How to Create Asana Tasks for New Flodesk Subscribers Using Pabbly Connect

Learn how to integrate Flodesk and Asana using Pabbly Connect to automate task creation for new subscribers added to a segment. Follow our step-by-step guide!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Asana tasks for new Flodesk subscribers added to a segment, you need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly Connect’s landing page.

If you don’t have an account, click on the ‘Sign Up for Free’ button. This will allow you to create an account quickly, giving you access to 100 tasks free every month. If you already have an account, simply sign in.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, such as ‘Create Asana Task for New Flodesk Subscriber Added to a Segment’.

• Select the folder where you want to save your workflow.
• Click on ‘Create’ to finalize your workflow setup.

After creating the workflow, you will see two boxes: Trigger and Action. The trigger will be set up first, which in this case is Flodesk.

3. Setting Up the Trigger for Flodesk

To set up the trigger in Pabbly Connect, search for Flodesk as your trigger application. Select the trigger event as ‘Subscriber Added to a Segment’. This will initiate the workflow when a new subscriber is added.

Next, connect your Flodesk account to Pabbly Connect. Click on ‘Connect’, then ‘Add New Connection’. Log into your Flodesk account and allow access. After successful connection, give your webhook a name, such as ‘New Webinar Registration’.

4. Creating an Asana Task Action

Now, it’s time to set up the action in Pabbly Connect. Add a new action step and select Asana as the action application. Choose ‘Create Task’ as the action event.

• Connect your Asana account to Pabbly Connect by clicking ‘Connect’ and logging in.
• Select the workspace and project where you want the task to be created.

Next, fill in the task details, including the task name, which could be ‘New Subscriber Added’ along with subscriber details mapped from the Flodesk response.

5. Testing and Verifying Integration

After setting up the action in Pabbly Connect, click on ‘Save and Send Test’. This will create a task in Asana based on the subscriber details received from Flodesk. Verify the task in your Asana account to ensure it was created successfully.

Once verified, your integration is complete. From now on, every time a new subscriber is added to your specified segment in Flodesk, a corresponding task will automatically be created in Asana.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Flodesk and Asana to automate task creation for new subscribers. This not only streamlines your workflow but also ensures no important follow-ups are missed.