I can not attach gmail pdf attachments to my asana task - is this possible ?
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Userlevel 7
+9
- Certified Zapier Expert
- 617 replies
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21 October 2021
Hi
Yes, that is possible to do via Zapier. You need to create a Zap like this:
https://zapier.com/apps/gmail/integrations/asana
Userlevel 7
+14
- Certified Zapier Expert
- 23940 replies
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21 October 2021
Hi
You may need to add a Step to your Zap to first find or create the Asana Task.
this rule will not work - as it requires me to specify the ‘task’ to add the attachment too
that would mean i would have to create a new zap for every single email
let me explain
- we have set up an Asana project
- we have a gmail account - where our ERP system emails/attaches a PDF invoice and another PDF contract terms document (so at least 2 attachments)
- i want Zapier to
- from a new email in to inbox
- with specific subject : INVOICE AND 123456 (being the customer account code)
- from: a specific email address
- create in asana
- create new task
- to a specific project
- to a specific asana section
- name = task id = the email subject (because that will be unique for every printed invoice from ERP)
- set a due date
- set an assignee
- set a status
- attach all the attachments on to this task
I tried the insert attachment option - but it expects me to select a specific task to attach it to, which must already exist ? - i can’t create the single task / set the values (per above) - as it only allows project/task selection
i had a gmail forwarding rule in to Asana working - but it would not let me set all the variables on the task
any other advice ?
tks Paul
Userlevel 7
+14
- Certified Zapier Expert
- 23940 replies
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21 October 2021
You may need to add a Step to your Zap to first find or create the Asana Task.
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