![]() ![]() I have been using to drive Asana + Harvest (time tracking) Airtable (reference data storage & data syncing hub) + Dropbox to build a Project kickoff workflow that builds my Asana project, customized per client using client-specific data stored in Airtable bases) then builds an associated Harvest project for tracking time to the project and finally builds a folder structure for my working files in Dropbox, following client-specific templates. I’m not a coder, though I am pretty technical in many other computer productivity realms. ![]() I’m going down the exact path you suggest. Let me know in the comments if you are interested, let’s get that code vibe going! I won’t lie: this is not straightforward, but that’s definitely the easiest way in, and we can help by guiding you! For example, let’s say that a “Duplicate task” action doesn’t exist in Zapier: no problem, you can use an action of type “Webhooks by Zapier” and call the Asana API directly. But with actions, you can create your own. You can’t really easily create your own triggers, you are stuck with Asana’s. Asana has created a few triggers and a few actions. Let me explain.Īn automation in Zapier is made of 2 things: trigger(s) and action(s). Which is perfectly understandable!īut did you know that there is actually an easy way in? Instead of writing code, you can use a tool like Zapier (or equivalent) to do calls to the API. That’s a highly under-rated feature, that most people overlooks because they don’t have the skills to understand how it works and don’t know how to code. Airtable is the smarter solution for all modern companies who need to keep track of their information.I can talk all day about how great the Asana API is. Stop storing your data in complicated spreadsheets that can get lost, corrupted or destroyed by user error. Then, with a click of an Airtable checkbox, you could trigger that invoice to be sent to your client! Using Zapier, Airtable and Quickbooks Online, you could automatically create a new invoice based on information from your project database. Easily create, update or edit your Airtable rows, no code required. Using Airtable, it's easy to collect and display the information that you need.Īnother powerful Airtable feature is the ability to integrate with other tools using Zapier. I built this from scratch in about 20 minutes - using only a single formula! 95% of this sheet was built using point and click tools, and the data is dynamically connected and automatically formatted. Take a look at this example to see how easy it can be to link projects and invoices together: ![]() One of the strongest Airtable features is the ability to easily link multiple records across tables. It's all the best features of Google Sheets, and none of the hassle of complex formulas & formatting. You can easily link records across tables, dynamically update data instantly, add files & images, and collect information from forms. It's perfect for storing information that can become complex and unwieldy. What if you have to somehow link two lists of items together? If you're using a spreadsheet (or even Google sheets), good luck keeping things organized without creating a bunch of messy columns filled with notes.Īirtable is a cloud-based product that's similar to a spreadsheet, but built for the age of automation. Have you ever tried to use a spreadsheet for information tracking (like a database)? It can be a simple process, or it can be quite frustrating. ![]()
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