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Folder Creation and Sub Task: This automation uses Zapier to streamline task management in Asana for the "Cross Functional Project".

When a task is updated in Asana, the Zap:

  1. Filters the task based on specific conditions.
  2. Creates a new folder in Google Drive.
  3. Creates a subtask in Asana.

The workflow helps keep project organization consistent by automatically setting up dedicated Google Drive folders and subtasks whenever qualifying tasks are updated.

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Lead Action Automation: This Zapier automation triggers when a task is updated in Asana. It uses multiple Paths to handle different task statuses intelligently:

The workflow ensures proper notifications, folder organization, and task management based on the current status of the project task.

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Automated Leads Enrichment: This Zapier automation handles incoming leads efficiently. It triggers when a new lead comes in via webhook, then:

High Priority Leads: Saved to Google Sheets, notified to the Sales team via Slack, and an email draft is created and sent to the client.

Low Priority Leads: Only a notification email is sent to the Sales team.

The workflow ensures fast response for important leads while keeping the team informed on all incoming opportunities.

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Follow Up Automation for Unresponsive Leads: This simple Zapier automation triggers when a task is updated in Asana.

It first applies a Filter to check specific conditions. If the conditions are met, it automatically sends an email notification via Gmail.

The workflow ensures timely email alerts for important task updates in Asana without manual effort.

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Quote Follow Up Automation: This daily automation runs every day via Zapier’s Schedule trigger. It searches for tasks in an Asana workspace and sends a summary report via Gmail. The workflow provides a simple, automated daily update of Asana tasks straight to your email inbox.

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