Add appointments as tasks in Asana.

When an appointment is scheduled via Setmore, a new task is automatically created in Asana.

add your tasks using asana
  • Get all the details

    Appointment details including the date, time and customer contact are all synced from Setmore to the new Asana task. Simply click the task to review them.

  • It’s automatic

    There’s no need to transfer appointment details from one platform to the other. Once this Zap is activated, every new booking lands in Asana automatically.

  • Effortless organization

    Your Asana task list is updated in real-time with appointment details. Add new tasks to the relevant project, assign team members, upload attachments and more.

VIA

Ready for effortless, efficient appointment management?

Ensure your to-do list accounts for every booking by connecting Setmore and Asana. When an appointment is set via your Booking Page or Setmore calendar, a new task is automatically created in Asana. It’s instant, keeping you one step ahead when it comes to arranging your day, week or month. Enhance the task by associating it with a project or adding collaborators.

How to connect Setmore and Asana.

  1. Open this template, click 'Connect Asana +Setmore' and log into Zapier.
  2. Click ‘Connect a new account’ and enter your Setmore account details.
  3. Next, log into your Asana account in Zapier and select a Workspace, Project and Section to receive appointments as tasks.
  4. Specify details to send to Asana from Setmore, e.g. appointment date and time.
  5. Test your Zap and click ‘Turn on Zap’ to complete.

Customize your Zap with an assignee, a status, tags and a priority level. To find out more, visit Zapier.

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