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

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 Premium Asana Business & Enterprise Zapier Flowsana Make.com
Approval completed :dizzy:
Attachment added to task :dizzy: :telescope:
Comment added :dizzy: :telescope: :space_invader:
Custom field changed, dropdown list fields (single-select, multi-select, date, people, text and number) :star: :dizzy: :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 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 :rocket:
Start date approaching or past due by a certain amount, changes immediately :rocket:
Subtask marked complete :dizzy:
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 (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 due date added or updated :dizzy:
Task is 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: :rocket:
Task name contains certain words or text :rocket:
Task unassigned :rocket:
Task updated
Updated task in project :telescope:
Action Asana Premium Asana Business Zapier Flowsana Integromat
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 :rocket:
Add user to a team :space_invader:
App Extensions (BETA) :telescope:
Archive task’s project :rocket:
Assign task :dizzy: :telescope: :rocket: :space_invader:
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 aprovals :dizzy:
Create project :telescope: :space_invader:
Create subtask :dizzy: :telescope: :space_invader:
Create task :dizzy: :telescope: :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: :rocket: :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:
Search subtask
Search tag
Send an email notification to certain users :rocket:
Set custom field, dropdown list fields on new task :telescope: :rocket:
Set custom field, text and number fields on new task :telescope: :rocket:
Set due date :dizzy: :telescope: :space_invader:
Set or modify task’s name to a certain value :telescope: :rocket: :space_invader:
Set task as an Approval task :dizzy: :rocket:
Set task title to :dizzy:
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: :rocket:
Update custom field, text and number fields :rocket:
Update description :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!

:rotating_light:Important note: this list might not be always up-to-date and checking each tool documentation is probably a good idea!

51 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?!

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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!

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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:

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

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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.

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

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Thanks so much @Bastien_Siebman - very helpful

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

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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:

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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

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