# Asana Actions and Triggers in Workflows > Automate Asana from GHL Customer Care: instant task/project triggers, create comments/subtasks, and keep teams in sync without Zapier or polling. - Source: https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/asana-actions-and-triggers-in-workflows - Section: Workflows / Getting Started w/ Workflows - Reading time: 5 min - Images: 6, each explained below --- Streamline project management by connecting GHL Customer Care Workflows with Asana. Native Asana actions + triggers let you create, update, and sync tasks instantly—no Zapier or webhooks required. --- **TABLE OF CONTENTS** - [What is Asana Integration in Workflows?](#what-is-asana-integration-in-workflows) - [Key Benefits of Asana Integration in Workflows](#key-benefits-of-asana-integration-in-workflows) - [Triggers (Asana → Workflows)](#triggers-asana-workflows) - [Actions (Workflows → Asana)](#actions-workflows-asana) - [Getting Started with Asana](#getting-started-with-asana) - [How do Asana Triggers Work](#how-do-asana-triggers-work) - [Common Use Cases](#common-use-cases) - [Use Case 1: Automate Task Management](#use-case-1-automate-task-management) - [Use Case 2: Sync Projects Across Tools](#use-case-2-sync-projects-across-tools) - [Use Case 3: Notify Teams on Task Updates](#use-case-3-notify-teams-on-task-updates) - [Frequently Asked Questions](#frequently-asked-questions) --- ## **What is Asana Integration in Workflows?** The Asana integration enables seamless automation between your workflows and Asana’s powerful project management platform. Whether you’re creating tasks, managing projects, or syncing updates between systems, this integration helps eliminate manual work and keep teams aligned. **Why It Matters** With this integration, agencies, marketers, and operations teams can: - Automatically create and update Asana tasks and projects from workflows. - Trigger workflows when new tasks, comments, or attachments are added in Asana. - Keep projects, teams, and clients in sync across platforms. --- ## **Key Benefits of Asana Integration in Workflows** Bring your sales and project teams together without extra tools: - Real-time sync—As soon as something changes in Asana, your workflow fires (and vice-versa). - Fewer mistakes—Automated task creation and updates remove manual copy-paste. - Lower costs—Replace paid bridges like Zapier, Make, or n8n with built-in actions. - Cross-tool consistency—Keep ClickUp, Airtable, Slack, email, and CRM fields in step with every project. --- ## **Triggers (Asana →** **Workflows****)** These are Asana events that can initiate workflows : | **Trigger Name** | **Description** | | --- | --- | | **Task Created (Instant)** | Fires instantly when a new task is created in Asana | | **Task Updated (Instant)** | Fires instantly when a task is updated | | **Project Created (Instant)** | Fires when a new project is created | | **Comment on Task (Instant)** | Fires when a comment is added to a task | | **New User** | Triggers when a new user is added to your Asana workspace | | **Tag Added to Task (Instant) (Coming soon)** | Fires instantly when a tag is added to a task | | **Task Moved to Section (Instant)** | Fires when a task is moved between sections | | **New Attachment Added to Task (Instant)** | Triggers when a new attachment is added | | **New Subtask (Coming soon)** | Fires when a new subtask is created in Asana | --- ## **Actions (Workflows → Asana)** These are actions workflows can perform in Asana: | **Action Name** | **Description** | | --- | --- | | **Create Task** | Creates a new task in Asana | | **Update Task** | Updates details of an existing Asana task | | **Find Task by ID** | Searches for a task using its Asana Task ID | | **Find Task** | Searches for a task using its task name | | **Create Section** | Adds a new section to an Asana project | | **Find Comment from Task** | Retrieves comments associated with a task | | **Add Task to Section** | Moves an existing task into a specific section | | **Find All Tasks from the Project** | Fetches all tasks from a given project | | **Find Task in Project** | Searches for a specific task within a project | | **Create Comment/Story** | Adds a comment or story to a task | | **Create Subtask** | Creates a subtask under an existing task | | **Find Project** | Find project ID by name | | **Find Section** | Find section ID of a project | | **Create Project** | Creates a new project in Asana | --- ## **Getting Started with Asana** **1\. Search in Workflows:** In the workflow builder, search for Asana triggers or actions (e.g., “Create Task,” “Task Created”). ![Getting Started with Asana (image 1 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155060732240/original/nk39zSgkhHdSXeHNtKwl2YrrmnHLpNpQzg.png) **Getting Started with Asana (image 1 of 6)** This screenshot appears in the "Getting Started with Asana" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: 1. Search in Workflows: In the workflow builder, search