Add a task to Asana when an event is scheduled on a specific user’s Calendly calendar
Add a task to Asana when an event is scheduled on a specific user’s Calendly calendar
Launch this workflow to connect
Calendly &
Asana
!
■Overview
After scheduling is completed in Calendly, manually reviewing the details and creating a task in Asana can be time-consuming and often leads to missed task entries.
Missing preparation tasks before important sales meetings or discussions can even result in lost business opportunities.
With this workflow, a task is automatically added to Asana when a specific event is scheduled in Calendly. This eliminates the time and errors associated with manual work and enables smooth coordination between your business tools.
■Who This Template Is Recommended For
- Anyone who uses Calendly and Asana and manages meeting-related tasks manually
- Anyone who wants to prevent missed task entries and ensure thorough preparation for sales meetings and discussions
- Anyone who wants to automate routine tasks and improve productivity by connecting Calendly and Asana
■Benefits of Using This Template
- Tasks are automatically created in Asana when an event is confirmed in Calendly, reducing the time previously spent manually transferring information
- Prevent human errors such as missed task entries and incorrect information caused by manual input, improving operational accuracy
■Workflow Steps
- First, connect Calendly and Asana to Yoom
- Next, select Calendly as the trigger and set the action to “When an event is scheduled on a specific user's calendar”
- Finally, set the Asana “Add a task” action as the operation, and configure it to add tasks to your desired project
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization Options for This Workflow
- When adding a task to Asana, freely map information retrieved from Calendly—such as the event title, date and time, and attendee email address—to the task title or description
- You can specify the Asana project and assignee for each task. This lets you automatically assign tasks to a specific team or individual
■Notes
- Connect both Calendly and Asana to Yoom.
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About the apps you use
Calendly
Yoom allows integration with Calendly's API without any code. It is possible to notify chat tools like Slack, Google Chat, and Teams when an event is scheduled in Calendly's calendar, and automatically register Calendly's event information in Hubspot, Salesforce, Zoho CRM, and others.
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Add a record to Google Sheets when an event is scheduled in Calendly.
Automatically create Zoom meetings when a Calendly event is scheduled. Reduce manual work after scheduling, and prevent missed or incorrect URL sharing.
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Add a lead to Zoho CRM when an event is scheduled in Calendly
Asana
With Yoom, you can integrate Asana’s API—no coding required! Easily automate task creation in Asana, send instant notifications to Slack or Chatwork, and sync Asana data with Yoom’s database for seamless workflow management.
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No-Code API Actions
Executable API actions
Flowbot triggers
When an Event Is Scheduled (Webhook Trigger)
When an Event Is Canceled (Webhook Trigger)
When an Event Is Scheduled in a Specific User's Calendar (Webhook Trigger)
When an Event in a Specific User's Calendar Is Canceled (Webhook Trigger)
When an Event Is Marked as No-show (Webhook Trigger)
When a Specific User's Calendar Event Is Marked as No-show (Webhook Trigger)
When a No-show Is Released from the Schedule (Webhook Trigger)
When a Specific User's No-show Is Released (Webhook Trigger)
When a New Task Is Added to a Specific Project
When a New Task Is Added to a Specific Section
When a Task in a Specific Project Is Completed
When a Task in a Specific Section Is Completed
When a Task Is Created or Updated in a Specific Project
When a Task Is Created or Updated in a Specific Section
When a Project Is Created (Webhook)
When a Specific Object's Status Is Updated
When a Specific Project Is Updated (Webhook)
When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
Get Scheduled Event Details
Create One-Off Meeting (Spot Event Type)
List Events
List All Projects
List Projects in a Specific Team
Create Project
Get Project Task Counts
Add Members to Project
List Sections in a Specific Project
Get Section Details
Create Section
List Tasks in a Specific Project
List Tasks in a Specific Section
Add Task
Get Task Details
Get Task List for a Specific User
Get Workspace List
Add User to Workspace
Flowbot triggers
When an Event Is Scheduled (Webhook Trigger)When an Event Is Canceled (Webhook Trigger)When an Event Is Scheduled in a Specific User's Calendar (Webhook Trigger)When an Event in a Specific User's Calendar Is Canceled (Webhook Trigger)When an Event Is Marked as No-show (Webhook Trigger)When a Specific User's Calendar Event Is Marked as No-show (Webhook Trigger)When a No-show Is Released from the Schedule (Webhook Trigger)When a Specific User's No-show Is Released (Webhook Trigger)
Flowbot operations
Get Scheduled Event DetailsCreate One-Off Meeting (Spot Event Type)List Events
Flowbot triggers
When a New Task Is Added to a Specific ProjectWhen a New Task Is Added to a Specific SectionWhen a Task in a Specific Project Is CompletedWhen a Task in a Specific Section Is CompletedWhen a Task Is Created or Updated in a Specific ProjectWhen a Task Is Created or Updated in a Specific SectionWhen a Project Is Created (Webhook)When a Specific Object's Status Is UpdatedWhen a Specific Project Is Updated (Webhook)When a Comment Is Posted on a Specific Task (Webhook)
Flowbot operations
List All ProjectsList Projects in a Specific TeamCreate ProjectGet Project Task CountsAdd Members to ProjectList Sections in a Specific ProjectGet Section DetailsCreate SectionList Tasks in a Specific ProjectList Tasks in a Specific SectionAdd TaskGet Task DetailsGet Task List for a Specific UserGet Workspace ListAdd User to WorkspaceAdd User to TeamMark Task as CompleteUpdate TaskMove Task to SectionAdd SubtaskDuplicate TaskAdd Collaborators to TaskRemove Collaborators from TaskUpdate Task Custom FieldsCreate Project from Project TemplateDelete TaskGet User InformationGet List of Overdue Tasks in a Specific SectionGet List of Overdue Tasks in a Specific ProjectAdd Comment to TaskGet List of SubtasksAttach FileGet List of UsersSearch TasksGet Attached File InformationGet File Download URLDownload FileUpdate ProjectList Project TemplatesList Teams in WorkspaceAdd Task to SectionUpdate Enum Custom Field OptionsList Custom Field SettingsList SectionsUpdate Task Date Custom Field (Date Only)Update Task Date Custom Field (with Time)Archive ProjectCreate Status UpdateGet Portfolio ListGet Goal ListGet Status UpdateGet Goal DetailsRetrieve Status Update History for a Specific ObjectAdd Task (Without Specifying Project or Section)Get Team Member InformationGet Task CommentsMore inspiration for you
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