How to Create Tasks in Asana for New Calendly Appointments Using Pabbly Connect

Learn how to automate task creation in Asana for new Calendly appointments using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Calendly and Asana Integration

To begin automating task creation in Asana for new Calendly appointments, you need to access Pabbly Connect. This platform allows you to connect various applications seamlessly.

Start by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow for your integration.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. The trigger will be activated whenever a new appointment is booked in Calendly.

Follow these steps to set up the trigger:

• Select Calendly as the app in the trigger window.
• Choose the trigger event ‘Invitee Created’ from the dropdown menu.
• Connect your Calendly account by clicking on ‘Connect’ and then ‘Add New Connection’.

After connecting your Calendly account, you will need to test the connection by clicking on ‘Save and Send Test Request’. This will wait for a new appointment to trigger the workflow.

3. Booking a Test Appointment in Calendly

Now that the trigger is set, it’s time to create a test appointment in Calendly. This step is crucial for ensuring that Pabbly Connect receives the correct data from Calendly.

To book a test appointment, follow these steps:

• Copy the event link from your Calendly account.
• Paste the link into a new browser tab and fill in the appointment details.
• Click on ‘Schedule Event’ to complete the booking.

After scheduling the event, Pabbly Connect should receive the appointment details, which will be visible in the workflow’s trigger window.

4. Creating a Task in Asana Using Pabbly Connect

With the trigger successfully set and tested, it’s time to create a task in Asana when a new appointment is booked. This is done through the action step in Pabbly Connect.

Here’s how to create the task in Asana:

Select Asana as the app in the action window. Choose ‘Create Task’ as the action event. Connect your Asana account by clicking the connect button.

After connecting, you will need to select the workspace and project where the task will be created. Map the task name and other details from the Calendly appointment into the Asana task fields.

5. Testing the Complete Automation Workflow

Finally, it’s essential to test the entire automation workflow to ensure everything is functioning correctly with Pabbly Connect. This will confirm that tasks are created in Asana for every new appointment booked in Calendly.

To test the automation:

Go back to your Calendly account and book another test appointment. Check your Asana account to see if the task appears as expected.

If the task is created successfully with all the correct details, your integration is complete, and Pabbly Connect is now automating the process for you.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of tasks in Asana for new appointments booked in Calendly. This integration enhances productivity and streamlines your workflow.