for Asana triggers or actions (e.g., “Create Task,” “Task Created”). Immediately after, the guide continues: 2. Connect Your Account: If your Asana account is already connected, configuration options will appear automatically. If not, click Connect Now and sign in using your Asana credentials or OAuth. - What this covers: 1. Search in Workflows: In the workflow builder, search for Asana triggers or actions (e.g., “Create Task,” “Task Created”). - Controls: Connect Now - Next: 2. Connect Your Account: If your Asana account is already connected, configuration options will appear automatically. If not, click Connect Now and sign in using your Asana credentials or OAuth. **2\. Connect Your Account:**  If your Asana account is already connected, configuration options will appear automatically. If not, click **Connect Now** and sign in using your Asana credentials or OAuth. ![Getting Started with Asana (image 2 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155060732319/original/O4dhX9JRofUzhtQ4x9PU3Oh7MMc4Y4sq7Q.png) **Getting Started with Asana (image 2 of 6)** This screenshot appears in the "Getting Started with Asana" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: 2. Connect Your Account: If your Asana account is already connected, configuration options will appear automatically. If not, click Connect Now and sign in using your Asana credentials or OAuth. Immediately after, the guide continues: Asana triggers are instant, powered by webhooks. Whenever an event (like a new task or project update) occurs in Asana, it immediately notifies workflows to trigger your workflow — there’s no delay or polling interval. - What to click: 2. Connect Your Account: If your Asana account is already connected, configuration options will appear automatically. If not, click Connect Now and sign in using your Asana credentials or OAuth. - Controls: Connect Now - Next: Asana triggers are instant, powered by webhooks. Whenever an event (like a new task or project update) occurs in Asana, it immediately notifies workflows to trigger your workflow — there’s no delay or polling interval. --- ## **How do Asana Triggers Work** Asana triggers are instant, powered by webhooks. Whenever an event (like a new task or project update) occurs in Asana, it immediately notifies workflows to trigger your workflow — there’s no delay or polling interval. 1\. Choose a trigger (e.g., “Task Created” or “Task Updated”). 2\. Name your trigger and click **Test Trigger** to fetch sample task data. 3\. Use dynamic fields (like task name, assignee, or due date) in your next workflow actions. ![How do Asana Triggers Work (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055317531/original/f9laclC-OASMZbAlQCXgSXcxy48UfAQAow.png) **How do Asana Triggers Work (image 3 of 6)** This screenshot appears in the "How do Asana Triggers Work" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: 3. Use dynamic fields (like task name, assignee, or due date) in your next workflow actions. Immediately after, the guide continues: When using the Task Updated trigger, we suggest adding the Fields Changed filter. Asana may generate multiple update events for a single task because changing one field can cause additional cascading updates. Applying this filter ensures…. - What this covers: 3. Use dynamic fields (like task name, assignee, or due date) in your next workflow actions. - Controls: Test Trigger - Next: When using the Task Updated trigger, we suggest adding the Fields Changed filter. Asana may generate multiple update events for a single task because changing one field can cause additional cascading updates. Applying this filter ensures your automation only runs when the specific fields you care about have changed, preventing unnecessary trigger executions. **Recommendation:** When using the Task Updated trigger, we suggest adding the Fields Changed filter. Asana may generate multiple update events for a single task because changing one field can cause additional cascading updates. Applying this filter ensures your automation only runs when the specific fields you care about have changed, preventing unnecessary trigger executions. --- ## **Common Use Cases** ### **Use Case 1: Automate Task Management** **Goal:** Automatically create or update tasks in Asana when new leads are generated. **Workflow Setup:** - **Trigger:** Contact Created - **Actions:** - Create Task (Asana) → Title: “New Lead: {{contact.name}}” - Assign to: Sales Team - Create Comment: “Follow up with {{contact.name}} at {{contact.email}}” **Example:** When a new lead fills out a form, a new Asana task is created for the sales team to follow up automatically. ![Use Case 1: Automate Task Management (image 4 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055317365/original/dYl8ra4AyBxoqa3zYpKYpTtljvQ90BMc0w.png) **Use Case 1: Automate Task Management (image 4 of 6)** This screenshot appears in the "Use Case 1: Automate Task Management" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: Example: When a new lead fills out a form, a new Asana task is created for the sales team to follow up automatically. