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 outbound emails and workflow steps using Asana task information
• Use Asana task fields in workflow logic
• Automate retrieving and updating Asana tasks directly from workflow data
• Reduce manual task updates and maintenance
• Keep Asana tasks synchronized with respondent or operational data collected in Alchemer
• Create new tasks in Asana triggered by workflow events

What can the Alchemer Asana integration do?

• Get task data
• Update task
• Create task

You will need

• Asana OAuth authentication (sign in with your Asana account)
• An Alchemer plan that includes integrations and the Integration Manager permission enabled.
  • Contact us if you are unsure if your plan includes integrations.

Setup Alchemer Asana integration in workflow

Asana | Get Task

You will need:

• Asana login credentials
• A workflow field containing a unique identifier for an Asana task

Configure the action

1. Open your workflow in Workflow builder.
2. On the right side, drag and drop the Asana connection where you want the action to trigger.
3. In the connection box, click the pencil icon in the top‑right corner.
4. Select Asana | Get Task.
5. Asana | Authentication: Select an existing authentication or create a new one.
6. Asana | Choose Workspace: Select the workspace from the dropdown that contains the task you want to get.    
7. Asana | Find Task: Select the Alchemer field containing the unique task 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. 
8. Asana | Get data back: Select the Asana task fields you want returned (e.g., name, notes, due_on, assignee, completed).
9. 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 login credentials
• A workflow field containing a unique identifier for an Asana task

Configure the action

1. Open your workflow in Workflow builder.
2. Drag and drop the Asana connection where you want the action to run.
3. Click the pencil icon in the connection box.
4. Select Asana | Update Task.
5. Asana | Authentication: Select an existing authentication or create a new one.
6. Asana | Choose Workspace: Select the workspace from the dropdown that contains the task you want to update.    
7. Asana | Find Task: Select the Alchemer field containing the unique task identifier (i.e. gid) for the task you want to update.
   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. 
8. Asana | Update Task: Map Alchemer fields to Asana task fields you want to update. 
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: Task was successfully updated
• 400: The Asana API returned an error

Asana | Create Task

You will need:

• Asana login credentials
• A workflow field containing a unique identifier for an Asana task

Configure the action

1. Open your workflow in Workflow builder.
2. Drag and drop the Asana connection into the workflow.
3. Click the pencil icon on the connection.
4. Select Asana | Create Task.
5. Asana | Authentication: Sign in or select an existing Asana OAuth authentication.
6. Asana | Choose Workspace: Select the workspace from the dropdown that you want to create the task in.  
7. 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.
8. Asana | Get data back: Select metadata (message, status code) fields to return. These help with debugging your integration.
9. 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

• Trigger the workflow and monitor individual runs in the Monitor tab.
  • Click into individual workflow runs to see input/output metadata.
• Confirm the expected retrieval, update, or creation occurs in Asana.
• Use metadata values returned to verify success or help debug issues.

How to verify results

• Check the impacted Asana task directly in the Asana interface.
• Ensure all retrieved or updated values match workflow expectations.

Monitoring Integration Activity

Where to find logs

• Go to Results → Monitor.
• Select the integration step you want to inspect.

What logs display

• Input/Output

Troubleshooting

Authentication issues

• Incorrect or expired OAuth session
• User lacks permission to access or modify the Asana task

Lookup failures

• Invalid or missing unique task identifier
• No matching task found in Asana

Mapping errors

• Invalid field types (e.g., wrong date format)

FAQs