HubSpot and Asana

HubSpot

Triggers

• New contactRuns when a contact is created in HubSpot, by a form, an import, a person or another app.
• New dealRuns when a deal is created in HubSpot, in any pipeline.
• Deal reached a stageRuns when a deal enters the stage you choose in HubSpot, such as Closed won, however long ago the deal was created. A deal that leaves the stage and comes back runs it again.
• New form submissionRuns when someone fills in and submits one of your HubSpot forms.

Actions

• Create a contactAdd a contact by email address. If someone already has that email, their details are updated instead, so nobody is added twice.
• Find a contact by emailFind the contact with an email address. The step fails when nobody has it. To add someone only if they're new, use Create a contact instead, which never adds the same email twice.
• Find contacts by name, email or companyLook up contacts by a name, email address, phone number or company, best match first, the way HubSpot's own search box does.
• Update a contactChange a contact's details, such as their name, phone number or company.
• List contactsList contacts, oldest first, for a quick look. To report on recent leads, use Find contacts created in a date range.
• Find contacts created in a date rangeFind contacts created since a date, newest first, with a count of every one that matches.

Asana

Triggers

• New taskRuns for each new task in an Asana project, with its name, description, assignee and due date. Tasks already there when the workflow is turned on don't start it.

Actions

• Get a taskGet the full details of an Asana task by its task ID.
• Find open tasks in a projectList the tasks in an Asana project that are not finished, each with its assignee's name and email, due date and link. Give Due before to get only the overdue ones (today's date finds everything past due), most overdue first. Tasks with no due date are left out then.
• Find my open tasksList your own unfinished Asana tasks across a whole workspace, with each one's due date and link. Give Due before to get only the overdue ones (today's date finds everything past due), most overdue first. Tasks with no due date are left out then.
• Create a taskCreate a new Asana task in a workspace, and optionally in one or more of its projects.
• Create a projectBeta. Create an empty Asana project, such as one for each new customer, hire or event, then add its tasks with Create a task by passing the project's gid in Projects.
• Update a taskUpdate fields on an existing Asana task, such as its name, description, assignee, due date, or completion status.