How to integrate Channel Talk with Asana to automatically create tasks in Asana from chat content in Channel Talk

This time, we will proceed with the creation process as follows.

・Channel Talk and Asana My App Integration
・Copying the Template
・Setting Triggers in Channel Talk and Configuring Operations in Asana
・Turning on the Trigger and Confirming Activation

Step 1: Integrate Channel Talk and Asana with My App

(1) First, connect Channel Talk to My App.
After logging into your Yoom account, click "My Apps" on the left column and search for Channel Talk from "New Connection".

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(2) The Channel Talk app icon will appear, so click on it.
You will transition to the connection screen, where you should enter "Account Name (optional)", "Access Token", and "Access Key".

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Enter the "Access Token" and "Access Key" information that you confirmed in Channel Talk under "Channel Settings > Developer > API Key".
After entering the information, click [Add] to complete the Channel Talk connection.

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(3) Next, let's connect Asana.
Search for the Asana app icon and click on it, following the same steps as before.
Enter the email address registered with your account and click [Continue].

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Next, you will transition to the password entry screen, so enter the information and log in.
This completes the connection to Asana.

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‍Step 2: Set Up App Triggers

Now that the two apps are connected to the Yoom account, let's set up the flow bot using the template below.

(1) Open the above template and click on the "Try this template" icon. Since the template will be copied, click the "OK" button.

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(2) Once the copy is complete and you click "OK", you will be taken to a screen like the one above, so let's proceed with setting up the Flowbot.
First, click on the trigger "When a new customer chat is created".

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(3) Enter the account information of the Channel Talk you want to integrate and click "Next".
Keep the trigger action as "When a new customer chat is created".

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(4) After entering the "webhook name" and "access key", click "Test" and if there are no issues, click "Next".

(5) Send a Webhook event (create a new customer chat) and click "Test". If you successfully retrieve the Channel Talk information, click "Save".‍

Step 3: Integration with Asana

(1) Once the app trigger is set, let's proceed to set up the integration with Asana.
Click on the second action "Add Task".

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(2) Confirm the Asana account information you want to integrate and click "Next".
Keep the trigger action as "Add Task".

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(3) On the next screen, enter the desired information for "Task Name", "Project ID", and "Section ID".
As an example, when you click on "Task Name", supplementary information will be displayed as shown in the screen below.
By clicking on 'When a new customer chat is deployed', you can check the contents of the retrieved output.

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In the "Task Description" section, you can also select and input the content from Channel Talk from the output.
Please add the content that was in the channel settings.
As a specific example, the following is an input that reflects 'Member ID, Customer Chat ID, Sending Date and Time, Customer Name, Message Content' as a description.

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(4) Scroll down the screen and enter information in other fields as needed.
Once you have finished entering, click "Test" and then "Save".
After that, a display will appear indicating that all settings are complete, so click "Turn on Trigger".

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This completes the Flowbot setup.
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Flowbot template used this time
Add to Asana when a chat is started in Channel Talk

Other Automation Examples Using Channel Talk and Asana

In addition to this article, we introduce other automation examples using Channel Talk and Asana.
Please utilize them to improve the efficiency of your daily operations.

① Add to Trello When a Chat Starts in Channel Talk

This is a flow that allows you to streamline task management by adding to Trello when a chat starts in Channel Talk.
It eliminates the need to manually input chat content into Trello, preventing human errors such as omissions or input mistakes.
This automation allows you to focus on customer interactions.

② Add a task to Asana when a request is made in Jobcan Expense Management & Workflow

By automatically adding tasks to Asana based on information from Jobcan Expense Management & Workflow, you can quickly share information while maintaining accuracy.
Recommended for those who want to automate expense applications and approval processes, or those who want to visualize task priorities and progress.

③ Add to Asana when a form is submitted on Wix

By using this flow, you can reference the content of forms submitted on Wix and automatically add tasks to Asana.
By automatically adding the content of the form, you can reduce human errors such as input mistakes.
Additionally, by eliminating the time spent on manually registering tasks, the entire team can focus on resolving tasks, thereby improving work efficiency.

Summary

The integration of Channel Talk and Asana enhances customer support and is expected to improve satisfaction with the service.
Additionally, by efficiently managing tasks that are automated during customer inquiries, it prevents oversight and facilitates smooth information sharing across the team.
Quickly responding to customer requests can lead to positive reviews for the company or store, potentially attracting new customers.
Furthermore, collecting customer requests may lead to the development of new businesses or products.

Please utilize this integration to improve operational efficiency.