Asana

Live

Asana tasks from your automations — a task in a chosen project with a due date.

Capabilities

  • Task in a chosen project
  • Due dates in your time zone
  • Deal-won and task starters

Common Use Cases

  • Open a kickoff task when a deal is won
  • Mirror a completed client task into Asana

How to Connect Asana

  1. 01

    Open Settings → Integrations

    From your Zyan Admin workspace, open Settings → Integrations and pick the Asana tile. The workspace owner, an admin, or a member with the automations permission sees Connect.

  2. 02

    Sign in with Asana

    A one-click sign-in in Asana's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.

  3. 03

    Add the task step

    In an automation, add the Asana task step — pick the project and set the task name, notes and a due date in your time zone.

  4. 04

    Start from a deal or task

    The deal-won and task starters pre-fill the task from the event.