How to integrate Asana with Zendesk to automatically add tickets from Asana to Zendesk

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!

Customer support is the face of the company and receives various inquiries daily. It is common for the customer department to contact other departments to verify facts regarding inquiries.
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. There is also a possibility of reducing 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 a task is added to Asana, it is automatically added to a Zendesk ticket. This will facilitate smooth information sharing between departments.
For example, this applies when a task is created in Asana regarding issues or changes occurring company-wide or in certain departments. By managing content that might affect customers as tasks in Asana, it will also be added to Zendesk tickets, allowing quick communication to 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 in Asana to Zendesk tickets is redundant and not efficient. 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 convenience in task management.
Additionally, errors such as omissions or mistakes that can occur during transcription are less likely to happen.

[About Yoom]

Now, let's actually automate the business flow of "adding tasks in Asana to Zendesk".
After registering with Yoom, create a flow bot to automate the business flow.
We provide detailed instructions with images on how to integrate, so please give it a try!

[Please Note]

※ Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
※ Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

The above flow bot template can be copied from below.

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

* If you have already completed registration, a login screen will appear, 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 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 "New Connection" at the top right.

Asana Integration

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

2. Log in

The Asana login screen will appear, so please log in.

If the above display appears, the integration is complete.

Zendesk and Yoom Integration

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

2. Enter Required Fields

Zendesk's My Apps integration requires login with administrator privileges.
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 Zendesk My Apps.
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 integration of Asana and Zendesk with My Apps.
Next, use the template copied to My Projects to create a flow bot.
If it has not been copied yet, 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, 10, 15, 30, or 60 minutes.
Please note that the shortest trigger interval varies depending on the plan.

5. Set Workspace ID, etc.

Set the required items 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 another 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

Follow the instructions at the bottom of the box to set it up.

5. Confirm Required Items

Check the subject and details. The initial settings are as shown in the image.
If you want to add other 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 an assignee. It is recommended to use symbols to make it easier to read.

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 understand when a task in Asana is completed. It is also recommended to use this in combination with the current 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 convey 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 operations smoothly. However, spending 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.