Integrating Asana with WhatsApp Notifications Using Pabbly Connect

Learn how to integrate Asana with WhatsApp for task updates using Pabbly Connect. Step-by-step guide for seamless notifications. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Asana with WhatsApp notifications, you will first need to access Pabbly Connect. Open your browser and search for ‘Pabbly.com’. From there, you can either sign in or sign up for a free account.

Once you are logged into your Pabbly Connect account, navigate to the dashboard. Here, you will find various applications offered by Pabbly. Click on ‘Access Now’ under the Pabbly Connect option to begin creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it in. For this integration, name your workflow ‘WhatsApp Notifications for Updated Asana Task’ and save it in the ‘Automations’ folder.

• Click on ‘Create’ to open the workflow window.
• Select Asana as the trigger application.
• Choose ‘Updated Task in Project’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to link your Asana account with Pabbly Connect. If you have an existing connection, you can select it; otherwise, create a new connection by logging into your Asana account.

3. Setting Up the Asana Trigger

Once your Asana account is connected, you will be asked to select the specific project you want to monitor for updates. Choose the relevant project and click on ‘Save and Send Test Request’. This step is crucial as it ensures that Pabbly Connect can capture data from Asana.

Next, you need to perform a test submission in Asana. Open your Asana account and update a task within the selected project. This could involve changing the due date or status of the task. Once the update is made, Pabbly Connect will capture the details of this task update.

• Open the task you want to update.
• Make necessary changes and save the task.
• Check back in Pabbly Connect to see if the data was captured.

After completing the update, return to Pabbly Connect to verify that the response from Asana has been successfully captured.

4. Configuring WhatsApp Action in Pabbly Connect

With the Asana trigger set up, you can now configure the action to send a WhatsApp message. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

Again, click on ‘Connect’ to link your WhatsApp account. You will need to enter your WhatsApp API token, phone number ID, and WhatsApp Business Account ID. These details can be found in your WhatsApp Cloud API setup.

Copy the API token from your WhatsApp setup. Paste the token, phone number ID, and account ID into Pabbly Connect. Save the connection to finalize the setup.

Once connected, you can select the template you created for WhatsApp messages. Make sure to map the relevant fields from the Asana task update, including task name, description, priority, due date, and status.

5. Testing and Finalizing Your Workflow

To ensure everything is working correctly, send a test request from Pabbly Connect after mapping the fields. This will simulate the process and allow you to see if the WhatsApp message is sent successfully.

Check your WhatsApp for the message containing the task update details. If the message appears as expected, your integration is successful. You can now rely on Pabbly Connect to keep you updated on task changes in Asana via WhatsApp notifications.

Make sure to update any tasks in Asana to test the workflow. Verify that the WhatsApp message received contains accurate information. If successful, consider saving and activating your workflow.

With this setup, you can efficiently manage your projects without constantly checking Asana, as Pabbly Connect will automate your notifications seamlessly.

Conclusion

Integrating Asana with WhatsApp notifications using Pabbly Connect allows for efficient task management. By following the steps outlined, you can automate updates and stay informed of critical changes effortlessly.