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
  1. In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
  2. Create or edit an action flow.
  3. Open the step sidebar.
  4. Under External actions, click Asana.
  5. Click Connect.
  6. 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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