Sapling’s Asana integration allows the provisioning of tasks in Asana Project through the tasks API from Personal Token authentication token.
Sapling can send the following attributes to Asana:
First, you’ll need to collect your Organization ID and Personal Token from your company’s Asana account.
To do this, when logged into Asana, you can:
From there, create a new Personal Token and copy the API Token.
Once you have this, you can then enable the integration in Sapling and add the following:
These settings will be used as the defaults for setting up your Asana tasks.
Once the integration is enabled, the following things will occur in your account.
Employees who have a current profile in Asana can have their tasks created in Asana, in addition to Sapling--and will be able to access their tasks within the new hire’s Asana project.
During the onboarding flow, you’ll be able to toggle ‘Create in Asana’ on each workflow. Users who have Asana IDs in the workflow will receive their tasks in Asana.
Sapling creates new Project in Asana with the name of the workflow including the:
For tasks completed in Sapling, the application will immediately complete the tasks in Asana.
If a task is deleted in Sapling, it will also be deleted in Asana.
Every hour, Sapling will call the Asana API to check task status of linked tasks.
If the status is complete, Sapling will update the task in Sapling and note in the task history that it was “Completed in Asana”.
If the status is incomplete, no change will be made.
Lastly, if a task is not found (i.e. it has been removed from Asana), Sapling will not update the task.
Yes - the integration works with the free and paid versions of Asana.