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.
Follow instructions on how to:
How to connect with Asana
To integrate Asana with Ziflow open the Connect tab in the 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 access the 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 the Create Flow button in the upper right 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 you selected. There are 9 different types of events:
New proof/version
Triggered by - select the type of request that will trigger the Zibot.
Created in - select the Ziflow folder that will be monitored by this flow.
Created by - select the user that will be responsible for this flow activation.
Proof updated
Triggered by - select the type of request that will trigger the Zibot.
Modified in - select the Ziflow folder that will be monitored by this flow.
Decision made
Triggered by decision made - select what level decision needs to be made to activate the flow.
Type of decision - choose the type of decision that needs to be made to activate the flow.
Created in - select the Ziflow folder that will be monitored by this flow.
New comment/reply
Triggered by new comment / new reply - choose which option should activate the flow.
Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.
Created in - select the Ziflow folder that will be monitored by this flow.
Comment resolved
Created in - select the Ziflow folder that will be monitored by this flow.
Comment labeled
Comment is labelled as - select which label(s) should trigger a Zibot.
Created in - select the Ziflow folder that this flow will monitor.
Stage updated
Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.
Modified in - choose the Ziflow folder that this flow will monitor.
Stage started
Triggered by - select which type of the stage updated event should trigger the Zibot.
Modified in - choose the Ziflow folder that is going to be monitored by this flow.
Comment reaction
Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.
Comment reacted with - select what type of reaction should trigger a flow.
Created in - select 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 the information set in the previous step directly to Asana:
Use the following Zibots:
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.
Search Asana - with this Zibot, you can search for projects, tasks, and users.
Update Asana task - with this Zibot, you can update the required task in the Asana workspace.
Update Asana task column - with this Zibot, you can update the required Asana task column.
Update Asana task section - with this Zibot, you can update the required Asana task section.
Assign Asana task - with this Zibot, you can assign the required Asana task.
Send proof URL - this Zibot will attach a proof URL as an external attachment to the selected Asana task.
Create a story (comment) on Asana task - this Zibots lets you add stories (comments) to selected Asana tasks.
And you're done! Ziflow will now send or update data in users' designated Asana account.