Asana Integration

1. From the Ivorey main menu, go to Workflows > and open an existing workflow or click [+ Create Workflow] > and [+ Start from Scratch] to create a new one​

2. Set your [Trigger], at the top of the workflow, to whatever should happen inside Ivorey to activate this workflow (e.g. Form Submitted)

3. Click the [+] button to add an action > search "Asana" > and select your preferred action:​

   1. Choose [Create Task] to automatically create a new task in Asana​

      1. Choose your Asana Workspace and Project > and enter the task name​

      2. (Optional) Set the task details:​

         1. Due date

         2. Assignee

         3. Task description

         4. Custom fields​

   2. Choose [Update Task] to automatically update an existing task's details such as the status, assignee, or custom fields​

      1. Choose your Asana Workspace and Project > and select the specific Task ID you want to update (you can map this dynamically if the Task ID is stored on the contact)​

      2. Choose which fields you want to update, such as:​

         1. Task name

         2. Status

         3. Assignee

         4. Due date

         5. Custom values​

   3. Choose [Create Comment / Story] to automatically add comments to an Asana task​

      1. Choose your Asana Workspace and Project > and select the specific Task ID you want to leave a comment on​

      2. Type in the comment you want to add - you can include dynamic Custom Values, such as contact name, email, phone number, tags, and more​

   4. Click [Save Action]​

4. You can add as many actions as you want (Asana actions or any others)​

5. When you're done, toggle the workflow to [Publish], at the top right corner > and click the [Save] button​

6. Test your workflow by completing the trigger you set (e.g. send a test form submission), to confirm that it is firing correctly > go to the [Execution Logs] tab to check for any errors​

• Create Task

• Update Task

• Find Task by ID

• Find Task

• Create Section

• Find Comment from Task

• Add Task to Section

• FindAll Tasks from the Project

• Find Task in Project

• Create Comment/Story

• Create Subtask

• Create Project

1. From the Ivorey main menu, go to Workflows > and open an existing workflow or click [+ Create Workflow] > and [+ Start from Scratch] to create a new one​

2. Set your [Trigger], at the top of the workflow, to whatever should happen inside Asana to activate this workflow (e.g. Task Created or Task Updated)​

   1. Name your trigger > and click [Test Trigger] to pull through sample task data​

   2. Use the available dynamic fields like task name, assignee, due date, or status​

   3. Click [Save Trigger]​

3. Click the [+] button to add an action that should take place in Ivorey (e.g. Add Tag or Create Appointment)​

4. You can add as many actions as you want​

5. When you're done, toggle the workflow to [Publish], at the top right corner > and click the [Save] button​

6. Test your workflow by completing the trigger you set (e.g. create a test task in Asana), to confirm that it is firing correctly > go to the [Execution Logs] tab to check for any errors​

• Task Created

• Task Updated

• New User

• Comment Added to Task

• Task Moved to Section

• New Attachment Added

• Project Created

• New User Added to Workspace

• New Attachment Added to Task

Yes, all triggers are instant and respond immediately to changes in tasks or projects.

Absolutely, workflows can automatically create tasks in Asana with all relevant details.

Yes, workflow actions allow updating task fields based on triggers or conditions, to streamline bulk updates.

Currently, the Asana integration supports one-way sync. Workflows can either be triggered by activity in Asana or perform actions inside Asana.

No, the Asana integration works with both free and paid Asana plans. Some advanced Asana features may require a paid subscription.

Yes, Asana actions and triggers are considered premium automation usage and are billed at the standard automation rates. Please refer to our Billing and Inclusions guide for the details.