I’d like to get some advice on automating a certain task.
I have created a template project in Asana with tasks for clients and us which will be the same every time. I want to automatically get a new project created in Asana (using the template) the moment a new client pays the invoice. (I get a new customer in Stripe).
I have managed to create a simple integration. When I get a new Customer in Stripe (trigger), a new project in Asana gets created. (action)
BUT the project that gets created is empty with no tasks.
I would like Zapier to use the template when it creates a new project and then automatically add the client to the newly created project in Asana.
So to summarize the flow:
- I get a new customer in Stripe (trigger)
- A new Project gets created in Asana using a pre-existing template (action)
- The client gets added to the Project (action)
Not sure if it’s 100% possible but I’m looking forward to any advice!