I am looking to create an automation when a PipeDrive deal is marked as won: what I want to happen is that after this action an existing section in an existing project in Asana gets duplicated with all of its existing tasks and subtasks
Best answer
Need help creating an Asana section when a PipeDrive deal is marked "Won"
- Beginner
Best answer by Sparsh from Automation Jinn
Hey
I don’t there is an Asana action to duplicate a section in an existing project if you see here. https://zapier.com/apps/asana/integrations. So you have to duplicate the tasks and subtasks in Zapier actions. Your workflow will look something like this-
- Pipedrive New Deal trigger
- Filter for Won
- Either use Find All tasks from Project or Find Tasks in a Workspace action.
- Create a Section in existing project action.
- Looping( Depending on the output data from Find Tasks action)
- Create task
This is a more general workflow to duplicate the section. The complexity and exact workflow will depend on your needs. Hope it helps!
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+6- Zapier Solution Partner
- Answer
Hey
I don’t there is an Asana action to duplicate a section in an existing project if you see here. https://zapier.com/apps/asana/integrations. So you have to duplicate the tasks and subtasks in Zapier actions. Your workflow will look something like this-
- Pipedrive New Deal trigger
- Filter for Won
- Either use Find All tasks from Project or Find Tasks in a Workspace action.
- Create a Section in existing project action.
- Looping( Depending on the output data from Find Tasks action)
- Create task
This is a more general workflow to duplicate the section. The complexity and exact workflow will depend on your needs. Hope it helps!
- Beginner
Starting from the PipeDrive triggers:
- first trigger event: new deal
- second trigger event: ?
I am not sure how to identify all the deals that gets marked “won”
+6- Zapier Solution Partner
Hey
There will be only one trigger in a workflow and not 2. So there are two ways you can filter for deal won.
Either you can use a trigger like Updated Deal trigger where you can filter for Won deals. It works for existing deals.
And if it’s new deal that’s status is set to Won directly. You may want to use New Deal trigger and then use Filter by Zapier action to filter for the deal won. See this article about Filter by Zapier- https://zapier.com/blog/filter-by-zapier-guide/. Do note this will work for the new incoming data. Hope this helps!
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