How to Create Asana Task from Salesforce Task Using Pabbly Connect

Learn how to automate task creation in Asana from Salesforce using Pabbly Connect. Step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To create an Asana task from a Salesforce task, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website, where you can either sign in or create a new account.

If you are a new user, you can sign up for free and get 100 free tasks every month. Once signed in, you will see the Pabbly dashboard, where you can access various Pabbly applications.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Create Asana Task from Salesforce Task’.
• Select an appropriate folder for saving this workflow.

Once you have named your workflow and selected the folder, click on the ‘Create’ button. You will now see two windows: one for the trigger and another for the action, which are essential for your automation process.

3. Set Up Trigger with Salesforce

In this step, you will set up the trigger in Pabbly Connect. Click on the arrow in the trigger window and select Salesforce as your trigger application.

Then, choose the trigger event as ‘New Task’. This event ensures that every time a new task is created in Salesforce, Pabbly Connect captures the response. Click on ‘Connect’ to establish the connection with Salesforce.

• Click on ‘Add New Connection’ if you do not have an existing connection.
• Authorize the connection by clicking on ‘Allow’.

After successfully connecting Salesforce, click on ‘Save’ and send a test request to ensure that Pabbly Connect captures the new task response.

4. Set Up Action with Asana

Now it’s time to set up the action step in Pabbly Connect. Click on the arrow in the action window and select Asana as your action application.

Choose the action event as ‘Create Task’. This action will ensure that whenever a new task is created in Salesforce, a corresponding task is also created in Asana. Click on ‘Connect’ to link Asana with Pabbly Connect.

Click on ‘Add New Connection’ if you do not have an existing connection. Select your workspace and project ID in Asana where the task should be created.

Map the necessary data from the Salesforce task for the task name and due date. After configuring these settings, click on ‘Save’ and send a test request to check if the task appears in Asana.

5. Test the Integration

To verify that the integration between Salesforce and Asana is working, create a new task in your Salesforce account. For instance, name the task ‘P Automations’ and set a due date.

Once you create the task, return to Pabbly Connect and check if the new task response has been captured successfully. If everything is set up correctly, you will see the task information reflected in Pabbly Connect.

Open your Asana account to check if the new task has been created under the specified project. Ensure all details such as task name and due date match what you created in Salesforce.

This confirms that you have successfully integrated Salesforce and Asana using Pabbly Connect.

Conclusion

In this tutorial, we explored how to create an Asana task from a Salesforce task using Pabbly Connect. By setting up a trigger in Salesforce and an action in Asana, you can automate your task management efficiently. This integration streamlines your workflow and enhances productivity.