Create a contact in Front when a specific task is completed in Asana

■Overview

When a task managed in Asana is completed, do you manually register the contact information in Front, your customer communication tool? This simple task is not only time-consuming but can also lead to data entry errors and missed follow-ups. With this workflow, a contact is automatically created in Front when a specific task is completed in Asana, enabling seamless information sharing between Front and Asana.

■Who Is This Template For?

• Teams using Front and Asana that manually register customer information after completing tasks
• Teams looking to streamline operations by automating the connection between project management and customer communication
• Teams that want to enable smooth communication in Front based on Asana task information

■Benefits of This Template

• Information is automatically shared with Front when a task is completed in Asana, reducing the time spent manually transferring data.
• Eliminating manual data entry in Front helps prevent human errors such as input mistakes and missed follow-ups.

■Flow

1. First, connect Asana and Front to Yoom.
2. Next, select Asana as the trigger and set the action to “When a task in a specific project is completed.”
3. Next, configure the branching feature in the operation settings so that subsequent steps run only when specific conditions are met.
4. Next, configure an AI feature in the operation settings to extract the data required to create a Front contact from the Asana task information.
5. Finally, configure Front’s “Create New Contact” action in the operation settings to create a contact based on the extracted data.

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

■Customization Options

• With the branching feature, you can set custom conditions for creating contacts based on information included in Asana tasks.
• When creating a contact in Front, you can flexibly customize the contact information by inserting values retrieved from Asana task information or entering specific fixed values.

■Notes

• Connect both Asana and Front to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest trigger interval varies depending on your plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured flow operations will result in an error.
• 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 otherwise subject to restrictions.