Hey everyone 👋
I’m trying to figure out the best way to set this up in Zapier:
I’m using Asana as a CRM, and I’ve got a ticketing system inside Asana with a form that clients use to submit requests.
Here’s what happens:
When a client submits the form, a new task is created in the Ticketing Project.
These are returning clients, and each one has their own individual project in Asana.
What I want to do is whenever a client submits a ticket, that same task should also be added (or mirrored) into their client-specific project. Basically, a multi-home setup triggered automatically via Zapier.
The catch: I’d like Zapier to find the correct client project by searching using either their email, name, or business name.
So my question is:
How would you structure this in Zapier using only Asana + Zapier (no external database)?
Would you rely on paths, lookups, or something else to handle the client-matching logic?
Thanks in advance for any tips! 🙏