Syncing tasks between Asana and Process Street can help you to keep both platforms up-to-date when you mark tasks complete in one of them. With Zapier, you can mark tasks as completed in your Process Street workflow runs as soon as they’re finished in Asana, improving your team productivity and reducing duplicate work.
Users: To sync tasks, you must be an Admin or a Member with permission to Edit workflows.
For example, by syncing your Process Street tasks, you can automatically update them when you do any of the following actions in Asana:
You can check the complete list of Asana’s triggers in Zapier.
To sync your tasks, first, you need to create a workflow with some form fields.
If this is your first workflow, follow the detailed steps here to create your workflow. If you have an existing workflow that you want to work with, you can do that too.
Log in to your Asana account or create one. Go to the project you want to use for this integration and ensure you have a few tasks created.
If this is your first project, refer to Asana’s guide on creating a project.
To sync your tasks between Process Street and Asana, you need to create a zap that will automatically complete tasks in your Process Street workflow runs when you update tasks in Asana.
Log in to your Zapier account or create a new one.
Click the + Create button and click Create zap. Select the Trigger as Asana and select Action as Process Street, as shown below.
Once you’ve selected Asana as your Trigger, select the Event as Updated Task. You can also go through the remaining options and choose what suits you best.
Proceed to connect your Asana account with Zapier. You can learn how to do that here.
Then select your Workspace and Project, as shown below.
To ensure you have connected the right account and chosen the right project, test your connection. For your test to return successful, you must have at least one task in your project that you have added or updated recently.
Before we set up the action of updating a task in a workflow run, we need to first find the related workflow run.
To do this, once you select the Action as Process Street, select the Event as Find Workflow Run in Process Street.
Connect your Process Street account with Zapier using an API key. You can learn how to do that here.
Then select the workflow you want to update. To ensure you find a workflow run relevant to the task you want to update, select the workflow run name using the task name in Asana, as shown below.
Then test your step. To make sure your test returns successful, you must have at least one active workflow run for that workflow, preferably with the same name as you selected.
To set up the action of updating a task in the workflow run you just found in your zap, click the + button below this step to add another action. Select Process Street as the App and select Update Task as the Event.
To connect your Process Street account, select the same one you connected in the previous step and then select the workflow you selected in the previous step.
For the workflow run, look for ID from the previous action where you found an active workflow run. Then select the task that you want to update and select the task status as Completed, as shown below.
Test your step to ensure the task you selected is marked as complete. For your test to return as successful, the task you want to update via Zapier must be actionable. This means it should not be blocked by an approval or a stop task before it or any required fields within it.
As an extra step to ensure your zap works as expected, go to Asana and update a task’s status. Then go to the relevant workflow run in Process Street. The task you selected while creating your zap should be marked as completed automatically, as shown below.
If you face any issues while creating this zap, please reach out to our support team.
You can also create and manage all the tasks you need, within Process Street.
Learn more about all the automations you can create with Process Street.
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