How to Use the Asana Integration
Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
The Asana integration allows you to create a new Asana Task from a Blitzen form entry. Note that you have to have an Asana account to use this integration.
How it’s done:
Connect your Asana Account to Blitzen
Navigate to the ‘Integrations’ section in the left-side panel and click on the ‘Asana’ app.
Click ‘Connect’ in the right-side panel.
You will be directed to log in with your existing credentials and asked to give Blitzen permission to access the app. Don’t worry, we won’t mess with the stuff that’s already there!
Make sure that the app is on by moving the app slider to ‘On’
If, for any reason, you would like to disable this app, just move the slider to ‘Off’ or disconnect it all together (How to Disconnect App).
Create a Workflow with the Asana App
Navigate to the ‘Workflow’ section in the left-side panel and create a new workflow (How to Create Workflow). You can also edit an existing workflow.
Choose a form or survey to work from (How to Choose an Input).
Drag the Asana App over into your workflow. This is called an output. You can configure the app by clicking the ‘+’ icon.
From here you will see a number of options.
The default setting is to sync all submissions from the input form or survey. If that is not what you wish to do simply add filters. Click ‘Add custom filter’ and use the three fields to create a segment.
You are able to create any number of filters, just make sure they do not contradict each other.
To delete a filter simply click on the ‘x’ icon in the right corner.
You will then be asked to choose the destination your data to. For the moment, the only thing you can do with Asana is create a new task.
To do this, scroll down to where it says 'Create Task' and give it a good title.
In our example we call it 'Follow Up'. Then use the mapping fields on the left side to input the information you wish to send to Asana.
In our example, we want the ' Full Name' and 'Email' fields.
Designate the Workspace and you should be good to go!. The changes save automatically. Now every time someone submits that particular form a new task will be created in Asana. It will look a little something like this: