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Best answer

Help needed with Asana and Pipedrive integration for comments and attachments

  • November 12, 2024
  • 4 replies
  • 31 views
O

Hi everyone,

We’re looking to integrate Asana comments and attachments with specific deals in Pipedrive based on a unique number in the Asana project name.

We tried create a Zap, but it requires creating a new Zap for each new task, as Zapier only triggers on specific projects and tasks. With thousands of projects and tasks created every day, this approach isn’t practical for us.

Is there a way to set up a single automation that can trigger for any task in a project and send details of comments/attachments from Asana that can then be managed and pushed to Pipedrive?

If anyone has faced a similar situation and found a solution, I’d appreciate your insights!

Thank you in advance.

Best answer by Andrés at Connex

@OkaZap 

Here's my suggestion:


Asana Setup Overview

Asana offers a feature called Rules, which provides basic automations. For example, whenever there’s a new comment or attachment in Asana, a Rule can send a notification to a webhook—in this case, a Zapier webhook.

 

Current Setup

Each project in Asana needs a Rule configured to work with the workflow you want.


Currently, this Rule setup process is manual.  THIS is the part you can automate.

 

 

Workflows

 

Workflow #1
Trigger: A Zapier webhook listens for new comments and attachments from Asana rules,
Actions: Send comment/attachment to Pipedrive.


Workflow #2 
Trigger: When a new project is created in Asana,
Action: create a “Rule” for that project, pointing to Workflow #1.

 

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33% found this helpful

4 replies

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 30962 replies
  • November 12, 2024

Hi @OkaZap 

You can explore using webhooks in Asana.

 

Zap trigger: Webhook - Catch Hook

This will generate a unique webhook URL to configure in Asana.

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
O
  • OkaZap
  • Author
  • New
  • 2 replies
  • November 12, 2024

Hi @Troy Tessalone 

Thanks for your insight! I’ve tried using webhooks, and they work, but I need to create a new rule for every project in Asana. Additionally, webhook rules aren’t available in Project Templates.

Given that we have thousands of projects and tasks created daily, this approach isn’t practical. I’m looking for a workaround—a single rule or automation that can monitor any comments or attachments added to any tasks across all projects within our Asana Workspace. Any suggestions?

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 30962 replies
  • November 12, 2024

@OkaZap

Zap app integrations are built on top of the Asana API and Webhook events, so even workarounds a limited to what Asana offers.

 

You can try reaching out to Asana Support for possible guidance about workarounds.

 

Feedback from ChatGPT:

To monitor all tasks across all projects in Asana using webhooks, you'll need to set up individual webhooks for each project.
Asana's API does not support creating a single webhook that listens to all tasks across all projects at the workspace or team level.
Therefore, you must create a webhook for each project you wish to monitor.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Andrés at Connex
Forum|alt.badge.img+1

@OkaZap 

Here's my suggestion:


Asana Setup Overview

Asana offers a feature called Rules, which provides basic automations. For example, whenever there’s a new comment or attachment in Asana, a Rule can send a notification to a webhook—in this case, a Zapier webhook.

 

Current Setup

Each project in Asana needs a Rule configured to work with the workflow you want.


Currently, this Rule setup process is manual.  THIS is the part you can automate.

 

 

Workflows

 

Workflow #1
Trigger: A Zapier webhook listens for new comments and attachments from Asana rules,
Actions: Send comment/attachment to Pipedrive.


Workflow #2 
Trigger: When a new project is created in Asana,
Action: create a “Rule” for that project, pointing to Workflow #1.

 

Andrés at Connex

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