Asana + Simpro

Create service quotes in Simpro when tasks move to a new section in Asana

Enhance your task management efficiency with this seamless workflow. When a task is moved to a new section within the Asana platform, it promptly initiates the creation of a corresponding service quote in Simpro. This efficient approach keeps your work processes aligned and eradicates the need for redundant manual data entries. Devote more time to executing your projects while this system ensures your Simpro quotes align with your Asana tasks.

Enhance your task management efficiency with this seamless workflow. When a task is moved to a new section within the Asana platform, it promptly initiates the creation of a corresponding service quote in Simpro. This efficient approach keeps your work processes aligned and eradicates the need for redundant manual data entries. Devote more time to executing your projects while this system ensures your Simpro quotes align with your Asana tasks.

  1. When this happens...
    AsanaAsana
    Task Moved to Section

    Triggers when a Task is moved to a section.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Service Quote

    This is a hidden trigger, and is used in a Dynamic Dropdown within this app

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • Workspace / Organization

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
  • Asana triggers, actions, and search

    New Tag Created

    Triggered when you create a new tag.

    Trigger
    Scheduled
    Try It
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asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn moreHelp

Related categories

  • Project Management

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simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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Related categories

  • Project Management