The Asana automation bible: all the triggers and actions from Asana, Zapier, Flowsana, Make.com (OUTDATED)

:rotating_light:This post is not maintained anymore, it was requiring too much time and energy from my team and I. If anyone wants to take cover, let me know. Last update: November 2024.


Once you are convinced that automation is a game-changer, you need to get your hands dirty and start building your first scenarios. And pretty quickly, you realize that all your dreams can’t become true with a single tool. In order to cover many cases, you might need to combine Asana, Zapier & Flowsana.

For any question regarding Flowsana, @Phil_Seeman is very active on the forum and can help. If you want to do the same work for other tools like Workato or Tray, please don’t hesitate!

Unlike Flowsana, Zapier-Integromat have triggers and actions in other tools as well. They can also do virtually anything because they can use the Asana API.

:rotating_light: My team at iDO released an Asana native action called “Outgoing web request”, in addition to Asana releasing an “Incoming Web Request” trigger. It means you can have an automation start in Zapier and finish in Asana, or start in Asana and finish in Zapier (& co). You can find our action in the “External” tab of the action view in the Rule editor!

The first table is a list of triggers, the second table is a list of actions. To help reading the table, I used emojis for each app and tier. :star:for Asana Premium, :dizzy: for Asana Business, :telescope: for Zapier, :rocket: for Flowsana, :space_invader: for Make.com. Feel free to share any missing info or mistake, let’s make this table a trustworthy reference!

Trigger Asana Starter & above Asana Advanced & above Zapier Flowsana Make.com
All subtasks marked complete :dizzy:
All subtasks marked incomplete :dizzy:
Approval completed :dizzy:
Attachment added to task :dizzy: :telescope:
Comment added :dizzy: :telescope: :space_invader:
Completed subtask :telescope:
Custom field changed, dropdown list fields (single-select, multi-select), date, people fields :star: :dizzy: :rocket:
Custom field changed, text and number fields :rocket:
Due date approaching or past due by a certain amount, changes at midnight :dizzy: :rocket:
Due date approaching or past due by a certain amount, changes immediately :rocket:
Due date changed :dizzy: ? :rocket: ?
Due date is before or after a specific calendar date :dizzy:
Due date set or cleared :dizzy: :rocket:
New activity (story) :telescope:
New project :telescope: :space_invader:
New subtask :telescope:
New tag :telescope: :space_invader:
New team :telescope:
New user :telescope:
New webhook event :space_invader:
New workspace/organisation :telescope:
Start date approaching or past due by a certain amount, changes at midnight :star: :rocket:
Start date approaching or past due by a certain amount, changes immediately :rocket:
Start date changed :star: :dizzy: ? :rocket: ?
Start date is before or after a specific calendar date :dizzy:
Start date set or cleared :dizzy: :rocket:
Subtask assigned to parent’s assignee :rocket:
Tag added to task :telescope: :rocket:
Tag removed from task :rocket:
Task added to another project :rocket:
Task added to project :dizzy: :telescope: :rocket: :space_invader:
Task assigned (based on custom field) :rocket:
Task assigned (to any user) :rocket:
Task assigned to a certain user :dizzy: :rocket:
Task changed to incomplete :rocket:
Task description contains certain words or text :rocket:
Task is a new form submission :dizzy: :rocket:
Task is not a new form submission :rocket:
Task is no longer blocked :dizzy:
Task marked as a Milestone :rocket:
Task marked complete :star: :dizzy: :telescope: :rocket:
Task moved out of a certain section :rocket:
Task moved to a certain section :star: :dizzy: :telescope: :rocket:
Task name contains certain words or text :rocket:
Task scheduled on time off or holiday :rocket:
Task unassigned :rocket:
Updated task in project :telescope:
Action Asana Starter & above Asana Advanced & above Zapier Flowsana Make.com
Add a comment :dizzy: :telescope: :rocket: :space_invader:
Add/Remove collaborators :dizzy:
Add option to dropdown custom field :space_invader:
Add subtasks from a template :rocket:
Add tag :telescope: :rocket:
Add task to another project :dizzy: :telescope: :rocket: :space_invader:
Add tasks from a template :telescope: :rocket:
Add user to a team :space_invader:
App Extensions (BETA) :telescope:
Archive task’s project :rocket:
Assign subtask to parent’s assignee :rocket:
Assign task :dizzy: :telescope: :rocket: :space_invader:
Assign task (based on a custom field) :rocket:
Attach file :telescope: :space_invader:
Change task to incomplete :dizzy: :telescope: :rocket: :space_invader:
Complete task :star: :dizzy: :telescope: :rocket: :space_invader:
Convert to project from task :dizzy:
Create a custom field :space_invader:
Create a new project from a template :telescope: :rocket:
Create a project section :telescope: :space_invader:
Create a project status :space_invader:
Create a project tag :space_invader:
Create approvals :dizzy:
Create project :telescope: :space_invader:
Create subtask :dizzy: :telescope: :rocket: :space_invader:
Create task :dizzy: :telescope: :rocket: :space_invader:
Delete a comment :space_invader:
Delete a Custom Field :space_invader:
Delete a Project :space_invader:
Delete a Project Section :space_invader:
Delete a Project Status :space_invader:
Delete a Task :space_invader:
Delete an Attachment :space_invader:
Duplicate a project :space_invader:
Duplicate a task :telescope: :space_invader:
Find project :telescope:
Find section :telescope:
Find task :telescope:
Find user :telescope:
Like/Unlike a task :space_invader:
Make an API call :telescope: :space_invader:
Move a Project Section :space_invader:
Move task to a certain section :star: :dizzy: :telescope: :rocket:
Move task to another project :dizzy: :rocket:
Move task’s project to another team :rocket:
Remove a task from project :dizzy: :space_invader:
Remove a User From a Team :space_invader:
Remove tag :rocket:
Send an email :rocket:
Set due date :dizzy: :telescope: :rocket: :space_invader:
Set or modify task’s name to a certain value :dizzy: :telescope: :rocket: :space_invader:
Set task as an Approval task :dizzy: :rocket:
Unassign task :dizzy: :rocket: :space_invader:
Update a Custom Field :space_invader:
Update a section name :space_invader:
Update custom field, dropdown list fields :star: :dizzy: :telescope: :rocket:
Update custom field, text, number, date, multi-select, people fields :dizzy: :telescope: :rocket:
Update date custom field relative to another date field :rocket:
Update description :dizzy: :telescope: :space_invader:
Update task :telescope: :space_invader:

