Zapier - Send your Traction Tools To-Dos to Asana

1. Sign in to your Zapier account.

2. Click the Make A Zap button at the top left of the screen and name it.

3. Trigger

  1. Connect your Traction Tools account to Zapier if you have not already done so. Add your Traction account and password
  2. Trigger Event (New To-DO) 
  3. Click continue.
  4. Choose your Traction Tools account 
  5. Click Choose an account…
  6. Click Continue
  7. Choose owner 
  8. Choose meeting name (If left in blank Default receive all visible created to-dos)
  9. Test trigger.

4. Click Continue
5. Action 

  1. Chose an Action, where the information will be pushed to. In this example, we are pushing information from Traction Tools to Asana. 
  2. Choose an App and Event  (Asana)
  3. Action Event (Create a Task)
  4. Click Continue.
  5. Connect your Traction Tools account or add it if you have not already done so.
  6. Click Continue.
  7. Choose your account or Connect a new account. 
  8. Click Continue. 
  9.  Set up action
  10. Choose your Asana Workspace
  11. Choose Project
  12. Choose Section (To-Do, In Progress, or Complete) 
  13. Choose the name of your Task (You can pick the same name of your Traction Tools To-Do from the drop-down menu) 
  14. Chose Notes from the drop-down menu you’d like to add to your Asana Task (Example; To-Do Name, Owner, Meeting name, Due date) 
  15. Choose the due date ( Can be the same as the Traction Tools To-Do) 
  16. Select Assignee from the drop-down list. 
  17. Click Continue
  18. Test & Review or Test & Continue
  19. Turn on Zap
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.