Create Asana projects and Google Drive folders from new HubSpot deals

Quick overview

This workflow listens for new HubSpot deal webhooks, verifies the request, then creates an Asana project from a template and a Google Drive folder structure for the deal, writes the links back to HubSpot, and emails the deal owner.

How it works

1. Receives a HubSpot deal-creation webhook and verifies the request using the HubSpot signature header and your HubSpot app client secret.
2. Loads the new deal details from HubSpot and retrieves the deal owner’s information.
3. Checks whether the deal has an associated HubSpot company, and emails the owner a notice if no company is linked.
4. Fetches the associated company from HubSpot and checks whether it already has a saved Google Drive folder ID.
5. If no company folder exists, creates a company folder and then a deal folder in Google Drive; otherwise, creates only the deal folder under the existing company folder.
6. Creates a new Asana project by instantiating your Asana project template and retrieves the project permalink.
7. Saves the Asana project and Google Drive folder links/IDs back onto the HubSpot deal (and the company folder link/ID onto the company when newly created), then emails the deal owner the workspace links.

Setup

1. Create and connect credentials for HubSpot OAuth2, Google Drive OAuth2, Asana OAuth2, and Gmail OAuth2.
2. In the configuration values, set your HubSpot app client secret, Google Shared Drive ID, the parent folder ID where company folders should be created, and your Asana project template GID.
3. In HubSpot, create the custom properties this workflow updates (for example: asana_project, asana_project_id, google_drive_folder, and google_drive_folder_id on deals, plus google_drive_folder and google_drive_folder_id on companies).
4. Add the workflow’s production webhook URL to a HubSpot deal-creation webhook subscription so HubSpot sends deal events to this workflow.