:star: Special thanks to @Michaela_S, Ken Burnstein and @abass for helping out with Integromat.

:star: Also a special thanks to Matteo for taking care of the Automate column. He is a project manager and Asana Certified Pro specializing in optimization and workflows. Don’t hesitate to contact him! His mantra: Better process = Less time on Zoom!

55 Likes

@Phil_Seeman would you be kind enough to proof-read the part about Flowsana and tell me if I made any mistake?
Anyone interested to do the same for Workato or Tray?!

3 Likes

I can’t express how valuable this post is. Can I nominate it for Post of the Year? @Bastien_Siebman you’ve done it again!

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I was so happy to have the idea :slight_smile: that being said, Phil was halfway there, he has a Flowsana-Asana comparison in his documentation!

2 Likes

I thought it was a given that @Phil_Seeman is the man!

For those that haven’t checked out Flowsana, don’t live under a rock like I did
 let this be your “trigger” to take “action”
 :wink:

6 Likes

@Bastien_Siebman this is an incredible resource :pray:t3: Thank you so much for putting it together!!!

3 Likes

Thanks for the amazing post, @Bastien_Siebman!

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Thanks so much, Jerod, for the endorsement and mostly for the brilliant pun!

I do have a few updates for you; I’ll send them to you via PM.

2 Likes

The list has been updated after Phil great help!!! Thank you Phil :heart:

3 Likes

Thanks so much @Bastien_Siebman - very helpful

1 Like

Good news: I got my hands on the Integromat list of features, and Tray themselves want to help completing the list :heart:

3 Likes

This is amazing! Thanks for sharing!

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What is this exactly? I see you mention “:building_construction: Integromat is a work in progress” so I’m assuming it is something specific to their product. I’m not ruling out the possibility that it is something in Asana that has been hiding under some magical rock :wink:

@Bastien_Siebman you list “Add collaborators” twice in the actions. The second seeming unnecessary because first covers all solutions where this action applies.

I wonder which solution is going to allow for the advanced action of Convert to Project??? :thinking: :thinking: :thinking:

1 Like

Oh, yeah, that’s probably confusing. A “story” is the Asana technical name for a what end users would know as a comment on a task. Technically stories also include the automatic notes that appear in the comment section, like “Changed due date to 3/5/21”; but the best way to think of this automation capability is as “New task comment”.

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Great post @Bastien_Siebman Thanks for taking the time to put it together!

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Thanks to Matteo the list became even more awesome with Automate.io column! :heart_eyes:

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Thanks, @Bastien_Siebman and @anon44708381!

Larry

1 Like