Create a lead in Bitrix24 when a task is added to Asana

■Overview

Do you manually enter information gathered from inquiry forms and other sources into both Asana and Bitrix24? Double data entry is not only time-consuming but can also lead to human errors, such as transcription mistakes and missed follow-ups. With this workflow, a task is automatically added to Asana and a lead is created in Bitrix24 whenever a form is submitted. Seamlessly connect Asana and Bitrix24 to eliminate inefficient processes.

■Who Should Use This Template

• Teams that manually enter form responses into Asana and Bitrix24
• Teams looking to connect Asana and Bitrix24 and automate task creation and lead management
• Teams that want to speed up initial responses to inquiries and improve overall productivity

■Benefits of Using This Template

• Automatically register information in Asana and Bitrix24 when a form is submitted, reducing the time spent on manual data entry.
• Eliminate manual data transfers to help prevent human errors such as input mistakes and delayed follow-ups.

■Flowbot Workflow

1. First, connect Asana and Bitrix24 with Yoom.
2. Next, set the trigger to Asana's “When a new task is added to a specific project” action to retrieve the details of the added task.
3. Then, configure the “Extract Text” action in the operation to extract the information required to create a lead in Bitrix24 from the Asana task description.
4. Finally, configure Bitrix24's “Create Lead” action in the operation to create a lead 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

• When creating a lead in Bitrix24, configure the fields using the information extracted from the text or any other data you choose.

■Notes

• ‍‍Connect both Asana and Bitrix24 with Yoom.