Integration with Asana in Kommo
Automate tasks through integration with Asana. Creation of tasks in Asana from Kommo, synchronization of statuses between systems, two-way communication of transactions and tasks.
Widget Description
The integration of Asana with Kommo allows you to automate the creation of tasks in Asana based on events in Kommo and synchronize lead statuses with project sections.
- Automatic task creation — when a trigger or a SalesBot is triggered, a task is created in Asana with data from the lead.
- Status synchronization — when a task is moved to the Asana section, the lead automatically switches to the specified status.
- Two—way communication — the link to the task is saved in the lead, the link to the lead is in the task.
Authorization
To get started, you need to log in to Asana via OAuth. This ensures that your account is securely connected.
1. Open the widget settings in Kommo.
2. Click the "Log in to Asana" button.
3. In the window that opens, log in to your Asana account and allow access.
4. After successful authorization, the status will change to "Authorized".
1. Open the widget settings in Kommo.
2. Click the "Log in to Asana" button.
3. In the window that opens, log in to your Asana account and allow access.
4. After successful authorization, the status will change to "Authorized".
Choosing a workspace
After authorization, select the Workspace in Asana that the widget will work with.
The drop-down list will display all the Workspaces available to you. Select the appropriate one.
The drop-down list will display all the Workspaces available to you. Select the appropriate one.
Task reference field
You can specify a text field in the Kommo lead where a link to the created task in Asana will be automatically saved.
1. Create a text field in the settings of the Kommo lead (for example, "Link to the Asana task").
2. In the widget settings, select this field in the "Lead Field to link to the Asana task" section.
1. Create a text field in the settings of the Kommo lead (for example, "Link to the Asana task").
2. In the widget settings, select this field in the "Lead Field to link to the Asana task" section.
Setting up a Trigger
Add the "Create Task in Asana" action to the Digital Pipeline or SalesBot to create tasks automatically.
1. Go to Funnel Settings → Digital Pipeline or SalesBot.
2. Add the "Create Task in Asana" action.
3. Specify the project and the Asana section where to create the task.
4. Fill in the task name and description using the Kommo variables.
1. Go to Funnel Settings → Digital Pipeline or SalesBot.
2. Add the "Create Task in Asana" action.
3. Specify the project and the Asana section where to create the task.
4. Fill in the task name and description using the Kommo variables.
Reverse synchronization
Reverse synchronization is a two—way data exchange mechanism between Kommo and Asana. Unlike one-way transfer (creating tasks in Asana from Kommo), this feature allows you to perform actions in Kommo when the status in Asana changes.
How to set it up?
How to set it up?
- Go to funnel settings
- Click on +add trigger at the appropriate stage
- Select +Salesbot
- And create a new bot
- In the list of bot actions, select Widgets and find Asana
- Click on the pencil to set up the widget
- Enter/select the project name and section
- Enter the name with which the task will be created in Asana and its description
- Next, you need to add the result by clicking +create and add the name of the outputs and click Save
- Go back to settings by clicking on the pencil
- In the Sections block, expand the name of the outputs and select the status in Asana. When the task moves to this section, the output will be launched in Asana, which will be configured
- Click on Save
- Next, add further steps for exits (be sure to stop the bot)
