Schedly + Asana
Create Asana tasks automatically from new Schedly bookings.
Connect Schedly to Asana via Zapier to automatically create tasks, add project entries, and trigger project setup workflows whenever a new booking is made through Schedly.
What you can do with Asana
Automatic task creation
New Schedly bookings create Asana tasks in the appropriate project, with client details and meeting time pre-filled.
Project kickoff automation
New client bookings trigger project creation in Asana, using a template pre-populated with intake form data.
Team assignment
Asana tasks created from Schedly bookings are automatically assigned to the team member handling the appointment.
Connect in minutes
No developer required. Set up the Asana integration yourself in your Schedly dashboard.
Create your Schedly account
Sign up for Schedly free — no credit card required. Your free plan includes unlimited bookings and calendar sync.
Connect Asana
Navigate to Integrations in your Schedly dashboard and click Connect Asana. Follow the OAuth flow to authorize the connection.
Configure your event types
Enable the Asana integration on any event type where you want it active. Configure your preferences and you're live.
Common questions
From Booking to Delivery: Automating Project Setup With Schedly + Asana
Service businesses that deliver project-based work face a consistent operational challenge: the time between a new client booking and the start of project delivery involves manual setup steps that consume professional time without generating billable value. Creating the project in the project management tool, setting up tasks, assigning team members, and populating client information from the booking -- this setup work can take 30-60 minutes per new client and happens at the most hectic moment: right after the sales conversation when there is already pressure to deliver. Schedly + Asana automates this setup workflow.
The Intake-to-Task Pipeline
The richest version of Schedly + Asana automation maps intake form responses to task parameters in Asana. A consulting firm might configure their intake form to ask about project scope, timeline, and team size -- then Zapier maps these responses to Asana task names, due dates, and assignees automatically. A new client who indicates a 6-week timeline in their booking intake gets an Asana project automatically created with a milestone schedule that reflects that timeline, pre-assigned to the appropriate team members based on their stated expertise area. Project setup that previously took an hour happens in seconds.
Using Asana for Client Meeting Preparation
Beyond project creation, Schedly + Asana can drive the meeting preparation workflow. Each new Schedly booking triggers an Asana task for pre-meeting preparation: reviewing intake, preparing agenda, researching the client company, and any other standard preparation activities. The task is assigned to the host, due 24 hours before the meeting, and contains the intake form responses as task notes. This systematic preparation trigger ensures no meeting starts without the host having reviewed the available client context -- a practice that measurably improves meeting quality and client perception of professional readiness.
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.