Create a Freshdesk ticket when a task is added to an Asana project

■Overview

Do you find it time-consuming to manually sync task and ticket information while using Asana for project management and Freshdesk for customer support?
This workflow automatically creates a ticket in Freshdesk based on the details of a new task added to Asana. By automating the integration between Freshdesk and Asana, you can eliminate manual data entry and prevent tasks from being overlooked.

■Who Is This Template For?

• Teams using both Asana and Freshdesk that struggle with managing tasks and tickets separately
• Teams that manually transfer information between Freshdesk and Asana and want to reduce input errors
• Teams that want to streamline the connection between project tasks and customer support to respond faster

■Benefits of This Template

• A Freshdesk ticket is automatically created when a task is added to Asana, reducing the time spent manually transferring information and creating tickets
• Eliminating manual data entry helps prevent human errors, such as miscommunicating task details or forgetting to create a ticket

■Flow Overview

1. First, connect Asana and Freshdesk to Yoom
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
3. Then, set the AI feature action “Extract data from text” as an operation to extract the information required to create a ticket from the Asana task details
4. Finally, set Freshdesk’s “Create a ticket” action as an operation and create a ticket using the extracted data

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

■Customizing This Workflow

• When creating a ticket in Freshdesk, customize fields such as the subject, description, status, and priority based on the Asana task details and data extracted by the AI feature

■Notes‍

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