Add a task to Asana when a Calendly event matching specific conditions is scheduled

■Overview

Do you manually create tasks in Asana after scheduling meetings in Calendly?
Depending on the type of meeting, creating a task may not be necessary. Reviewing the details and manually creating tasks each time is time-consuming and can lead to missed follow-ups.

With this workflow, you can seamlessly connect Calendly and Asana and automatically add a task to Asana whenever a meeting that meets specific conditions is scheduled.

■Who Should Use This Template

• Anyone who manually creates Asana tasks after scheduling meetings in Calendly
• Anyone who wants to connect Calendly and Asana and automate task creation for important appointments
• Anyone who wants to streamline the entire workflow from scheduling to task management and prevent missed follow-ups

■Benefits of Using This Template

• Automatically add tasks to Asana when specific meetings are scheduled in Calendly, reducing the time previously spent copying information manually
• Prevent human errors such as missed task creation and inaccurate transcription of meeting details, enabling reliable task management

■Workflow Steps

1. First, connect Calendly and Asana to Yoom
2. Next, select Calendly as the trigger and set it to “When a meeting is scheduled (webhook trigger)”
3. Next, configure the branching feature in an operation so that subsequent steps proceed only when specific conditions are met
4. Finally, configure the Asana “Add a task” operation to create a task based on the information retrieved from Calendly

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

■Customization Options

• In the branching feature, set the conditions for the Calendly meetings you want to turn into tasks. For example, you can create a task only when a specific event type is selected
• In the Asana task creation action, specify the information you need—such as the invitee’s name and meeting date and time retrieved from Calendly—in the task title or description

■Notes‍

• Connect both Calendly and Asana to Yoom.
• Branching is an operation available on the Mini plan and above. Please note that operations configured in your flow bot will result in an error on the Free plan.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are subject to plan restrictions.