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Goal: Keep your Asana projects aligned with other platforms (like ClickUp or Airtable). - What this covers: Example: When a new lead fills out a form, a new Asana task is created for the sales team to follow up automatically. - Fields: Trigger: Contact Created, Actions:, Assign to: Sales Team - Next: Goal: Keep your Asana projects aligned with other platforms (like ClickUp or Airtable). Full procedure: 1. Trigger: Contact Created 2. Actions: --- ### **Use Case 2: Sync Projects Across Tools** **Goal:** Keep your Asana projects aligned with other platforms (like ClickUp or Airtable). **Workflow Setup:** - **Trigger:** Project Created (Asana) - **Actions:** - Create Project (ClickUp) or Update Record (Airtable) - Send Internal Notification to project managers **Example:** When a new project is created in Asana, a corresponding record or project is automatically created in your other tools — ensuring consistency across systems. ![Use Case 2: Sync Projects Across Tools (image 5 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055317729/original/z3OF1odelFJQ9d--n5PmUy7t3CAWbN9n0w.png) **Use Case 2: Sync Projects Across Tools (image 5 of 6)** This screenshot appears in the "Use Case 2: Sync Projects Across Tools" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: Example: When a new project is created in Asana, a corresponding record or project is automatically created in your other tools — ensuring consistency across systems. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Goal: Keep internal teams informed when key task events occur in Asana. - What this covers: Example: When a new project is created in Asana, a corresponding record or project is automatically created in your other tools — ensuring consistency across systems. - Fields: Trigger: Project Created (Asana), Actions:, Send Internal Notification to project managers - Next: Goal: Keep internal teams informed when key task events occur in Asana. Full procedure: 1. Trigger: Project Created (Asana) 2. Actions: --- ### **Use Case 3: Notify Teams on Task Updates** **Goal:** Keep internal teams informed when key task events occur in Asana. **Workflow Setup:** - **Trigger:** Task Updated (Asana) - **Actions:** - Send Internal Notification → Slack or Email - Update contact tag - Update Task Status in another tool like ClickUp **Example:** If a design task status is updated to “Ready for Review,” workflows send an Email notification to the reviewer and update the tag for the contact and other project management tools accordingly. ![Use Case 3: Notify Teams on Task Updates (image 6 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055317839/original/wuOTn4Ze4_jwn2w-9o1bBIQMb6gv22vaYg.png) **Use Case 3: Notify Teams on Task Updates (image 6 of 6)** This screenshot appears in the "Use Case 3: Notify Teams on Task Updates" section of "Asana Actions and Triggers in Workflows". The text alongside this image reads: Example: If a design task status is updated to “Ready for Review,” workflows send an Email notification to the reviewer and update the tag for the contact and other project management tools accordingly. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Q: Are these Asana triggers instant or delayed? All Asana triggers are instant via webhooks — no polling required. - What this covers: Example: If a design task status is updated to “Ready for Review,” workflows send an Email notification to the reviewer and update the tag for the contact and other project management tools accordingly. - Fields: Trigger: Task Updated (Asana), Actions:, Send Internal Notification → Slack or Email - Next: Q: Are these Asana triggers instant or delayed? All Asana triggers are instant via webhooks — no polling required. Example values (illustrative, not read from the screenshot): - Send Internal Notification → Slack or Email: priya.raman@northgatedental.com Full procedure: 1. Trigger: Task Updated (Asana) 2. Actions: --- ## **Frequently Asked Questions** **Q: Are these Asana triggers instant or delayed?** All Asana triggers are **instant** via webhooks — no polling required. **Q: Can I sync data both ways between Asana and Workflows?** Currently, the integration supports **one-way sync** (triggered by Asana or executed by GHL Customer Care). **Q: Do I need a paid Asana plan?** The integration works with both free and paid Asana plans. However, advanced features (e.g., multiple projects, guest access) may require a paid plan. **Q: Are Asana actions and triggers billed?** Yes, these are **premium actions and triggers**, billed at the standard automation rates for your plan. **Q: Can I add subtasks or comments automatically?** Yes, you can use **Create Subtask** and **Create Comment/Story** actions within workflows. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com