When a submission is received in 123FormBuilder, add a task to Asana
When a submission is received in 123FormBuilder, add a task to Asana
Launch this workflow to connect
123FormBuilder &
Asana
!
■Overview
After receiving inquiries or applications through a form on your website, are you manually entering the details into your task management tool? Manual data entry is time-consuming and can also lead to human errors, such as input mistakes and missed follow-ups. With this workflow, you can automate the integration between 123FormBuilder and Asana. Whenever a form is submitted, a task is instantly created in Asana, helping you smoothly resolve these challenges.
■Recommended for
- Anyone manually transferring inquiries and other submissions received through 123FormBuilder to Asana
- Anyone looking to prevent missed task creation in Asana and respond to customers more quickly
- Anyone aiming to automate their end-to-end workflow by integrating 123FormBuilder with Asana
■Benefits of using this template
- When a form is submitted through 123FormBuilder, a task is automatically created in Asana, reducing the time spent on manual data entry.
- Because the system handles the process automatically, you can prevent human errors such as manual transfer mistakes and missed task creation, ensuring reliable task management.
■Flowbot steps
- First, connect 123FormBuilder and Asana with Yoom.
- Next, select 123FormBuilder as the trigger and set the action to “When a new form is submitted.”
- Finally, set the Asana “Add a task” action as the operation and configure it to create a task based on the form submission.
※ “Trigger”: The action that starts the flow. “Operation”: The action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- You can customize the title, details, assignee, project, and other fields for tasks added to Asana. For example, you can include fixed text such as “[New inquiry]” in the task name.
- You can dynamically generate tasks by inserting the form responses retrieved by the 123FormBuilder trigger, such as the contact’s name, company name, and inquiry details, as variables in the Asana task name or description.
■Notes
- Connect both 123FormBuilder and Asana with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Available minimum trigger intervals vary by plan.
- 123FormBuilder is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects in configured Flowbots will result in errors.
- Paid plans, including the Personal, Mini, Team, and Success plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise subject to restrictions. For details, see the pricing plans page.
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About the apps you use
123FormBuilder
Yoom integrates with 123FormBuilder without code, allowing you to automatically sync data collected through forms across various systems. For example, you can forward form responses directly to Google Sheets, send notifications to Slack, or register customer information in marketing tools like Mailchimp and ActiveCampaign.
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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
New Submission
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
Search Form
Get Form
List Form Submissions
Delete Form
Get Form Submission
Delete Form Submission
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
Flowbot triggers
New Submission
Flowbot operations
Search FormGet FormList Form SubmissionsDelete FormGet Form SubmissionDelete Form Submission
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)More inspiration for you
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