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

Learn how to automate task creation in Asana for new Flodesk subscribers added to a segment using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Flodesk and Asana Integration

To create Asana tasks for new Flodesk subscribers, you need to use Pabbly Connect. First, access Pabbly Connect by navigating to the official website. If you don’t have an account, sign up for free. This process only takes a few minutes and provides you with 100 tasks per month.

Once logged in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, such as ‘Create Asana Task for New Flodesk Subscriber Added to a Segment.’ This naming convention helps in identifying the workflow later.

2. Creating a Trigger in Pabbly Connect with Flodesk

In this step, you will set up the trigger application in Pabbly Connect. The trigger application is Flodesk, which allows you to respond when a new subscriber is added to a segment. Search for Flodesk and select it as your trigger application.

Next, you need to choose the trigger event. Select ‘Subscriber Added to a Segment’ from the options provided. After that, connect your Flodesk account by clicking on ‘Connect’. You will be prompted to log in to your Flodesk account and allow access. This will enable Pabbly Connect to retrieve subscriber details.

• Search for Flodesk in the trigger application section.
• Select ‘Subscriber Added to a Segment’ as the trigger event.
• Connect your Flodesk account by logging in and allowing access.

Once connected, you will need to create a webhook name for tracking purposes. Enter a random name, such as ‘New Webinar Registration’ and click on ‘Save and Send Test’. This will prepare Pabbly Connect to receive subscriber data whenever a new subscription occurs.

3. Filtering Subscribers with Pabbly Connect

After setting up the trigger, the next step in Pabbly Connect is to filter the subscribers. This step ensures that only subscribers added to a specific segment trigger the creation of a task in Asana. Use the ‘Filter by Pabbly’ action in your workflow.

Set up the filter condition by specifying that the subscriber must be added to the ‘Connect Integration’ segment. This is done by selecting the correct label from the response data received from Flodesk. The filter type should be set to ‘Equal To’ and the value should be the name of your segment.

• Select ‘Filter by Pabbly’ as the action.
• Set the condition to check if the subscriber is added to the ‘Connect Integration’ segment.
• Ensure the filter type is set to ‘Equal To’.

Once the filter is successfully set up, it will allow the workflow to proceed only if the condition is met, ensuring that only relevant subscribers trigger the next action.

4. Creating an Asana Task via Pabbly Connect

Now that the filtering process is complete, you can create a new task in Asana using Pabbly Connect. Select Asana as your action application and choose the ‘Create a Task’ event. This action will help you manage your subscribers effectively.

Connect your Asana account by clicking ‘Connect’ and allowing access. Once connected, you will need to specify the workspace and project ID where the task will be created. Select the appropriate project in Asana that corresponds to your subscriber management.

Choose ‘Create a Task’ as the action event in Asana. Specify the workspace and project ID for the task creation. Map the subscriber details such as name, email, and phone number into the task description.

After mapping the necessary details, click on ‘Save and Send Test’. This will create the task in Asana automatically, ensuring that your team is informed about the new subscriber and can follow up accordingly.

5. Conclusion

In this tutorial, you learned how to automate the process of creating Asana tasks for new Flodesk subscribers added to a segment using Pabbly Connect. This integration streamlines your workflow and ensures that your team can efficiently manage new subscribers.

By following the steps outlined, you can easily set up this automation to improve your event management and communication with subscribers. Utilizing Pabbly Connect for this integration provides a seamless experience without the need for coding skills.