Integrate with Asana

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Before you begin

To start integrating, you need the following data from Asana:

• your Personal Access Token (see Asana documentation)
• your workspace, project, and task IDs. These can be extracted from URLs. For example, a task URL is constructed in the following way: https://app.asana.com/0/PROJECT_ID/TASK_ID
• your Asana section ID. You can query for it with this call.
• your task name. You can use Asana search to get it.

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Dynamically assign tasks in Asana

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1. Get assignee_ID

1. Create a step in Integration > Custom integration with the following settings:
   • Method: GET
   • URL: https://app.asana.com/api/1.0/users/USER_EMAIL
   • Headers: Content-type: application/json
   • Headers: Authorization: ASANA_PERSONAL_ACCESS_TOKEN
   • Headers: Accept: application/json
2. In the Settings, click + Add a variable.
3. Enter the following variable values:Name: assignee_idValue: $.data.gid
4. Save your changes.

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2. Create a task in Asana from Next Matter

1. Create a step in Integration > Custom integration with the following settings:
   JSON

   {
      "data": {
         "approval_status": "pending",
         "assignee": "{2. Get Assignee Id - Integration step - assignee_id (string)}",
         "due_at": "2022-07-25T00:00:00+0000",
         "followers": ["{1. Enter Task details - Task assignee - User Selection (user email)}"],
         "name": "{1. Enter Task details - Task name - Input}",
         "html_notes": "<body>{1. Enter Task details - Task details - Input} </body>",
         "projects": ["ASANA_PROJECT_ID"],
         "start_at": "2022-07-11T00:00:00+0000",
         "workspace": "ASANA_WORKSPACE_ID"
      }
   }
   
   • Method: POST
   • URL: https://app.asana.com/api/1.0/tasks
   • Headers: Content-type: application/json
   • Headers: Authorization: ASANA_PERSONAL_ACCESS_TOKEN
   • Headers: Accept: application/json
   • Body (an example)
2. In the Settings, click + Add a variable.
3. Enter the following variable values:Name: task_idValue: $.data.gid
4. Save your changes.

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3. Update the task section

This is an optional step. In case your Asana project is organized in sections, you can add a step to move the just-created task to the correct section.

1. Create a step in Integration > Custom integration with the following settings:
   • Method: GET
   • URL: https://app.asana.com/api/1.0/users/USER_EMAIL
   • Headers: Content-type: application/json
   • Headers: Authorization: ASANA_PERSONAL_ACCESS_TOKEN
   • Headers: Accept: application/json
2. In the Settings, click + Add a variable.
3. Enter the following variable values:Name: assignee_idValue: $.data.gid
4. Save your changes.

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4. Move a task to a specific Asana section

1. Create a step in Integration > Custom integration with the following settings:
   JSON

   { "data": { "task": "{Data reference to task_id}" } }
   
   • Method: POST
   • URL: https://app.asana.com/api/1.0/sections/SECTION_ID/addTask
   • Headers: Content-type: application/json
   • Headers: Authorization: ASANA_PERSONAL_ACCESS_TOKEN
   • Headers: Accept: application/json
   • Body (an example)
2. Save your changes.