Using Asana actions in action flows

<body>
<p id="docs-hc-snippet" style="display: none;">By connecting theaction builderto external systems, such as Asana, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can connect action flows to Asana to create, update, and manage projects and tasks directly within your workflows. This integration lets you add comments, followers, and organize work without leaving your support environment. Use a dedicated service account for connections and review permissions carefully to maintain security. Available actions include creating projects and tasks, updating details, adding comments or followers, and deleting tasks.</p>
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<div class="body">

<p class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Asana, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.</p>
<p class="p">Asana is a work management platform that helps teams organize, track, and manage their
work. With the Asana connector for action builder, you can create and manage tasks and
projects, add comments and followers, and organize your work directly from your Zendesk
action flows.</p>
<div class="p">
<div class="note" id="zug_action_flow_external_Asana__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows
are referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_Asana__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Asana to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Asana actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Asana to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Asana</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Asana</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow Asana's prompts to authenticate and complete the connection.<p class="p">The
Asana connection uses OAuth 2.0 with the authorization code grant type.
When you authorize the connection, you'll be redirected to Asana to
grant permissions to your Zendesk account.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> All external actions performed by an action flow
are attributed to the user who connected the external system. Therefore,
it is a best practice to use a dedicated service account rather than
personal credentials when connecting to each external
system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Asana.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Asana actions in action flows</h2>
<div class="body">
<p class="p">Asana action steps can be used to create and search files and folders.</p>
<div class="p">The following Asana actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Create project</a></li>
<li class="li"><a class="xref" href="#topic_fdn_25z_v3c">Create task</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Update project</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">Update task</a></li>
<li class="li"><a class="xref" href="#topic_zt4_3m2_cjc">Add task</a></li>
<li class="li"><a class="xref" href="#topic_px2_xn2_cjc">Add comment to
task</a></li>
<li class="li"><a class="xref" href="#topic_hph_b42_cjc">Add follower to
task</a></li>
<li class="li"><a class="xref" href="#topic_tjn_f42_cjc">Delete task</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Creating a project</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create project</em> action to create a new project in your Asana
workspace.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e231" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e233" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e231" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e233" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Workspace</code>,
<code class="ph codeph">Name</code><p class="p">Optional: <code class="ph codeph">Team</code>,
<code class="ph codeph">Notes</code>, <code class="ph codeph">Due on</code>,
<code class="ph codeph">Start on</code>, <code class="ph codeph">Default
view</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e231" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e233" style="text-align:left;vertical-align:top;">Project details including GID, name, notes, permalink
URL, workspace information, team information, and owner
information.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_fdn_25z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Creating a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create task</em> action to create a new task in Asana with the
specified details.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_fdn_25z_v3c__table_alq_bb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e315" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e317" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e315" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e317" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Workspace</code>,
<code class="ph codeph">Name</code>,
<code class="ph codeph">Project</code><p class="p">Optional:
<code class="ph codeph">Notes</code>, <code class="ph codeph">Assignee</code>,
<code class="ph codeph">Assignee status</code>,
<code class="ph codeph">Completed</code>, <code class="ph codeph">Due on</code>,
<code class="ph codeph">Start on</code>, <code class="ph codeph">Parent task
GID</code>, <code class="ph codeph">Tags</code>,
<code class="ph codeph">Follower</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e315" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e317" style="text-align:left;vertical-align:top;">Task details including GID, name, notes, completion
status, due date, permalink URL, assignee information,
workspace information, and associated projects</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Updating a project</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update project</em> action to update an existing project's
properties.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_v3p_db1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e415" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e417" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e415" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e417" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Project GID</code><p class="p">Optional:
<code class="ph codeph">Name</code>, <code class="ph codeph">Notes</code>,
<code class="ph codeph">Archived</code>, <code class="ph codeph">Due on</code>,
<code class="ph codeph">Start on</code>,
<code class="ph codeph">Owner</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e415" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e417" style="text-align:left;vertical-align:top;">Project details including GID, name, icon, archived
status, and permalink URL</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title7">Updating a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update task</em> action to update an existing task in Asana.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qq5_fb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e501" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e503" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e501" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e503" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task GID</code><p class="p">Optional:
<code class="ph codeph">Name</code>, <code class="ph codeph">Notes</code>,
<code class="ph codeph">Workspace</code>,
<code class="ph codeph">Assignee</code>, <code class="ph codeph">Assignee
status</code>, <code class="ph codeph">Completed</code>,
<code class="ph codeph">Due on</code>, <code class="ph codeph">Start on</code>,
<code class="ph codeph">Parent</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e501" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e503" style="text-align:left;vertical-align:top;">Task details including GID, name, completion status,
completion timestamp, and permalink URL</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_zt4_3m2_cjc">
<h3 class="title topictitle3" id="ariaid-title8">Adding a task to a project</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add task to project</em> action to update an existing task to a project
with optional positioning.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_zt4_3m2_cjc__table_a54_3m2_cjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e595" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e597" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e595" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e597" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task GID</code>,
<code class="ph codeph">Project</code><p class="p">Optional:
<code class="ph codeph">Workspace</code>, <code class="ph codeph">Insert
after</code>, <code class="ph codeph">Insert before</code></p>
<div class="p">
<div class="note" id="topic_zt4_3m2_cjc__note_gfy_r3f_cjc">
<span class="notetitle">Note:</span> Choose either <code class="ph codeph">Insert
after</code> or <code class="ph codeph">Insert before</code>,
not both.</div>
</div>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e595" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e597" style="text-align:left;vertical-align:top;">Success status</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_px2_xn2_cjc">
<h3 class="title topictitle3" id="ariaid-title9">Adding a comment to a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add comment to task</em> action to add a comment to an existing
task.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_px2_xn2_cjc__table_qx2_xn2_cjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e684" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e686" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e684" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e686" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task GID</code>,
<code class="ph codeph">Text</code><p class="p">Optional: <code class="ph codeph">Is
pinned</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e684" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e686" style="text-align:left;vertical-align:top;">Comment details including GID, resource type, creation
timestamp, comment type, text content, pin status, creator
information, and target task information</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_hph_b42_cjc">
<h3 class="title topictitle3" id="ariaid-title10">Adding a follower to a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add follower to task</em> action to add a follower to an existing
task.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_hph_b42_cjc__table_iph_b42_cjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e756" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e758" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e756" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e758" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task GID</code>,
<code class="ph codeph">Workspace</code>,
<code class="ph codeph">Follower</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e756" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e758" style="text-align:left;vertical-align:top;">Task GID and array of followers with their GIDs and
names</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_tjn_f42_cjc">
<h3 class="title topictitle3" id="ariaid-title11">Deleting a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Delete task</em> action to permanently delete a task from Asana.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_tjn_f42_cjc__table_ujn_f42_cjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e827" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e829" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e827" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e829" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task GID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e827" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e829" style="text-align:left;vertical-align:top;">Success status</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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