This post is a chapter from my ebook “Become an Asana superhero(cape not included)”, available for order now!
In the ecosystem of SaaS software like Asana, Trello, and Dropbox, there is someone who is able to get everyone around the table and work together. He is called Zapier.
The idea behind Zapier is simple: to enable you to create complex processes involving several SaaS products. For example, when someone submits a form, a task can be created in Asana with the results while a message is posted on Slack.
To give you an overview, here are a couple of cases involving the use of Zapier that have been discussed in the Asana Community:
• Every time someone books a call with a consultant, the client’s details would be automatically stored in Asana, with the task for the call already prepared and assigned.
• When a call with a client is scheduled on Google Calendar, Zapier sets a subtask on the client’s parent task and posts a comment.
• When a post is made in the channel #Operations on Slack, an Asana task is created.
• When a new deal is closed in Salesforce, Zapier automatically creates a new project in Asana to store that customer’s work.
• When a new note is created in Evernote to record an agreement being signed, Zapier creates an empty project to store all tasks related to that client’s project.
These are just a few of the many possible workflows with Zapier! The Asana Community is filled with Zapier experts, so don’t hesitate to come and ask for help.
Bonus advice: some integrations in Zapier are not free, but keep in mind the price you need to pay versus the time you will save. People are often strongly against any software they are required to pay for, but if you can save 10 hours a month with a $10 software, don’t you think it’s worth it?