Asana Actions and Triggers in Workflows

Modified on: Tue, 16 Dec, 2025 at 7:58 AM

Streamline project management by connecting HighLevel 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?


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 NameDescription
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 UserTriggers 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 NameDescription
Create TaskCreates a new task in Asana
Update TaskUpdates details of an existing Asana task
Find Task by IDSearches for a task using its Asana Task ID
Find TaskSearches for a task using its task name
Create SectionAdds a new section to an Asana project
Find Comment from TaskRetrieves comments associated with a task
Add Task to SectionMoves an existing task into a specific section
Find All Tasks from the ProjectFetches all tasks from a given project
Find Task in ProjectSearches for a specific task within a project
Create Comment/StoryAdds a comment or story to a task
Create SubtaskCreates a subtask under an existing task
Create ProjectCreates 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”).




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.



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.





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 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 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.



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 HighLevel).



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.

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