How to Integrate Asana with Zendesk to Automatically Add Tickets from Asana to Zendesk

Customer support is the face of the company, handling various inquiries daily. It is common for the customer department to contact other departments for fact-checking the inquiry details.
So, this time, we have integrated Asana and Zendesk to streamline inter-departmental collaboration and improve customer service!
When inter-departmental collaboration becomes quicker, responses to inquiries will also be faster. It may also reduce the number of inquiries that remain unresolved, so why not give it a try?

Benefits of Integrating Asana and Zendesk

1. Streamlining Inquiry Responses

By integrating these two apps, when you add a task to Asana, it is automatically added to a Zendesk ticket. This will facilitate smooth information sharing between departments.
For example, this applies when creating tasks in Asana for issues or changes occurring company-wide or in specific departments. By managing content that might affect customers as tasks in Asana, it will also be added to Zendesk tickets, quickly informing the customer department.
As a result, when there is an inquiry about that content, it becomes easier to explain the current situation without needing to confirm with other departments.

2. Improving Convenience

Manually adding tasks from Asana to Zendesk tickets is redundant and inefficient. However, by integrating the apps and introducing automation, manual input is no longer necessary.
This will save time spent on input tasks and should improve the convenience of task management.
Additionally, errors such as omissions or mistakes that can occur during transcription will be less likely to happen.

[About Yoom]

Let's automate the workflow of "adding tasks to Zendesk when they are added to Asana"!
After registering with Yoom, create a flowbot to automate the workflow.
We provide detailed instructions with images on how to integrate, so please give it a try!

<span class="mark-yellow">【Please Note】</span>

※Zendesk is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan users, the operation and data connection of the configured flowbot will result in an error, so please be cautious.
※Paid plans like the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

The above flowbot template can be copied from below.

1. Click on "View Details" on the banner above
2. The page will transition. Click on "Try this template" at the bottom
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create an Integration Flow between Asana and Zendesk

Step 1: Integrate Asana and Zendesk with My Apps

The template will be copied, and the screen will look like the one above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click on "New Connection" at the top right.

Integrating Asana

1. Search
‍Enter Asana in the displayed box and select the Asana icon.

2. Log in

The Asana login screen will be displayed, so please log in.

If the above display appears, the integration is complete.

Integrating Zendesk with Yoom

1. Search
‍Enter Zendesk in the search box and click on the Zendesk icon.

2. Enter Required Fields

For Zendesk My Apps integration, logging in with administrator privileges is required.
Please log in with administrator privileges and configure the settings.

After logging in with administrator privileges, enter the required fields using Base64 encoding.
For more details, please check How to Register My Apps in Zendesk.
Also, please check About Base64 Encoding.

3. Add
‍Once the required fields are entered, click Add at the bottom right.

If the above display appears, the integration is complete.

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This completes the My Apps integration for Asana and Zendesk.
Next, use the template copied to My Projects to create a flow bot.
If not yet copied, please copy the flow bot template from below.

Step 2: Set Up Asana Trigger

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click on "Add to Zendesk when a task is added to Asana".‍

3. Select App Trigger
‍Select "When a new task is added to a specific project" from the Asana icon.
Press Next.‍

4. Set Trigger Interval

Set the trigger interval from the dropdown. You can choose intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on your plan.

5. Set Workspace ID, etc.

Set the required fields as shown in the image above.

Click the box to display a list of IDs.
Select the ID you want to link with Zendesk.

6. Complete the Task
‍Open Asana in a separate tab and create a test task.
Then, complete the task.

7. Run the Test
‍Return to Yoom and press the test button.
If "Test Successful" is displayed, the trigger setup is complete. Save it.

Step 3: Set Up Zendesk Action

1. Select App Trigger
‍Select "Create Ticket" from the Zendesk icon.
Press Next.‍

2. Set Subdomain

Set according to the notes at the bottom of the box.

5. Check Required Fields

Check the subject and details. The initial settings are as shown in the image.
If you want to add more content, click the box.

Select the part in the red frame.

Asana data will be displayed in a list, so click on the content you want to add.

This time, we added the assignee. It's recommended to use symbols for better readability.

3. Run the Test
‍Press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

4. Turn ON the Trigger

Once the flowbot creation is complete, the display will appear as shown above.
The trigger is initially set to OFF, so turn it ON.

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Flowbot template used this time
Add to Zendesk when a task is added to Asana

Other Automation Examples Using Asana and Zendesk

Yoom offers numerous templates using Asana and Zendesk. Let's introduce just a few of them!

1. Update Zendesk Ticket Status When a Task is Completed in Asana
‍This allows you to quickly grasp when a task in Asana is completed. It's also recommended to use it in conjunction with the flow bot.

2. Add to Asana when a ticket is created in Zendesk
‍Integration from Zendesk to Asana is also possible. Customers can create tasks directly, making it easier to communicate their requests.

3. Sync Asana Task Information with Google Sheets
‍By syncing Asana tasks with Google Sheets, collaborative management among team members becomes easier.

Summary

Task management is essential for conducting work smoothly. However, spending too much time on adding or entering tasks is not efficient.
Therefore, automation like this can make task management more efficient and highly beneficial.
Please take this opportunity to try it out for smoother information sharing among teams.