Create a ticket in Freshdesk when a task matching specific conditions is added to an Asana project

■Overview

When integrating task management in Asana with customer support in Freshdesk, do you find manual data entry time-consuming? Manual work not only takes time but can also lead to human errors such as data entry mistakes. With this workflow, you can automate the integration between Asana and Freshdesk and automatically create a ticket in Freshdesk when a task matching specific conditions is added. This helps speed up response times and improve operational accuracy.

■Who This Template Is For

• Teams using both Asana and Freshdesk that are struggling to connect task management with customer support
• Teams that want to ensure specific tasks managed in Asana are created as Freshdesk tickets without anything slipping through the cracks
• Teams looking to eliminate manual data entry and improve the efficiency and speed of their support operations

■Benefits of This Template

• A Freshdesk ticket is created automatically when a task is added to Asana, reducing the time previously spent transferring information manually
• Because the integration is completed without manual intervention, you can prevent human errors such as task details being entered incorrectly or tickets not being created, helping maintain consistent support quality

■Flowbot Process

1. First, connect Asana and Freshdesk 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. Then, configure the branching feature in Operations so that the workflow proceeds only when specific conditions are met
4. Next, configure an AI feature in Operations to extract the information required to create a ticket from the Asana task details
5. Finally, configure the “Create a ticket” action for Freshdesk in Operations and create a ticket based on the extracted information

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

■Customization Options

• In the branching feature, set the conditions for the tasks that should trigger ticket creation in Freshdesk
• For the action that creates a ticket in Freshdesk, configure how Asana task information should be reflected in the subject and body, as well as the assignee, priority, and other fields

■Notes‍

• Connect both Asana and Freshdesk with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest trigger interval varies by plan.
• Branching is an Operation available on the Mini plan and above. On the Free plan, the configured Flowbot Operation will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (Operations) that are otherwise subject to plan restrictions.