Add a row to Smartsheet when a task is added to an Asana project

■Overview

Do you use Asana and Smartsheet together but find it time-consuming to transfer information between them? When tasks are managed in Asana and the overall project status is tracked in Smartsheet, manually entering the same data twice is inefficient and increases the risk of missed updates.

This workflow automates the integration between Smartsheet and Asana. Whenever a task is added to an Asana project, a new row is automatically added to Smartsheet, helping you solve these challenges seamlessly.

■Who should use this template

• Teams that use Asana and Smartsheet for different purposes and struggle with duplicate data entry
• Teams that want to automate data synchronization between Smartsheet and Asana to streamline project management

• Team leaders who want to prevent missed task updates caused by manual work and maintain real-time visibility into project progress

■Benefits of using this template

• When a task is added to Asana, the information is automatically reflected in Smartsheet, reducing the time spent manually transferring data.
• Prevent human errors such as data entry mistakes and missed updates, helping you maintain accurate data.

■How the Flowbot works

1. First, connect Asana and Smartsheet with Yoom.
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project.”
3. Finally, set the Smartsheet “Add a row” action as the operation and map the task information retrieved by the Asana trigger.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization options

• In the Asana trigger settings, specify the project you want to include in the integration.
• For the operation that adds a row to Smartsheet, you can freely choose which information retrieved from Asana—such as the task name, assignee, and due date—to add to each column.

■Notes‍

• Connect both Smartsheet and Asana with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.