Need Help with Asana and Pipedrive Integration for Comments and Attachments

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Hi everyone,

We’re looking to integrate Asana comments and attachments with specific deals in Pipedrive based on a unique number in the Asana project name.

We tried using Zapier, but it requires creating a new Zap for each new task, as Zapier only triggers on specific projects and tasks. With thousands of projects and tasks created every day, this approach isn’t practical for us.

Is there a way to set up a single automation that can trigger for any task in a project and send details of comments/attachments that can then be managed and pushed to Pipedrive?

If anyone has faced a similar situation and found a solution, I’d appreciate your insights!

Thank you in advance.

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Hi @David-Chan this is doable using webhooks.

You need 2 zaps,

  • One that triggers after a webhook (A) and listens to new attachments
  • One that triggers with new projects, subscribes to new webhooks and points them to webhook A

We are a Zapier agency and we can help you implement this. Let me know if interested.

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Hi @Andrés_at_Connex

I really appreciate your time to comment and share your insights.

I’ve tried using webhooks and can retrieve the task ID, which might allow me to capture comments using Zapier. Hopefully with the attachments too.

However, setting up a webhook rule requires configuration for each project. I also considered setting a rule in a project template, but when I tested it, there was no option to add a webhook rule in the template (perhaps due to my trial Asana account?).

I’m interested in your insights on setting up webhooks in Asana, as I may have missed something. I’ve also booked time on your calendar—looking forward to our conversation!

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David, as discussed on Zoom, here’s my suggestion:

Asana Setup Overview

Asana offers a feature called Rules, which provides basic automations. For example, whenever there’s a new comment or attachment in Asana, a Rule can send a notification to a webhook—in this case, a Zapier webhook.

Current Setup

Each project in Asana needs a Rule configured to work with the workflow you want.

Currently, this Rule setup process is manual. THIS is the part I’m suggesting to automate.

Workflows

Workflow #1 – You already Implemented this workflow
Trigger: A Zapier webhook listens for new comments and attachments from Asana.
Actions: Send comment/attachment to Pipedrive.

Workflow #2 – I’m suggesting to implement this part
Trigger: When a new project is created in Asana.
Action: Automatically create a “Rule” for that project, pointing to Workflow #1.