Automatically relating Asana tasks to Salesforce Opportunities using Flow

[Dejan_Milo]

Hi all,

Any Flow experts out there?

Context of my project:
I have built a flow that automatically grabs an Asana template based on the Opportunity Product(s) and creates a Project in Asana. The project is then auto-related to the opportunity and clickable within Salesforce. So far so good.

What I would like to happen from here is the first 3 tasks created within the Project be automatically Assigned To the Opportunity Owner AND be related to the Opportunity. I know I can create tasks using an Apex action (the same way I create projects), but I am already creating the tasks by creating the project.

So from Asana, can I automatically assign tasks to Salesforce users using Flow? Or do I have to create tasks using the Apex action in Flow? At which point, I have the reverse problem where I need those tasks to be related to a project.

[StefanG]

Hey - we looking for the same. Did you ever figure out how to do that?

[Hiroshi_Watanabe]

@Dejan_Milo

Hi all,

Any Flow experts out there?

Context of my project:
I have built a flow that automatically grabs an Asana template based on the Opportunity Product(s) and creates a Project in Asana. The project is then auto-related to the opportunity and clickable within Salesforce. So far so good.

What I would like to happen from here is the first 3 tasks created within the Project be automatically Assigned To the Opportunity Owner AND be related to the Opportunity. I know I can create tasks using an Apex action (the same way I create projects), but I am already creating the tasks by creating the project.

So from Asana, can I automatically assign tasks to Salesforce users using Flow? Or do I have to create tasks using the Apex action in Flow? At which point, I have the reverse problem where I need those tasks to be related to a project.

This is a pain, but I think it can be done.

In advance, you need to enter Asana user ID into the custom field of the corresponding Salesforce user.

The next thing you need to know is that Asana’s PJ-ID associated with Salesforce is stored in an object called [Asana projects Relation].

Based on the above, once the flow where PJs are automatically created runs, the following actions will be realized in the flow.

1. Activate the flow by clicking the Action button or changing the item.
2. Extract the Asana-PJ-ID associated with the current record ID from [Asana projects Relation].
3. Extracts the Asana-UserID in the custom field of the record owner user.
4. Use APEX to create a new task based on the extracted information, and add a task to the existing PJ.
5. (Please leave the tasks you want to create out of the template, as they may overlap.)

How about the above?

[Josh_Magdziarz]

@Dejan_Milo

tically assign tasks to Salesforce users using Flow? Or do I have to create tasks using the Apex action in Flow? At which point, I have the reverse proble

Effectively trying to do this as well, along with assigning the project owner in Asana. Unfortunately, I can’t figure out how to make that work via the SF flow.

[Yutaro_Uchiyama]

Hello all, I just tried this on Salesforce Flow, and was successful retrieving the target Asana project ID and creating task into it. Hope it helps! The key point is to lookup AsanaPublic__AsanaProjectId__c

Entire flow

Get Records step

Apex Action step