Integrating with Asana

    Summary: With our Asana integration, users can extend their Ziflow online proofing operations to Asana. Users can automatically create, update & assign tasks in Asana for new proofs, comments, decisions, and more to keep their team up to date in the tools they're already using.

    How to connect with Asana:

    To integrate Asana with Ziflow open the Connect tab in Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the "Connect Application" button and select Asana from the list.  You'll be asked to authenticate with Asana credentials and then authorize Ziflow to get access to Asana account.

    Once this is done you should see Asana integration on a connections list:

    Setting up Asana automated flows

    Once Ziflow and Asana are connected, you can begin setting up automated flows to send information to Asana. Start by going to the Connect tab and by clicking on a Create Flow button in the right upper corner of the screen.

    Select "Ziflow" as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

    You will be presented with the event details page, which will vary depending on which event was selected:

    1. Triggered by - select the type of request that will trigger the Zibot.
    2. Created in - select the Ziflow folder that will be monitored by this flow.
    3. Created by - select the user that will be responsible for this flow activation.

    1. Triggered by - select the type of request that will trigger the Zibot
    2. Modified in - select the Ziflow folder that will be monitored by this flow 

    1. Triggered by decision made - select what level decision needs to be made in order to activate the flow.
    2. Type of decision - choose the type of decision that needs to be made in order to activate the flow.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by new comment / new reply - choose which option should activate the flow.
    2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
    3. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Comment is labelled as - select which label(s) should trigger a Zibot.
    2. Created in - select the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the proof updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    1. Triggered by - select which type of the stage updated event should trigger the Zibot
    2. Modified in - choose the Ziflow folder that is going to be monitored by this flow.

    Setting up Asana Zibot action

    After saving the event flow triggers, choose an Asana Zibot action that will pass information set in the previous step directly to Asana:

    Use the following Zibots: 

    1. Create Asana task - adds a new item inside the selected workspace and project. The Item name and Task description field can be entered using our built-in token selector

    2. Search Asana - with this Zibot you can search for projects, tasks, and users:
    3. Update Asana task - with this Zibot you can update the required task in Asana workspace:
    4. Update Asana task section - with this Zibot you can update the required Asana task section:
    5. Assign Asana task - with this Zibot you can assign the required Asana task:

    And, you're done! Ziflow will now send or update data in users' designated Asana account.

    Supporting Material: