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  • How do I automatically generate Asana tasks from Salesforce task object using Zapier?
Question

How do I automatically generate Asana tasks from Salesforce task object using Zapier?

  • 27 February 2024
  • 7 replies
  • 25 views
D

When a salesforce user creates a task on any object in Salesforce I want to automatically copy that task in Asana.  

I have looked at the zapier templates provided but my issue is how to map the fields like assignee/due date/description into asana.

Any assistance would be appreciated.

Thanks.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

7 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Debs Hayden Waters 

Help article about how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action

You can use the ‘Custom’ tab to map dynamic variables between Zap steps.

If you still need help post screenshots with how your steps are outlined and configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

Hi @Troy Tessalone ,

 

Many thanks for your quick response.

I’ve added a screen shot below.  The trigger comes from the Task object in Salesforce and I want the due date, assignee and subject automatically map to the fields in Asana.  No matter what I populate the zapier workflow with I can’t get this information across.

 

Troy Tessalone
Userlevel 7
Badge +14

@Debs Hayden Waters 

You would need to map variables across Zap steps to the desired fields, similar to what you did for the Description field that has a “Subject” variable.

Help article about how to configure Zap action steps: https://zapier.com/help/create/basics/set-up-your-zap-action

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
D

Ok thanks.  I had tried mapping the fields in previous attempts and even the subject variable in this example is not working.  I was hoping someone had tried it before and to show me what they had mapped that worked.  

ken.a
Userlevel 7
Badge +6

Hi @Debs Hayden Waters,

I’m jumping in to see if I can help!

Based on your workflow, I think the “New Record” trigger fits more perfectly for your desired workflow. Here’s how the Zap would look like:

  1. Trigger: Salesforce - New Record
  2. Action: Asana - Create Task

I believe the “New Record” trigger should be able to return the fields you’re looking for as well.

Kindly give it a try and let me know how it goes? I'll keep an eye out for your response!

D

Thanks but that doesn’t work either.

No matter what I try I only get the information as a comment and no asana fields populated.

 

 

ken.a
Userlevel 7
Badge +6

Thanks for giving my suggestion a try @Debs Hayden Waters.

I’d recommend reaching out to our Support Team regarding this one. Our Support Team has the correct tools to look closer at the Zap and its logs to determine the cause of the issue here.

You can reach our Support Team here: https://zapier.com/app/get-help

I appreciate your patience and understanding.

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