Design Workflows Builder Toolbox Enterprise Automation

Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps. Need a specific template? Click the Contact us button in the top right of the page and let us know.

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Before you begin

To start integrating you need the following data from Asana:

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Dynamically assign tasks in Asana

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1. Get assignee_ID

  1. Create a step in Integration > Custom integration with the following settings:

  2. In the Settings, click + Add a variable.

  3. Enter the following variable values:Name: assignee_idValue: $.data.gid

  4. Save your changes.

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2. Create a task in Asana from Next Matter

  1. Create a step in Integration > Custom integration with the following settings:

    {
   "data": {
      "approval_status": "pending",
      "assignee": "{2. Get Assignee Id - Integration step - assignee_id (string)}",
      "due_at": "2022-07-25T00:00:00+0000",
      "followers": ["{1. Enter Task details - Task assignee - User Selection (user email)}"],
      "name": "{1. Enter Task details - Task name - Input}",
      "html_notes": "<body>{1. Enter Task details - Task details - Input} </body>",
      "projects": ["ASANA_PROJECT_ID"],
      "start_at": "2022-07-11T00:00:00+0000",
      "workspace": "ASANA_WORKSPACE_ID"
   }
}

    • Method: POST

    • URL: https://app.asana.com/api/1.0/tasks

    • Headers: Content-type: application/json

    • Headers: Authorization: ASANA_PERSONAL_ACCESS_TOKEN

    • Headers: Accept: application/json

    • Body (an example)

  2. In the Settings, click + Add a variable.

  3. Enter the following variable values:Name: task_idValue: $.data.gid

  4. Save your changes.

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3. Update the task section

This is an optional step. In case your Asana project is organized in sections, you can add a step to move the just-created task to the correct section.

  1. Create a step in Integration > Custom integration with the following settings:

  2. In the Settings, click + Add a variable.

  3. Enter the following variable values:Name: assignee_idValue: $.data.gid

  4. Save your changes.

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4. Move a task to a specific Asana section

  1. Create a step in Integration > Custom integration with the following settings:

    { "data": { "task": "{Data reference to task_id}" } }

  2. Save your changes.