manage tasks in Asana

・Those who want to register inquiries and requests received in Channel Talk as tasks in Asana to manage the status of responses

・Those who want to improve work efficiency by eliminating the manual task of transferring chats from Channel Talk to Asana

・Those who want to strengthen the information linkage between Channel Talk and Asana to streamline customer support and task management

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2. Customer support teams using Asana

・Those who want to manage customer support tasks that occur in Channel Talk as tasks in Asana and visualize the status of responses

・Those who want to prevent missed or delayed responses by converting chat interactions into tasks

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■Benefits of using this template

Channel Talk is a convenient tool that easily adds chat functionality to websites and apps.
However, there may be cases where you want to manage inquiries and requests that occur in chats as tasks in Asana, but manually transferring chat content to Asana each time can be a cumbersome task.

By implementing this flow, a task will be automatically created in Asana whenever a chat is created in Channel Talk.
This allows you to centrally manage chat content in Asana, making it easy to assign tasks to the appropriate personnel, manage progress, and check the status of responses.

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■Notes‍

・Please link Channel Talk and Asana with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.