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Abby Connect and Asana Integration for Call Tasks

The Abby Connect AI receptionist integration with Asana, connected through Zapier, creates a task from call notes whenever a new call record is captured. Caller ID, receptionist name and call start time help your team review details and plan next steps in Asana. This automation reduces manual work by turning client calls into organized project actions.

Use Cases

  • Call Tasks for Sales Follow-Ups: When Abby Connect logs a New Call Record, Zapier creates a task in Asana that includes the caller ID, notes and call start time. Sales teams can review these tasks to plan follow-ups and ensure every lead receives timely attention.
  • Message Requests Logged as Issues: When Abby Connect receives a New Message, Zapier creates an issue in Asana with the caller name and case type when configured, along with additional caller info if available. Support staff can track each inquiry, manage follow-ups and close requests once resolved.
  • Client Call Cards for Project Tracking: When Abby Connect logs a New Call Record, Zapier creates a task on your Asana board so it appears as a card in board view. Project managers can view these cards to coordinate next steps, assign responsibilities and keep client communication visible to the entire team.
  • Add Call Notes as Project Comments: When Abby Connect logs a New Call Record, Zapier adds the notes and call start time as a comment on a related Asana task. This helps teams reference conversation details without switching tools.

Features

  • Create Asana Tasks from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a task in Asana with caller ID and notes so teams can track follow-ups.
  • Issue Creation from Messages: A New Message in Abby Connect triggers Zapier to create an issue in Asana using the caller name and case type when configured, helping teams capture client requests accurately.
  • Automatic Call Comment Updates: Zapier adds a comment to an existing Asana task using notes and receptionist name from each New Call Record, keeping project discussions current.

Resources

FAQs

How does the Abby Connect and Asana integration work?

The integration uses Zapier to connect Abby Connect to Asana. When a New Call Record or New Message trigger fires, details like caller ID and notes are sent to Asana, where your team can manage follow-ups as tasks, issues, or comments.

Is the Abby Connect to Asana integration one-way?

Yes. It is a one-way integration through Zapier. Abby Connect sends data to Asana, but nothing in Asana can change or update information in Abby Connect.

What triggers are available for this integration?

Two triggers are available in Zapier: New Call Record and New Message. Each trigger can create a task, issue, or comment in Asana using details such as caller ID and notes.

How do I set up the Abby Connect and Asana integration?

To set up, sign in to Zapier, connect your Asana account and add Abby Connect using your API key from my.abby.com under Settings, Integrations, Zapier. Then choose either the New Call Record or New Message trigger and map the fields you want to include.

What can my team do after tasks are created in Asana?

Once a task is created from a call or message, teams can assign it, update progress, or add comments. Receptionist notes become actionable project items your team can act on right away.

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