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 included for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Create Asana Tasks from Salesforce

To create an Asana task from a Salesforce task, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button for Pabbly Connect to start the integration process. This platform will allow you to automate the task creation seamlessly between Salesforce and Asana.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the first step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.

• Enter a name for your workflow, such as ‘Create Asana Task from Salesforce Task’.
• Select a folder to save your workflow, for example, ‘Asana Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result.

3. Setting Up the Trigger in Pabbly Connect

To set up the trigger in Pabbly Connect, click on the arrow in the Trigger section. Select ‘Salesforce’ as your trigger application. Next, choose the trigger event, which will be ‘New Task’.

After selecting the trigger event, click on the ‘Connect’ button to link Salesforce with Pabbly Connect. A new window will appear where you can add a new connection. If you have an existing connection, you can select that option instead.

• Click on ‘Connect with Salesforce’ and allow access when prompted.
• After successful authorization, click on ‘Save’ and then send a test request to ensure everything is working correctly.

Once the test response is captured, you can proceed to create a task in Salesforce to verify that Pabbly Connect captures the new task correctly.

4. Setting Up the Action in Pabbly Connect

With the trigger set, the next step is to configure the action in Pabbly Connect. Click on the arrow in the Action section and select ‘Asana’ as your action application. Choose the action event, which is ‘Create Task’.

Click on the ‘Connect’ button to link Asana with Pabbly Connect. Similar to the trigger setup, you will need to add a new connection if you don’t have an existing one. Once authorized, fill in the required fields such as Workspace and Project ID.

Map the task name from the Salesforce trigger response to the Asana task name field. For the due date, ensure it is formatted correctly in UTC. Leave optional fields like notes and followers blank if not needed.

Once all fields are filled, click on ‘Save’ and send a test request to check if the task is created in Asana as expected.

5. Verifying Integration Success with Pabbly Connect

After setting up both the trigger and action in Pabbly Connect, it’s time to verify that the integration works. Create a new task in Salesforce and check if it appears in your Asana project.

Open your Asana account and navigate to the designated project to confirm that the new task has been created with the correct details. If everything is set up correctly, you should see the task reflecting the information from Salesforce.

This successful integration means that every time a new task is added in Salesforce, it will automatically create a corresponding task in Asana through Pabbly Connect. If you want to adjust the polling time for Salesforce data, you can reach out to the Pabbly Forum for assistance.

Conclusion

In this tutorial, we learned how to automate task creation in Asana from Salesforce using Pabbly Connect. By following the steps outlined, you can ensure that your tasks sync seamlessly between both platforms, enhancing productivity and workflow efficiency.