Request approval and create a task in Trello when a task is created in Asana

■Overview

If you use Asana for project management alongside Trello as a task board, manually sharing information between the two can be time-consuming. This is especially true for tasks that require approval, where checking and copying information can become cumbersome and increase the risk of omissions. This workflow automates the integration between Asana and Trello. When a task is created in Asana, an approval request is sent automatically, and only approved tasks are created as cards in Trello, helping streamline your task management process.

■Who This Template Is For

• Project managers who use Asana and Trello together and want to eliminate duplicate task entry
• Team leaders who want to send tasks managed in Asana to Trello only after they have gone through an approval process
• Anyone looking to automate task management across multiple tools and improve team-wide productivity

■Benefits of This Template

• Automate everything from creating a task in Asana to creating a card in Trello, reducing the time spent copying information manually and freeing you to focus on more important work.
• Build the approval process into your automated workflow so that only approved tasks are sent to Trello, preventing human errors such as missed transfers or incorrect information.

■Flowbot Steps

1. First, connect Asana and Trello to Yoom.
2. Select Asana as the trigger and configure the flow to start when a new task is added to a specific project.
3. Next, select the request action under Operations and configure it to send an approval request containing the task details to the relevant stakeholders.
4. Then, use the branching feature under Operations to continue to the subsequent actions only when the request is approved in the previous step.
5. Finally, select Trello under Operations and configure the “Create a new card” action using the approved Asana task information.

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

■Customizing This Workflow

• With the request action, customize the approval request message, recipients, and other details to match your actual workflow.
• With the branching feature, you can set various conditions, such as “when approved” or “when sent back for revision,” and branch the flow accordingly.
• When creating a card in Trello, you can customize it in detail by including information retrieved from Asana as variables in the card title or description, adding the card to a specific list, and more.

■Notes

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