Workflow overview
Why this workflow matters
Improves internal consulting operations and productivity. Relevant for managed services and support workflows.
How it works: This workflow automates your customer service with built in notifications for your users & ticket creation with Asana. If a user submits a form, he gets send a confirmation message via WhatsApp a task is opened in Asana with his request in it. Setup: You need to add your credentials to the WhatsApp Business Cloud node. You need to add your credentials to the Asana node. Replace the placeholders with the correct phone number, id, and so on. Change the confirmation message to your liking. Optional Changes: You could extend this workflow to update your user on the progress of the ticket in Asana. You can change the messaging from WhatsApp to E-Mail. You can change the form submission service from AlekSystem-native to Typeform or similar. You can change the task management software from Asana to the one you use. Click here to find a blog post with additional information.
Best fit
Categories
Services
Use cases
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