How to integrate Asana with Discord to notify tasks added in Asana to Discord

In this article, we introduce how to automatically notify on Discord when a task is added to a specific project in Asana. By integrating these tools, you can share task information using the chat tool you regularly use at work. We will explain the benefits of integration and the method of automation in detail, so please consider implementing it to ensure quick problem response, prevent task oversight, and improve project management efficiency.

Recommended for

The content introduced this time is recommended for the following people!

・Those who want to improve task notification and project management accuracy within the team using Asana and Discord
・Those who are in charge of work that requires quick responses, such as complaint handling
・Those who manage multiple projects and feel challenged by preventing information oversight and organizing tasks

Benefits and Examples of Asana and Discord Integration

Benefit 1: Quick Problem Response

When a task is registered in Asana, automatically sending notifications to the relevant team on Discord enables smooth responses.

For example, in scenarios where quick responses are required, such as customer support or complaint handling, sharing information promptly allows for rapid initiation of actions towards problem resolution. Furthermore, even if confirmation or instructions from a superior are needed, the person can quickly grasp the situation on Discord, enabling the entire team to proceed smoothly. As a result, it may lead to improved customer satisfaction and reliability of operations.

Benefit 2: Prevention of Task Oversight

By notifying tasks registered in Asana on Discord, the risk of task oversight by the person in charge or manager can be reduced.

For example, in operations where multiple tasks such as sales or customer support occur one after another, tasks may often get buried due to busyness. By sending automatic notifications on Discord to stakeholders each time a task is added, it is expected to improve the accuracy of information sharing. Additionally, compared to manual notifications, it can reduce the burden of work and prevent omissions.

Benefit 3: Efficiency in Multi-Project Management

When managing multiple projects simultaneously, understanding the status of each project and adjusting priorities can become complicated. By distributing Asana tasks to dedicated channels on Discord, progress management for each project becomes easier.

For example, by managing projects from different departments such as product development, marketing, and customer support in each channel on Discord, stakeholders can efficiently check only the necessary information. This is expected to streamline the prioritization of tasks.

To gain these benefits, try integrating using the automation tool Yoom.

[What is Yoom]

How to Create an Asana and Discord Integration Flow

Now, using the following template, we will introduce the procedure for creating a workflow to "notify on Discord when a task is registered in Asana".

The integration flow is broadly divided into the following processes.

・Integrate Asana and Discord with My Apps
・Copy the template
・Set the Asana trigger that initiates the flow and configure the subsequent Discord operations
・Turn on the trigger button and verify the integration between Asana and Discord

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Step 1: Integrate Asana and Discord with My Apps

※ If both app integrations are complete, proceed to Step 2.
　If only one app is integrated, skip that step.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Asana and integrate it.
　※ You can narrow down the options by entering the app name in the search box.
　※ If you are not logged into Asana, the login screen will appear.

3. From the list of new connections in My Apps, select Discord(v2).

4. Enter the account name and access token, and click "Add".
　※ For the Bot token to be entered in the access token field, refer to this article and obtain it from the Discord Developer Portal.

‍‍‍‍‍‍Step 2: Set a trigger that activates when a new task is added to a specific project in Asana

1. Click "Try it" on the banner below.

2. Click "OK" in the dialog below.

3. Check the title and description of the displayed template.
　※This is the red-framed part in the image below. You can click the relevant section to change it to any content.

4. Click the Flowbot's "App Trigger: When a new task is added to a specific project".

5. Select the linked account and action.
　Change the title if necessary and click "Next".

6. Set up the API connection for the app trigger.
　Select and input each item.
　※The activation interval varies depending on the plan. Reference: List of feature restrictions and usage limits for each plan　

7. Click "Test".

8. If the test is successful, click "Save".

Step 3: Setting up the action to send a message to Discord

1. Click the Flowbot's "Integrate with App: Send Message".

2. Select the linked account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　Enter the channel ID and message content.
　※You can use the mention feature and the output obtained in Step 2 in the message content. If you don't know the user ID for mention settings, refer to this article.
　※The image below is an example of input.

　※The image below is an example of output reference. When you click the input field, suggestions will be displayed, so select the relevant item.

4. Click "Test".

5. If the test is successful, click "Save".

Step 4: Verify the automation between Asana and Discord

1. Click "Turn on Trigger" in the setup completion dialog.

2. Verify that the Flowbot is operating correctly.

This completes the flow "Notify Discord when a task is registered in Asana".

Click "Try it" on this banner to create it yourself.

Other Automation Examples Using Asana

There are many other examples of automation using Asana in Yoom, so here are a few introductions.

1. This is a flow where when a new task is added to a specific project in Asana, it is registered in the Garoon calendar. The entire team can check task deadlines on the calendar, which will be useful for managing the progress of tasks and projects. Automation can also help prevent transcription errors and omissions.

2. This is a flow that sends task information via Gmail when a new task is added in a specific section of Asana. If there are people within the team or stakeholders who need to be informed via email, it is recommended to use this in conjunction with the Discord notification flow. You can change the trigger to activate not only for specific sections but also when tasks are added to the entire project.

3. This is a flow to create a ticket in Zendesk when a new task is added to a specific project in Asana. It can be useful for managing tasks related to customer information in operations such as sales and customer support.

Summary

By integrating Asana with Discord and automatically notifying new task information, you can ensure smooth task execution and prevent overlooking tasks. Even when managing multiple projects simultaneously, you can improve task management efficiency by changing the notification destination and content. With Yoom, the setup is easy. Take this opportunity to try integrating Asana with Discord.