Stack Moxie + Asana

Why Stack Moxie + Asana?

Test, launch, and monitor lead flows and campaigns across sales ops, marketing ops, and the entire customer lifecycle. API errors, typos, permissions sets, and other simple problems can break systems sync, preventing proper lead routing, which stops the sales team from knowing when great leads are interested in your company.

Stack Moxie’s army of robots work on your behalf to make sure each lead promptly reaches its destination as expected. If errors arise, the robots proactively notify you so problems can be mitigated quickly.

How to connect Stack Moxie + Asana?

The Stack Moxie + Asana Integrations requires a free or paid Stack Moxie account. Sign up for free at https://app.stackmoxie.com.

Here’s how to set up the integration:

1. Log into Asana, and find the project where you want to enable the Stack Moxie + Asana integration
2. Click on “Customize” in the upper right-hand corner
3. Scroll down to the Apps section and select “+Add app”
4. Select “Stack Moxie”
5. Follow the on-screen instructions to sign in to Stack Moxie
6. Once you’ve signed in, approve the permissions needed to access Stack Moxie Scenarios

Here's how to run a Stack Moxie Scenario from an Asana Rule:

1. Log into Asana, and find the project where you have enabled the Stack Moxie + Asana integration
2. Click on “Customize” in the upper right-hand corner
3. Scroll down to the Rules section and select “+Add rule”
4. Select “Create Custom Rule”
5. Select "+ Add trigger" and choose your desired trigger
6. Select "+ Add action"
7. Select "External Actions" and then "Run a Stack Moxie Scenario"
8. Select the Stack Moxie Scenario Template that you will use. Any fields that you have unlocked in the selected template will populate. Fill in the fields with your desired testing values.
9. Select "Create rule"

Learn more and get support

To learn more about using the Stack Moxie + Asana integration, fill out this form.

Privacy Policy

Please visit this website.

Asana does not endorse or certify apps built by third-party developers. If you encounter inappropriate content or behavior, please report it here. Otherwise, please contact the app developer for support.

Collaborate effortlessly with Asana

From the small stuff to the big picture, Asana organizes work so teams know what to do, why it matters, and how to get it done. It’s free to get started, simple to use, and powerful enough to run your entire business. Learn more about Asana today.