How to integrate Asana with Airtable to add tasks to Airtable when they are registered in Asana

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Asana and Airtable are widely used as business management tools. However, when using them separately, isn't it cumbersome to update information and maintain data consistency? In this article, we will explain how to automatically add information to Airtable when a task is registered in Asana.
This integration, which can be achieved without coding, will significantly reduce manual work and greatly improve business efficiency.
By implementing this automation, information sharing between teams will become smoother, leading to smoother project progress. Now, let's take a closer look at the specific steps.

Recommended for

Those who use Asana and Airtable for business management but find information integration cumbersome
Those who use Asana and Airtable in their business
Those who use Asana and Airtable in their business but face challenges in information sharing and data management between different teams

Benefits and Examples of Integrating Asana and Airtable

Benefit 1: Improved Business Efficiency by Reducing Manual Work

By automating the registration of task information from Asana to Airtable, the hassle of manual input and copy-pasting is eliminated. This will allow for significant time savings while preventing errors. For example, when managing multiple tasks in a marketing project, the information registered in Asana is immediately reflected in Airtable's resource management, allowing the person in charge to focus on their core tasks without worrying about data consistency.

Benefit 2: Smoother Information Sharing Between Teams

With tasks registered in Asana automatically added to Airtable, an environment is created where other teams or departments can immediately access the necessary information. This prevents information oversight and enables speedy collaboration. For example, when preparation tasks for an event are registered in Asana, the related budget and resource management information is timely reflected in Airtable, facilitating smooth coordination with other departments.

Benefit 3: Enhanced Linkage Between Task Management and Resource Allocation

By registering Asana's task information in Airtable, the allocation of resources and personnel is efficiently linked with task progress. This prevents duplication of work and resource shortages or surpluses, improving the accuracy of planning. For example, tasks registered by the sales department in Asana are immediately reflected in Airtable's resource allocation sheet, allowing for timely personnel adjustments.

[About Yoom]

How to Add Tasks Registered in Asana to Airtable

It is possible to achieve this by receiving the addition of tasks in Asana using Asana's API and using Airtable's API to add the information to Airtable.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
This time, we will create it using the following process.

Link Asana and Airtable with My Apps
Copy the template
Set up the Asana trigger that serves as the starting point of the flow and the subsequent Airtable operation settings
Turn on the trigger button and verify the operation of the Asana and Airtable integration flow

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Connect Asana and Airtable with My Apps

Register My Apps to connect Asana and Airtable to Yoom.
By completing the My Apps registration first, you can proceed with the automation settings smoothly.

1. Click on My Apps on the left side of the Yoom page and select "New Connection".
Enter "Asana" in the search box at the top right and select Asana from the search results.

2. On the displayed screen, enter your email address and click "Continue".

3. On the next screen, enter your password and click "Log in".

4. Next, register Airtable with My Apps.
Similar to the Asana registration, click on My Apps on the left side of the Yoom page and select "New Connection".
Enter "Airtable" in the search box and select Airtable from the search results. On the following screen, enter your email address and click "Continue".

5. On the next screen, enter your password and click "Sign in".

6. On the displayed screen, click "+ Add Base" and select the target base. Then click "Allow Access".

If Asana and Airtable are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

Open the following template page and click 'Try this template'.

The template will be automatically copied to your workspace. Please click "OK" on the next screen.

Step 3: Set up the Asana trigger that initiates the flow and the subsequent Airtable operation

1. Click "OK" on the previous screen, then click the app trigger "When a new task is added to a specific project" on the displayed screen.
※ This screen appears when you click "Add to Airtable when a task is registered in Asana [Copy]" in the Flowbot under "My Projects" on the left side of the Yoom page.

2. Enter the required fields on the displayed screen and click "Next".

3. Set the details on the displayed screen. Select the "Trigger Interval".
※ Triggers can be set to intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.

4. Select and enter the "Workspace ID" and "Project ID" from the suggestions that appear when you click the input fields.

5. Once the input is complete, execute "Test" and if successful, click "Save".
※ The displayed output can be used in the next settings as indicated by "This value can be used in other operations."

6. Next, click "Create Record" to integrate with the app. Enter the required fields on the displayed screen and click "Next".

7. Set up the API connection. Follow the instructions to enter the "Base ID" and "Table ID or Name".

"Field Information" retrieves the output for each item set earlier. Click the input field to display output suggestions and enter them.

After completing the input, execute "Test" and if successful, click "Save".

Step 4: Turn on the trigger button and verify the operation of the Asana and Airtable integration flow

Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.

The template used this time is as follows:

Other Automation Examples Using Asana and Airtable

Yoom also offers templates using Asana and Airtable, so here are a few examples.

1. Add Content Posted on Google Chat to Asana
‍This flow adds content posted on Google Chat to Asana. By utilizing this flow, you can expect improved efficiency in task management. Tasks are automatically added to Asana based on information from Google Chat, eliminating the need for manual input, preventing human errors, and enhancing overall operational efficiency. Additionally, with tasks being added automatically, you can expect a reduction in overlooked tasks and management errors.

2. Update Airtable record information when a row is updated in Google Sheets
This flow updates Airtable record information when a row is updated in Google Sheets. By utilizing this flow, the updated data in Google Sheets is automatically reflected, reducing the need for manual data entry. Eliminating manual updates helps prevent human errors. Additionally, automating updates leads to faster information sharing.

3. Register meeting schedules with customers from Airtable to Google Calendar and send meeting URLs via Gmail
This flow registers meeting schedules with customers from Airtable to Google Calendar and sends meeting URLs via Gmail. By utilizing this flow, the task of registering meetings is automated, significantly reducing the workload. The risk of manual input errors is also decreased, leading to improved accuracy of information. Additionally, since meeting URLs are automatically sent via Gmail, communication with participants becomes smoother, facilitating better communication. In this way, you can expect improved efficiency in operations, prevention of human errors, and enhanced communication, which in turn leads to increased employee productivity.

Summary

This time, we introduced a method to integrate Asana and Airtable, where tasks registered in Asana are added to Airtable.
By integrating Asana and Airtable, you can centralize task management and resource management, significantly improving work efficiency. By following the steps introduced in this article, you can easily achieve automation without any coding. Reducing manual errors and enhancing information sharing among teams will also increase the success rate of projects.
No special skills or knowledge are required to implement automation with Yoom. It's easy to operate as you just need to input according to the instructions.
Please refer to this article and try integrating Asana and Airtable.