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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

Hey ​@Simone Pardini,

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!

Hi ​@Simone Pardini 

Try these Zap steps:

  1. Trigger: Pipedrive - Updated Deal Stage
  2. Action: Pipedrive - Find Notes
    1. Search by Deal ID
  3. Action: Formatter > Utilities > Line Items to Text
    1. Used to format the data from an array of items into a text string
    2. Help: https://zapier.com/apps/formatter/help
  4. Action: Asana - Create Task
    1. Map the output from Zap step 3 to the Description field

 

 

 

Hey there ​@Simone Pardini! 👋

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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