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Follow Up Boss Update contact stage. Asana New task completed in a project.

Update Follow Up Boss stage when Asana task completes

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How this automation works

Update Follow Up Boss contact stages automatically to keep your CRM pipeline aligned with completed project work. The Applet runs whenever a task is marked complete in a specified Asana project and sets the selected contact's stage in Follow Up Boss. It's ideal for teams who manage tasks in Asana and leads in Follow Up Boss, ensuring task completion advances contacts through your sales pipeline.

If
Asana icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time there is a new completed task in a project.
CreatedAt ProjectName TaskName TaskNotes CompletedAt Assignee Workspace Tags TaskURL
Then
Follow Up Boss icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.
contact_id new_stage

Services used in this Applet

Create your own Follow Up Boss and Asana workflow

Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.

22 triggers, queries, and actions

New appointment

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.

New contact

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.

New deal

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new deal is created in Follow Up Boss.

New note

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new note is added to a contact in Follow Up Boss.

New project

Pro plus icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time there is a new project added in a workspace.

New task

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new task is created in Follow Up Boss.

New task assigned to you in a project

Pro plus icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time there is a new task assigned to you in the specified project on Asana.

New task completed in a project

Pro plus icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time there is a new completed task in a project.

New task in a project

Pro plus icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time there is a new task in the project you specify.

Tag added to task

Pro plus icon
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This Trigger fires every time a tag is added to a task in a project.

Find contact by email

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.

Get contact by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.

History of project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new project added in a workspace.

History of task assigned to you in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new task assigned to you in the specified project on Asana.

History of task completed in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new completed task in a project.

History of task in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new task in the project you specified.

Recent notes for contact

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve the most recent notes for a Follow Up Boss contact.

Add note to contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.

Create contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.

Create project

Pro plus icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new project in the specified workspace.

Create task

Pro plus icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new task for the specified project.

Update contact stage

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Change the pipeline stage of an existing Follow Up Boss contact.

Add note to contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Add a note to an existing Follow Up Boss contact.

Create contact

Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
Create a new contact in Follow Up Boss.

Create project

Pro plus icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new project in the specified workspace.

Create task

Pro plus icon
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This Action will create a new task for the specified project.

Find contact by email

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Look up a Follow Up Boss contact by email address.

Get contact by ID

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
Retrieve a Follow Up Boss contact by its ID.

History of project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new project added in a workspace.

History of task assigned to you in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new task assigned to you in the specified project on Asana.

History of task completed in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new completed task in a project.

History of task in a project

Pro plus icon
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a list of every time there was a new task in the project you specified.

New appointment

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new appointment is created in Follow Up Boss.

New contact

Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires every time a new contact is created in Follow Up Boss.

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You can add delays, queries, and more actions in the next step!

More on Follow Up Boss and Asana

About Follow Up Boss

Connect Follow Up Boss to thousands of apps. Automate lead routing, contact status updates, and follow-up workflows for your real estate business.

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About Asana

Asana is the easiest way for teams to track their work. From tasks and projects to conversations and dashboards, Asana enables teams to move work from start to finish — and get great results.

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