Projects and tasks

Asana

Turn texts into Asana tasks, and text a client when their task is done.

What you can do

  • Turn each incoming text into a task in an Asana project.
  • Text a client when their task is marked complete.

How it connects

  • Zapier

    BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Make a task from each text

Starts when

BlueBot’s New Incoming Text trigger in Zapier

  1. Start a Zap with BlueBot’s New Incoming Text trigger.
  2. Add Asana’s Create Task action in the project where requests go.
  3. Put the sender’s number in the task’s name and the words of the text in its description.
02With Zapier

Text a client when their task is done

Starts when

When a task is completed in Asana

  1. Keep the client’s phone number in a custom field on the task.
  2. Start a Zap with Asana’s trigger for a completed task in the project.
  3. Add BlueBot’s Send Text action and map that field to To.

The text it sends

Hi {{first_name}}, {{task_name}} is done. I’ve sent the details to your email.

From your own number

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