How to Send Slack Notifications When Asana Task is Completed Using Pabbly Connect

Learn how to send Slack notifications when an Asana task is completed using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send a Slack notification when an Asana task is completed, you first need to access Pabbly Connect. This powerful tool allows you to automate tasks without coding. Visit the Pabbly Connect homepage at Pabbly.com/connect and log in or create a free account.

Once logged in, you can explore various applications. For this integration, we will specifically use the Pabbly Connect platform to link Asana and Slack. After setting up your account, you can start creating workflows that connect these applications seamlessly.

2. Creating a Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the ‘Create Workflow’ button. A dialog box will prompt you to name your workflow. For this tutorial, name it ‘Send Slack Notification When Asana Task is Completed’. This name reflects the goal of your automation.

Next, select a folder to save your workflow. Choose the folder where you want to organize your automation. After naming and selecting the folder, click on ‘Create’. This action will open two windows: one for the trigger application and one for the action application.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder for organization.

Now, you are ready to set the trigger and action for your workflow using Pabbly Connect. This step is crucial for automating the process of sending notifications.

3. Setting Up the Trigger with Asana

In the trigger application window, select Asana as your trigger application. The trigger event will be set to ‘Update Task in Project’. This means that whenever a task is updated in Asana, it will trigger the workflow.

Next, click on ‘Connect’ and select ‘Add New Connection’ to link your Asana account with Pabbly Connect. After a successful connection, you will be prompted to select the specific project from which you want to receive updates. Choose the project relevant to your tasks.

• Select Asana as the trigger application.
• Set the trigger event to ‘Update Task in Project’.
• Connect your Asana account.
• Choose the relevant project for updates.

After selecting your project, click on ‘Save and Send Test Request’. This will capture the response from Asana when a task is marked as completed, allowing Pabbly Connect to proceed with the workflow.

4. Adding a Filter Action in Pabbly Connect

To ensure notifications are only sent for completed tasks, you will need to add a filter action in Pabbly Connect. Select ‘Filter’ as your action application. This feature allows you to define conditions for when the workflow should proceed.

Set the condition to check if the task status equals ‘Completed’. This step is crucial because it ensures that notifications are sent only for tasks that have been completed. Click on ‘Save and Send Test Request’ to verify that the condition is true.

Select ‘Filter’ as the action application. Set the condition to check for ‘Completed’ status. Click on ‘Save and Send Test Request’ to verify the condition.

Once the filter is set and verified, you can proceed to the next step, which is setting up the action to send notifications via Slack.

5. Sending Notifications via Slack

In the action application window, select Slack as your action application. The action event will be set to ‘Send Channel Message’. This means that when a task is completed in Asana, a message will be sent to your chosen Slack channel.

Connect your Slack account by selecting ‘Add New Connection’. Choose the token type as ‘Bot’ to enable sending messages. After successfully connecting, select the channel where you want the notifications to be sent. Customize the message to include the task name and due date, ensuring it reflects the completed task accurately.

Select Slack as the action application. Set the action event to ‘Send Channel Message’. Connect your Slack account and choose the Bot token type. Select the channel for notifications and customize your message.

After customizing your message, click on ‘Save and Send Test Request’. This will send a test notification to your Slack channel, confirming that the workflow is functioning as intended. Now, you have successfully set up your automation using Pabbly Connect.

Conclusion

In this tutorial, you learned how to send Slack notifications when an Asana task is completed using Pabbly Connect. By following the steps outlined, you can automate the notification process, ensuring that your team stays informed about task completions efficiently. Pabbly Connect simplifies this integration, making it easy to connect various applications seamlessly.