I have created a new pipeline in PipeDrive, and when a deal goes to “analysis”, I want to create a task in Asana that pass on the “notes” section into the task description
Question
I want to send PipeDrive notes to an Asana task when a deal change stage
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+6- Zapier Solution Partner
Hey
This workflow can be made with Zapier and it will look something like this.
- Updated Deal Pipedrive Trigger
- Find Notes Asana action, if it’s not already there in the data.
- Asana Create Task action
Here are the links for Pipedrive and Asana Zapier actions and triggers-
https://zapier.com/apps/pipedrive/integrations
https://zapier.com/apps/asana/integrations
Hope it helps!
+14- Zapier Orchestrator & Solution Partner
Hi
Try these Zap steps:
- Trigger: Pipedrive - Updated Deal Stage
- Action: Pipedrive - Find Notes
- Search by Deal ID
- Action: Formatter > Utilities > Line Items to Text
- Used to format the data from an array of items into a text string
- Help: https://zapier.com/apps/formatter/help
- Action: Asana - Create Task
- Map the output from Zap step 3 to the Description field
+11- Community Manager
Hey there
How did you get on with those suggestions from Sparsh and Troy? Were you able to get the desired workflow between Asana and Pipedrive setup?
Let us know how it’s going, happy to lend a hand if you get stuck at all.
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