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Best answer

How to create new projects from template in Asana when new customers are added in Stripe?

M

Hey all!

I’d like to get some advice on automating a certain task.

I have created a template project in Asana with tasks for clients and us which will be the same every time. I want to automatically get a new project created in Asana (using the template) the moment a new client pays the invoice. (I get a new customer in Stripe).

I have managed to create a simple integration. When I get a new Customer in Stripe (trigger), a new project in Asana gets created. (action)

BUT the project that gets created is empty with no tasks.

I would like Zapier to use the template when it creates a new project and then automatically add the client to the newly created project in Asana.

So to summarize the flow:

  1. I get a new customer in Stripe (trigger)
  2. A new Project gets created in Asana using a pre-existing template (action)
  3. The client gets added to the Project (action)

Not sure if it’s 100% possible but I’m looking forward to any advice!

Thanks 

Best answer by SamBBest answer by SamB

Just wanted to follow up here to close this thread as spotted that there’s an existing feature request for the ability to create new Asana Projects from templates being discussed here:

And in that thread, we’ve already added @MratioT’s vote to the feature request.

We don’t have an ETA on when this would be added but we’ll be sure to post an update that thread once it’s been added. Until then, using a Webhook by Zapier step as Troy mentioned may be worth a try! :)

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2 replies

Troy Tessalone
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Hi @MratioT 

This is doable using the Asana API to duplicate a Project.

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/integrations

If you need help, consider hiring a Zapier Expert: https://experts.zapier.com/

 

Also, you may want to look into using Asana Rules: https://asana.com/guide/help/premium/rules

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
SamB
Community Manager
Forum|alt.badge.img+11
  • SamBCommunity Manager
  • Community Manager
  • 7906 replies
  • Answer
  • September 21, 2021

Just wanted to follow up here to close this thread as spotted that there’s an existing feature request for the ability to create new Asana Projects from templates being discussed here:

And in that thread, we’ve already added @MratioT’s vote to the feature request.

We don’t have an ETA on when this would be added but we’ll be sure to post an update that thread once it’s been added. Until then, using a Webhook by Zapier step as Troy mentioned may be worth a try! :)

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