When a row in Excel or Google Sheets is updated, is there a way to automate it to update a field to its corresponding task in Asana?
Hi @Melissa_Rances there is API’s available which you built your own intergrations for.
Also there is tools like Zapier, Integromat and others that could achieve what you are looking for.
Thanks @Jason_Woods. I was trying to play around with Zapier, but just couldn’t figure out the correct triggers and action steps to use. Not sure if anyone has done something already. Any examples would be greatly appreciated!
Hi @Melissa_Rances, Michaela from Integromat here
I’m just stepping in to show you how you could go about doing this with Integromat .
For my testing purposes, I created a ‘Test 1’ task in Asana and a sample Google Sheets spreadsheet. My objective is to get the ‘description’ field of the Asana task updated based on the updates within the Google Sheets row.
Let’s get cracking
- Select the ‘Watch Changes’ Google Sheets module
I need to create a webhook to be monitoring the changes in my spreadsheet. It’s super easy to set up. I simply followed the instructions in this blog post.
- Add the ‘Update a Task’ Asana module
In order to configure the module, I’m going to:
- follow the steps to connect my Asana account to Integromat
- select the task I want to update with the drop-down options
- I chose to update the ‘description’ field of my Asana tasks; that’s why I’m going to map the matching element from the Google Sheet module to the ‘Notes’ section of the Asana module
Now it’s time to turn on the automation and move over to the spreadsheet to update the values.
Updated Asana task:
And tadaaa, you’re all set!
Thank you so much for your help @Michaela_S! I was making some progress, but I received this message from Google when I tried to connect Integromat with my Google Sheet. Seems like I cannot connect it as an add-on to my Sheet.
Otherwise, I think this would’ve been a great solution to what I’m trying to solve for!
Happy to help, @Melissa_Rances
It seems that this happens when you are signed in with multiple Google accounts in your web browser, so check if that’s maybe the issue.
You can check out Stack Overflow discussing this very topic here.
If that doesn’t help, you can try to set everything up again. You know, the good old ‘have you tried turning it off and on again’ sometimes works
Hi @Michaela_S! That definitely did the trick!
Now, I’m just having trouble having the automation find the corresponding tasks in Asana that need to be updated. My tasks in Asana are the First Name and Last Name of a person. The row being updated in the Google Sheet is what needs to be updated in the corresponding custom field in Asana for that person.
As you can see in my screenshot, I tried entering the Task ID as how it’s mapped out on the Google Sheet, but I’m probably missing something. I’m not sure if I have to enter in a formula of some sort or perhaps a step in between.
But I do need the automation to update multiple tasks at the same time, not just one task, based on the rows that have been updated on the Google Sheet. Hope that makes sense!
Thanks again so much for your help! I greatly appreciate it!
So in my testing scenario, I chose to ‘Select’ the task rather than ‘Enter manually’ in the module
The module then gives you a system of drop-down options to select the task you want to update.
If you wanted to work with the Task ID, it would be best to add a ‘List Tasks’ Asana module to the scenario. I don’t want to overwhelm you with information and screenshots but if you were interested to see how to do this as well, I’ll be happy to share it with you
I don’t mind at all! I would need the automation to look through all the tasks in Asana to see if it matches with any of the rows in the Google sheet and then updated the corresponding tasks in Asana.
If you don’t mind sharing the screenshots, I’d greatly appreciate it! Thanks again!!
@Melissa_Rances sure thing
So the first module stays the same - Google Sheets.
You ten add a ‘List tasks’ Asana module so that you can find the task you actually want to update. And then, in the last ‘Update a Task’ module, the update itself happens.
To set up your ‘List Tasks’ module, you:
- add your Asana connection
- filter the type of tasks you want to list (where they are located, when they’ve been completed, etc.) and set the maximum number of tasks you want to return during one run of the scenario
Then you move on to the ‘Update a Task’ module. To get the ‘Task ID’, you click to the empty field and map the ID in from the previous ‘List Tasks’ module
Hmmmm … so I followed all your steps and I’m trying to run the scenario to test it, but it has been 20 minutes now and I can’t get past the first module. Could it possibly because there is too much data on my Google Sheet? I have 300+ rows there.
The scenario is now waiting for the updates to be happening in your Google Sheet. Once the row is updated, Integromat’s gonna see that and send the information to your Asana modules.
If the automation is still not working the way you want it to, feel free to share the link here and I can look into it and see if I can help