Using Asana actions in action flows


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.


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Summary: ◀▼
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.




By connecting the action builder 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.
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.


Note: The steps associated with external systems in action flows
are referred to collectively as external actions.

This article contains the following topics:
Connecting Asana to action builder
Using Asana actions in action flows




Connecting Asana to action builder

Before you can include external actions in your action flows, you must connect the
action builder to the external system.
When connecting to external systems for use in action flows, the following best practices are recommended:
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.
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.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.



To connect action builder to Asana
In Admin Center, click
Apps and integrations in the sidebar, then select Actions > Action
flows.

Create or edit an action flow.
Open the step sidebar.
Under External actions, click Asana.
Click Connect.
Follow Asana's prompts to authenticate and complete the connection. 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.

Note: 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.



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.



Using Asana actions in action flows

Asana action steps can be used to create and search files and folders.
The following Asana actions are available:
Create project
Create task
Update project
Update task
Add task
Add comment to
task
Add follower to
task
Delete task




Creating a project

Use the Create project action to create a new project in your Asana
workspace.
This action has the following inputs and outputs:










Variables




Inputs
Required: Workspace,
Name Optional: Team,
Notes, Due on,
Start on, Default
view



Output
Project details including GID, name, notes, permalink
URL, workspace information, team information, and owner
information.








Creating a task

Use the Create task action to create a new task in Asana with the
specified details.
This action has the following inputs and outputs:










Variables




Inputs
Required: Workspace,
Name,
Project Optional:
Notes, Assignee,
Assignee status,
Completed, Due on,
Start on, Parent task
GID, Tags,
Follower



Output
Task details including GID, name, notes, completion
status, due date, permalink URL, assignee information,
workspace information, and associated projects








Updating a project

Use the Update project action to update an existing project's
properties.
This action has the following inputs and outputs:










Variables




Inputs
Required: Project GID Optional:
Name, Notes,
Archived, Due on,
Start on,
Owner



Output
Project details including GID, name, icon, archived
status, and permalink URL








Updating a task

Use the Update task action to update an existing task in Asana.
This action has the following inputs and outputs:










Variables




Inputs
Required: Task GID Optional:
Name, Notes,
Workspace,
Assignee, Assignee
status, Completed,
Due on, Start on,
Parent



Output
Task details including GID, name, completion status,
completion timestamp, and permalink URL








Adding a task to a project

Use the Add task to project action to update an existing task to a project
with optional positioning.
This action has the following inputs and outputs:










Variables




Inputs
Required: Task GID,
Project Optional:
Workspace, Insert
after, Insert before


Note: Choose either Insert
after or Insert before,
not both.




Output
Success status








Adding a comment to a task

Use the Add comment to task action to add a comment to an existing
task.
This action has the following inputs and outputs:










Variables




Inputs
Required: Task GID,
Text Optional: Is
pinned



Output
Comment details including GID, resource type, creation
timestamp, comment type, text content, pin status, creator
information, and target task information








Adding a follower to a task

Use the Add follower to task action to add a follower to an existing
task.
This action has the following inputs and outputs:










Variables




Inputs
Required: Task GID,
Workspace,
Follower



Output
Task GID and array of followers with their GIDs and
names








Deleting a task

Use the Delete task action to permanently delete a task from Asana.
This action has the following inputs and outputs:










Variables




Inputs
Required: Task GID



Output
Success status








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