Question

Create a project in Asana after an estimate is approved in Freshbooks?

  • 22 September 2021
  • 3 replies
  • 10 views

I would like to setup a zap that creates a new project in Asana when an estimate is approved in Freshbooks (new Online, not Classic), filling in the estimate line items and detail as tasks in Asana.

So here’s where I’m bumping into issues:

  1. I don’t see a trigger specific for when the Freshbooks estimate is approved, only new and updated.
  2. When I try to setup the project to be created in Asana, I can get the overview information in but hitting barriers trying to convert each line item in the FB estimate into individual tasks within Asana.
  3. It’s also important that each new task in Asana has the item name and item description converted into task name and description.
  4. I’d also like to pull over the per line cost information into an estimated time effort within Asana. So line item quantity (hours) is pulled into a task budget that I could time against. This may be beyond Zapier and need a third party timer?

Any input would be appreciated.


3 replies

Userlevel 7
Badge +11

Hi @WPMonkey 
Try using this Trigger followed by a Filter step: https://zapier.com/apps/filter/help

 

Userlevel 7
Badge +11

@WPMonkey 

Try using the Looping app to handle line items for creating 1+ Asana Tasks: https://zapier.com/apps/looping/integrations

Userlevel 3
Badge +4

Hi @WPMonkey , You can use trigger - New Invoice created and than add some filters to check if there is any associated Estimate. I got this solution from Freshbooks API Page.

 

Now to create an Asana task for each Item, use Looping by Zapier..

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