Zapier - Send your Bloom Growth 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
- Connect your Bloom Growth account to Zapier if you have not already done so. Add your Bloom Growth account and password
- Trigger Event (New To-do)
- Click continue.
- Choose your Bloom Growth account
- Click Choose an account…
- Click Continue
- Choose owner
- Choose the meeting name (If left blank Default to receive all visible created to-dos)
- Test trigger.
4. Click Continue
5. Action
- Chose an Action, where the information will be pushed to. In this example, we are pushing information from Bloom Growth to Asana.
- Choose an App and Event (Asana)
- Action Event (Create a Task)
- Click Continue.
- Connect your Bloom Growth account or add it if you have not already done so.
- Click Continue.
- Choose your account or Connect a new account.
- Click Continue.
- Set up action
- Choose your Asana Workspace
- Choose Project
- Choose Section (To-do, In Progress, or Complete)
- Choose the name of your Task (You can pick the same name of your Bloom Growth To-do from the drop-down menu)
- 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)
- Choose the due date ( Can be the same as the Bloom Growth To-do)
- Select Assignee from the drop-down list.
- Click Continue
- Test & Review or Test & Continue
- Turn on Zap