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Hi,

When using the Typeform/Asana integration, is it possible to create Asana tasks from a Typeform form entry in different Asana projects based on the answer to a specific question?
eg., If answer to question 1 is A → create task in Project X; If answer to question 2 is B → create task in Project Y

 

Hi @lguillod 

Try adding a Filter as step 2 in your Zap: https://zapier.com/apps/filter/help

Hi @lguillod!

There are a few ways of doing this, which way you choose will depend on your Zapier plan, how many different answers/projects there are and whether you only need to change the project or you need to change a few different fields/steps in your Zap.  

 

The simplest way to do this is with Paths, which allow you to create conditional steps within the same Zap - in other words, it can do exactly what you explained:

 If answer to question 1 is A → create task in Project X; If answer to question 2 is B → create task in Project Y

Paths are available on the Professional plan and higher. You can learn more about Paths in this help guide

 

If you have a starter or Free plan, then there are still a couple of options:

The first is to use a Lookup Table (which is in Formatter > utilities). Lookup tables allow you to tell the Zap ‘if you see this X in a previous step, use Y in the next step’. In this case, you would use the Lookup table to say ‘If you see this answer in the form, use the ID of this Asana project’. In the Asana step chooe the option to enter a custom value for the Project and use the project ID that the Lookup table gives you. 

 

This approach is helpful if there are lots of possible answers to the question in the form, but the only thing that needs to change as a result is the project. It doesn’t work very well if you need lots of other things in the Zap to depend on the answer to the question. IE if the answer to question 1 is A then change the project, change the person the task is assigned to and change the due date, etc. this approach won't work. 

 

If you only have two or three possible answers to the question, but you need lots of other parts of the Zap to change, then the best way to do that (other than Paths) is by using Filters with more than one Zap. This guide explains how to use Filters to add branching logic to Zaps. 

 

To sum up:

  • The easiest/cleanest way is using Paths
  • A lookup table is good if you have lots of possible answers to the question and only need to change the Project in the next steps. 
  • Using a filter with more than one Zap is good if you only have two or three possible answers to the question and need to change more than one thing in the next steps of the Zap (ie more than just the project). 

 

I hope that all makes sense!

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