Asana integration
Connect Asana so confirmed compliance issues, contract deadlines, and close-out reviews become assigned tasks in the queue your team already works from.
What Joymore does
If your team runs its work in Asana, that is where follow-ups should land. Joymore connects to Asana so confirmed compliance issues, recorded deadlines, and review requests become assigned tasks, and blocked work comes back to the matching transaction file.
Once Asana is connected, Joymore automations can react to Asana events, like a task field being updated or a task being completed, and run Asana actions, like creating a task or adding a comment. Joy can also work in Asana when someone on your team asks her to.
What you can do
- Create compliance tasks. When an issue is confirmed, a ready-made automation creates an Asana task for a named internal owner with the evidence and a link to the file.
- Keep deadline tasks current. When recorded contract dates change, an automation creates or updates date-only Asana tasks and keeps completed work when dates move.
- Queue close-out reviews. When close-out review is requested, an automation adds an assigned task to your Asana queue while Joymore keeps the review and approval.
- Alert owners about blocked tasks. When your chosen blocker field shows a task is blocked, an automation matches it to one transaction and notifies the responsible internal teammate with the task and file details.
Ready-made automations
From the Joymore automation library.
Alert owners about blocked tasks
AsanaAlert the internal owner to blocked Asana work on the matched Joymore file
When the selected Asana blocker field is updated
TeamView automationCreate compliance tasks in Asana
AsanaCreate an assigned Asana task for a confirmed open compliance issue
When an issue is confirmed
ComplianceView automationCreate deadline tasks in Asana
AsanaCreate or update date-only Asana tasks for recorded contract deadlines
When recorded contract dates change
TransactionsView automationCreate review tasks in Asana
AsanaAdd an assigned close-out review request to the Asana queue
When close-out review is requested
ComplianceView automation
Available once connected
What automations can use in Asana.
Events Joymore can react to
- New Project Added To Workspace (Instant)
- New Story Added To Project (Instant)
- New Subtask (Instant)
- New Completed Task (Instant)
- New Tag
- New Tag Added To Task (Instant)
- New Tags added to any task (Instant)
- New Task (Instant)
- New Task Assigned in Project (Instant)
- New Task Field Updated In Project (Instant)
- New Task Updated In Project (Instant)
- New Team
- New User (Instant)
- New Workspace Added
Actions Joymore can run
- Add Task To Section
- Create Project
- Create Subtask
- Create Task
- Create Task Comment
- Create Task from Template
- Delete Task
- Find Task by ID
- Get list of user projects
- Get Portfolio
- Get Tasks From Task List
- List Organizations Options
- List Portfolio Items
- List Portfolios
- List Tags
- List Task Stories
- List Task Templates
- List Teams
- and 7 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
Asana and Joymore questions
How do I connect Asana to Joymore?
Sign in to Joymore, open Settings, and connect your Asana account. You can connect it for your whole brokerage or for a single user.
Do agents need to use Asana?
No. These automations are for your internal team. Agents keep working as they do today.
Does Joymore approve reviews in Asana?
No. The review task puts the request in your team's queue. Review and approval stay in Joymore.
What if a blocked task does not match a file?
It gets a recorded review or skipped outcome instead of an alert on the wrong file.
