■Overview
This is a workflow where "When a deal is won in HubSpot, a task is registered in an Asana project."
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.
■Recommended for
■Benefits of using this template
With this flow, when a deal stage in HubSpot becomes won, a task is automatically registered in an Asana project.
Since routine tasks corresponding to the progress of the deal can be automated, there is no need to request or give instructions for tasks each time.
This eliminates the hassle of transcription and allows for smooth follow-up.
When a new task is added to a specific project
When a new task is added to a specific section
When a task is completed in a specific project
When a task is completed in a specific section
When a task is created or updated in a specific project
When a task is created or updated in a specific section
When a project is created (Webhook)
When a new contact is created
When a new company is created
When a new deal is created
When a contact is created or updated
When a company is created or updated
When a deal is created or updated
Form Submitted
When a product is created
When a product is created or updated
When a deal is updated to the specified stage
When a record is created in a custom object
Get a list of all projects
Get a list of projects in a specific team
Create a project
Get project task counts
Add members to a project
Get a list of sections for a specific project
Get Section Details
Create Section
Get a list of tasks for a specific project
List Tasks in a Section
Add Task
Get task details
Get a User's Task List
List Workspaces
Add a user to a workspace
Add a user to a team
Mark Task as Complete
Update Task
When a new task is added to a specific projectWhen a new task is added to a specific sectionWhen a task is completed in a specific projectWhen a task is completed in a specific sectionWhen a task is created or updated in a specific projectWhen a task is created or updated in a specific sectionWhen a project is created (Webhook)
Get a list of all projectsGet a list of projects in a specific teamCreate a projectGet project task countsAdd members to a projectGet a list of sections for a specific project
Get Section DetailsCreate SectionGet a list of tasks for a specific projectList Tasks in a SectionAdd TaskGet task detailsGet a User's Task ListList WorkspacesAdd a user to a workspaceAdd a user to a teamMark Task as CompleteUpdate TaskMove Task to SectionAdd a subtaskDuplicate a taskAdd collaborators to a taskRemove a collaborator from a taskUpdate task custom fieldsCreate project from a project templateDelete TaskGet User DetailsList Tasks Past Due in a Specific SectionGet Overdue Tasks in a Specific ProjectAdd a Comment to a TaskGet a list of subtasksAttach a fileList UsersSearch tasksGet attached file informationGet a file's download URLDownload FileUpdate ProjectList Project TemplatesList Teams in WorkspaceAdd Task to SectionUpdate enum options for single- or multi-select custom fieldsList custom field settingsList SectionsUpdate a task's date custom field (date only)Update a task's date custom field (date and time)Archive Project
When a new contact is createdWhen a new company is createdWhen a new deal is createdWhen a contact is created or updatedWhen a company is created or updatedWhen a deal is created or updatedForm SubmittedWhen a product is createdWhen a product is created or updatedWhen a deal is updated to the specified stageWhen a record is created in a custom objectWhen a custom object record is created or updatedWhen an order is created or updatedWhen an order is createdWhen a ticket is createdWhen a ticket is created or updatedWhen a Service is createdWhen a Service is created or updatedWhen a Task is createdWhen a note is added to a deal
Create ContactRetrieve ContactGet Latest Contact IDsUpdate ContactSearch Contact (Keyword Search)Create CompanyRetrieve Company InformationRetrieve Latest Company IDUpdate CompanySearch Company (Keyword Search)Create DealGet Deal DetailsRetrieve Latest Deal IDUpdate DealSearch Deals (Keyword)Get Contact Custom PropertiesRetrieve Company Custom PropertiesGet Deal Custom PropertiesGet List of Contact IDsGet List of Company IDsSearch Deals (Filter Search)Update Contact Custom PropertyUpdate Company Custom PropertiesUpdate Deal Custom PropertiesCreate TicketSubmit Information to FormUpdate TicketAssociate RecordsAdd Note to ContactGet Public URL of FileGet Custom Object RecordsCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object RecordsRetrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Update Ticket Custom PropertyAdd Note to CompanyAdd Note to DealAdd Note to TicketAdd Meeting to CompanySearch multiple contacts (filter criteria)Get Ticket DetailsAdd Product Item to DealSearch Products (Filter Search)Get Owner (Representative) InformationGet List of Owners (Assignees)Search Multiple Companies (Filter Conditions)Add a Note to a Custom Object RecordRetrieve Company IDs Associated with a Specific ContactRetrieve the Custom Object Record ID Associated with a Specific DealCreate userRetrieve Service Custom PropertiesCreate Meeting LogGet ticket custom propertiesGet quoteUpdate quoteCreate taskDelete quoteSearch quotesCreate formCreate Call LogList tax ratesSearch deals (filter)Search fees (filter)Search discounts (filter)Search quote templates (filter)Add signer to quoteCreate QuoteGet line items for a dealGet line item detailsList tasksGet taskCheck object associationsGet user detailsSearch users (keyword)Search users (filter)Get subscription definitionsSearch multiple tickets (filter criteria)
