Asana

Updated 5 years ago

Asana Integration

Prerequisite

You need a Zapier account first. If you don't have an account, click here to create a Zapier account.

Introduction

In this article, we will try integrating both ClickSend and Asana. So what we want to achieve here is to send an SMS to selected contacts when a task is completed in Asana.

So, let's get started.

Instructions

Step 1:

Login to your Zapier account. And then click Make a Zap! button.

Step 2:

Let's search and select Asana as our trigger app. Next, check Completed Task in Project as our trigger action. Then click Save + Continue button.

Step 3:

Let's link your Asana account.

Select Choose Account.

Click Connect an Account button.

Log in using your Asana account details.

Then click Allow button.

Then click Log in button.

Then click Save + Continue button.

Step 4:

Let finish up our trigger app setup.

Go back to your Zapier setup page.

Then click Fetch & Continue button.

Lastly the Continue button.

Step 5:

Ok, let's set up our Action app. Let's search and choose ClickSend. 

Next select Send SMS as our action. 

Then click Save + Continue button.

Step 6:

Next, let's add your ClickSend account. Click Connect an Account button.

There should be a popup saying to add or allow your Zapier and ClickSend account to be linked together.

Type in your ClickSend username and API key.

Click the Test button to check if it was successful.

Then click Save + Continue button.

Step 7:

Let's set up our SMS message.

In the To input box, enter contacts you wish to notify.

Enter a custom generic message into the Message input box such as "{{ID}}: {{Name}} has been competed."

Set the From input box as Asana or the name of your company.

Then click Continue button.

Step 8:

Let's finish up everything.

Click Create & Continue button.

Then the Finish button.

Lastly, name your Zap, and turn it ON

How Did We Do?