Overview

Asana is a work management platform used by organizations to plan, track, and manage projects and tasks. It provides teams with tools to organize workflows, assign work, monitor progress, and collaborate effectively.

Common uses for the Alchemer Asana integration

• Personalize invites and surveys using task details from Asana
• Automatically update Asana tasks when a response is submitted
• Create new Asana tasks from survey data
• Reduce manual data entry and workflow handoff
• Keep Asana tasks synchronized with key survey-driven updates

What can the Alchemer Asana integration do?

• Get task
• Update task
• Create task

You will need

• Asana API access and a Personal Access Token (PAT)
• An Alchemer plan that includes integrations with the Integration Manager permission enabled.
  • Contact us if you are unsure if your plan includes integrations.

Setup Alchemer Asana integration in surveys

Asana | Get Task

You will need:

• Asana API credentials: Personal Access Token
• A survey field containing a unique identifier for an Asana task

Configure the action

1. Open your survey in Survey Builder.
2. Select Add New: Action.
3. In the Add Action modal, scroll to the Your Integrations section.
4. Select Asana.
5. Select Asana | Get Task.
6. Asana | Authentication: Select an existing authentication or create a new one.
7. Asana | Choose Workspace: Select the workspace from the dropdown that contains the task you are searching for.
8. Asana | Find Task: Select the Alchemer field that contains task unique identifier (i.e. gid).
   1. Note: Asana’s search endpoint uses the text parameter to perform a keyword search across task fields, including the name and notes. To look up a task by its name in Alchemer, you must map your lookup value to 'Asana | text'. Be sure to review Asana’s API documentation for required formats and supported query parameters. 
9. Asana | Get data back: Select the Asana task fields you want returned (e.g., name, notes, assignee, due_date). These values can personalize survey questions or drive logic.
10. Save the action.

Status codes

• 200: A task was successfully found
• 202: Multiple matches were found (first returned is used)
• 400: Error returned by Asana API or failed to find a matching task

Asana | Update Task

You will need:

• Asana API credentials: Personal Access Token    
• A survey field containing a unique identifier for an Asana task you want to update

Configure the action

1. Open your survey in Survey Builder.    
2. Select Add New: Action.    
3. In the Add Action modal, scroll to the Your Integrations section.    
4. Select Asana.    
5. Select Asana | Get Task.    
6. Asana | Authentication: Select an existing authentication or create a new one.
7. Asana | Choose Workspace: Select the workspace from the dropdown that contains the task you want to update.    
8. Asana | Find Task: Select the Alchemer field that contains task unique identifier (i.e. gid).
   1. Note: Asana’s search endpoint uses the text parameter to perform a keyword search across task fields, including the name and notes. To look up a task by its name in Alchemer, you must map your lookup value to 'Asana | text'. Be sure to review Asana’s API documentation for required formats and supported query parameters.
9. Asana | Update Task: Map Alchemer fields to Asana task fields you want to update. 
10. Asana | Get data back: Select metadata fields and/or Asana fields to get back. Metadata fields (message, status code) help with debugging integrations.
11. Save the action.

Status codes

• 200: A single task was successfully updated 
• 202: More than one task was found. The first task is updated. 
• 400: The external integration returned an error or task wasn't found

Asana | Create Task

You will need:

• Asana API credentials
• Survey fields containing task creation data (project ID, name, notes, assignee, etc.)

Configure the action

1. Open your survey in Survey Builder.    
2. Select Add New: Action.    
3. In the Add Action modal, scroll to the Your Integrations section.    
4. Select Asana.    
5. Select Asana | Get Task.    
6. Asana | Authentication: Select an existing authentication or create a new one.
7. Asana | Choose Workspace: Select the workspace from the dropdown that contains the task you want to update.    
8. Asana | Create Task: Choose survey fields used to create a task. Any fields without input will have default values.
   1. Note: Please reference Asana's API documentation for creating a task to ensure body parameter inputs match required Asana formatting.
9. Asana | Get data back: Select metadata (message, status code) fields to return. These help with debugging your integration.
10. Save the action.

Status codes

• 200: Successfully created Asana task
• 400: The Asana API returned an error

Testing and Troubleshooting

Testing and Validation

How to test

• Submit a survey response with data that triggers the integration action.
• Confirm the expected task activity in Asana (created, updated, or retrieved).
• Use returned metadata message to validate successful behavior.

How to verify results

• Inspect the affected Asana task.
• Ensure all retrieved or updated values match expectations.

Monitoring Integration Activity

Where to find logs

• Go to Results → Individual Responses.
• Select the response you want to inspect.
• Open the Action Log tab.

What logs display

• Success or failure status
• Timestamp
• Input and output values
• Returned status codes from Asana

Troubleshooting

Authentication issues

• Incorrect or expired Asana Personal Access Token

Lookup failures

• Invalid task gid
• No matching task found

Mapping errors

• Incorrect formatting (e.g., dates must be YYYY-MM-DD)

FAQs

What permissions do I need?
Integration Manager in Alchemer and API access in Asana.

When does the integration run?
In real time when a survey response is submitted.

Can I use multiple Asana actions in one survey?
Yes. Actions can run independently or in sequence.

Why isn’t my data updating?
Check the Action Log for lookup issues, mapping mismatches, or API errors.

What if I need additional functionality?
Contact Alchemer Support for enhancement requests.