How to integrate Asana and Zendesk to update the ticket status in Zendesk when a task is completed 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!

If you're using Asana for team task management and Zendesk for customer support, wouldn't it be great if progress could be automatically reflected in each app?
Manually entering progress is time-consuming and labor-intensive, and there's also the risk of errors such as missing updates.
This is where the integration of Asana and Zendesk comes in to solve these issues.
In this article, we will introduce how to automatically reflect completed tasks in Asana to the ticket status in Zendesk.
※Zendesk is a feature available only in the Team Plan and Success Plan.
Please note that if you are on the Free Plan or Mini Plan, the operation of the configured flow bot will result in an error.
Moreover, paid plans such as the Team Plan and Success Plan offer a 2-week free trial.

Benefits of Integrating Asana and Zendesk

Benefit 1: Reduction of Manual Work and Improvement of Operational Efficiency

Traditionally, once a task was completed, it had to be manually entered into each app.
However, with this automation, there is no longer a need to manually update the ticket status, preventing discrepancies due to input errors.
As a result, the accuracy and efficiency of operations improve.
This automation will be particularly beneficial when the support team is handling a large number of tickets.

Benefit 2: Quick Progress Management

By integrating Asana and Zendesk, task progress is quickly reflected, allowing all stakeholders to immediately grasp the progress.
Additionally, each member can smoothly check ongoing tasks and their statuses, reducing errors and wasted time due to information delays.
This feature will be especially useful when managing multiple tasks simultaneously.

[About Yoom]

How to Create an Integration Flow for Asana and Zendesk

We have introduced the benefits so far.
Now, let's quickly integrate the apps we will use this time with Yoom!
Once you have completed the registration of My Apps, create a flow bot to "Update Zendesk ticket status when a task is completed in Asana".

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate the Asana and Yoom you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for Asana.
When the following screen appears, please log in to Asana.

Next, integrate Zendesk.
You will need to register your account name and access token.
Please refer to this help page and enter the information.
Once the two apps are integrated into My App, proceed to the next setting.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the name of the template as needed.
Click My Projects on the left, and the template you just copied will appear.
Click the ellipsis (...) on the right and select Edit.

This time, there are two steps.
Let's set them up together!

Things to Prepare

Asana tasks and Zendesk tickets.
This time, we will use this ticket information.
In this case, the ticket ID is 1, and the status is other than resolved.

Please enter the ticket ID from Zendesk in the description field of Asana. (For use in Flowbot settings)

Once completed, return to the Flowbot settings.
Now, let's set up the app trigger.
Select "When a task in a specific project is completed".
You can change the title to make it easier to understand.
Check the account information to be integrated.
Keep the action as it is and proceed to the next step.
Please set the required fields.‍‍

Trigger Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selection of intervals may vary depending on the plan.

Test it, and if the Asana task information is reflected in the output, save it.
Next, click "Update Ticket Status".
Again, check the account information to be integrated.
Keep the action as it is and proceed to the next step.
Please set the required fields.
This time, the status is set to resolved.

Select the ticket ID from the output as follows.

Once the selection is complete, test and save it as well.
Let's check on the Zendesk side.
The status in the red frame has been changed to resolved.

Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even I, who am not familiar with programming, was able to proceed easily.
Here is the Flowbot we used this time ↓

Other Automation Examples Using Asana and Zendesk

1. When managing inquiries with Zendesk and tracking their status as tasks in Asana, you usually have to register them in each app separately.
By using this automation, the content of Zendesk tickets will also be registered in Asana.

2. Automatically stores Asana task information in Microsoft Excel.
By using this automation, you can prevent input errors caused by manual transcription.

3. Every time a ticket is created in Zendesk, a notification is sent to LINE WORKS, which helps prevent missing the creation of a ticket and allows for customer support to be provided.
If you set it to notify the group chat, another employee can take over the response even when the person in charge is absent.

Summary

This time, we introduced a "Flowbot that updates the Zendesk ticket status when a task is completed in Asana".
By integrating Asana and Zendesk, you can expect a reduction in manual work and an improvement in operational efficiency.
Additionally, quick progress management becomes possible, which may prevent duplicate customer responses.
Especially by utilizing Yoom, you can easily create integration flows without any programming knowledge, using a no-code approach.
Please take this opportunity to try integrating Asana and Zendesk.

You can register for Yoom for free here. →Get Started