Learn how to integrate Asana and WhatsApp Cloud API using Pabbly Connect for seamless task notifications. Follow this detailed tutorial for step-by-step instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Asana and WhatsApp Cloud API, first, access Pabbly Connect. Open your web browser and search for Pabbly Connect. You will find options to sign in or sign up for free. New users can choose to sign up and receive 100 tasks free every month.

After signing in, you will see various Pabbly applications. Click on the option to access Pabbly Connect. This is where you will create your automation workflow between Asana and WhatsApp. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, we will name our workflow in Pabbly Connect. Enter the name ‘Get WhatsApp Notification for Updated Asana Task’ and select the folder where you want to save it. Click on ‘Create’ to proceed.

  • Name your workflow clearly for easy identification.
  • Select the appropriate folder for organization.

After creating the workflow, you will see the trigger and action setup window. The trigger is the event that starts the workflow, while actions are the responses that follow. In this case, we will set Asana as the trigger application.

3. Setting Up Asana Trigger in Pabbly Connect

To set up the trigger, search for Asana in the trigger application section of Pabbly Connect. Select ‘Updated Task in a Project’ as the trigger event. This will ensure that the workflow is triggered whenever a task is updated in your Asana account.

Next, connect your Asana account by clicking on ‘Connect’. If you have previously connected Asana, you can select the existing connection. Otherwise, create a new connection and select the project you want to monitor for updates. Click on ‘Save and Send Test Request’ to proceed.

  • Select the specific project in Asana to monitor.
  • Ensure you save and send a test request to verify the connection.

After saving, perform a test update in your Asana project to confirm that Pabbly Connect captures the details correctly. This step is crucial for ensuring that the integration works seamlessly.

4. Configuring WhatsApp Action in Pabbly Connect

Now that the trigger is set, it’s time to configure the action step using WhatsApp Cloud API in Pabbly Connect. Search for WhatsApp Cloud API as your action application and select ‘Send Template Message’ as the action event.

Connect your WhatsApp Cloud API account by providing the necessary credentials like token, phone number ID, and WhatsApp business account ID. These details can be obtained from the WhatsApp setup documentation.

Ensure to use the correct token to avoid connection issues. Map the template name and recipient mobile number accurately.

Once the WhatsApp action is configured, map the dynamic fields from the Asana trigger to your WhatsApp message template. This mapping allows for real-time updates whenever a task is modified in Asana.

5. Testing the Integration for Success

After configuring both the trigger and action, it’s essential to test the integration in Pabbly Connect. Update a task in Asana as you did in the previous steps. Once updated, check if the WhatsApp message is received with the correct details.

Upon successful testing, you will receive a WhatsApp notification containing the task’s name, description, priority, due date, and status. This confirms that the integration is functioning as intended.

Perform multiple test updates to ensure reliability. Monitor the WhatsApp messages for accuracy and completeness.

By successfully completing these tests, you can confidently utilize Pabbly Connect to automate your task notifications, enhancing your project management efficiency.

Conclusion

This tutorial demonstrated how to integrate Asana and WhatsApp Cloud API using Pabbly Connect. By following these steps, you can automate notifications for updated tasks, ensuring you stay informed and manage your projects effectively.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.