How to integrate Zendesk with Asana to automatically add a task in Asana when a ticket is created in Zendesk
How to Integrate Applications
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2025-04-16
How to integrate Zendesk with Asana to automatically add a task in Asana when a ticket is created in Zendesk
a.ohta
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!
You want to respond to customer inquiries as quickly as possible, don't you? However, because you must respond accurately to the inquiry content, sometimes it is necessary to check with other departments. As a result, you may inevitably lose speed and it may take time to respond.
If you find yourself in such a situation and feel it is troublesome, why not integrate Zendesk and Asana? The compatibility between Zendesk, a customer support tool, and Asana, a work management tool, is excellent! If you want to review your workflow because you can automate the series of processes for customer inquiries, this is a must-see!
Benefits of Integrating Zendesk and Asana
1. Shortening of Workflow
When you need to check with other departments about inquiries received by the customer department, the customer department needs to communicate with the relevant department. Generally, the flow is that the relevant department responds, and the customer department conveys that content to the customer. However, if you integrate Zendesk and Asana, it becomes possible to add tickets added to Zendesk to Asana as well, so you can skip the entire process of contacting other departments every time a ticket is created!
2. Reduction of Errors
When checking the content of tickets with other departments, isn't there a possibility of miscommunication leading to discrepancies in understanding the content? If you manually transmit multiple created tickets, human errors that can occur with manual input may result in the conveyed content differing from the ticket. If you integrate Zendesk and Asana, tickets from Zendesk will be automatically added to Asana, which can help reduce such errors. This also leads to reducing the workload of the support team.
[About Yoom]
How to Create a Zendesk and Asana Integration Flow
From here, we will introduce the flow of adding tickets created in Zendesk to Asana.
First, complete the registration of Yoom by following the steps below.
1. Click "See Details" on the banner below 2. Click "Try this template" at the bottom of the transitioned screen 3. Register for Yoom
* If you have already completed registration, a login screen will be displayed, so please log in.
* 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 set in the flowbot will result in errors, so please be careful.
* Paid plans such as 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 flowbot template used this time Add to Asana when a ticket is created in Zendesk
My App Integration
If a display like the image appears, please select "My Apps" from the menu on the left side of the screen. We will now integrate Zendesk and Asana with Yoom. This is referred to as "My App Integration".
First, let's integrate Zendesk with Yoom. Select "Create New" at the top right and enter "Zendesk" in the search box.
Enter the account name and access token. Obtain the API token from the Zendesk Support Admin Center and encode it in base64 format. Please note that you need to log in with administrator privileges.
For more details, please check How to Register Zendesk My Apps. Once all required fields are filled, press Add at the bottom right.
Next, proceed with the Asana settings. Search for "Asana" from the new connection button at the top right.
A login screen like the above image will appear, so please log in. After that, the My App integration will be automatically completed, and you will be redirected to the Yoom screen.
This completes the integration of Zendesk and Asana. Next, let's set up the Flowbot using the template you copied earlier. If you haven't copied it yet, please copy the Flowbot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try this template" on the page you navigated to 3. Register for Yoom * If you have already completed the registration, the login screen will be displayed, so please log in.
Setting up Zendesk Triggers1. Open My Project Return to the Yoom screen and select "[Copy] Add to Asana when a ticket is created in Zendesk" from the menu on the left.
2. Open "When a new ticket is created" under the Zendesk icon The title and trigger actions are already set, so click Next.
4. Set the trigger activation interval
Set the trigger activation interval to determine how often tickets added to Zendesk are added to Asana.
* Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. * Please note that the shortest activation interval varies depending on the plan.
3. Enter the subdomain
Open Zendesk and copy & paste the subdomain from the URL according to the red frame.
4. Run the test Create a ticket in Zendesk, then click the test button from the Yoom screen. Once the test is successful, the Zendesk setup is complete. Press Save and proceed to the next step.
Setting up Asana1. Open "Add Task" under the Asana icon The title and trigger actions are already set, so click Next.
2. Set the task name
Enter the task name.
Click inside the box to display it as shown in the image. Select "When a new ticket is created" under the Zendesk icon.
The Zendesk ticket information sent in the test will be displayed in a list. Select the item that matches the box name. For example, in the image, the box name is "Task Name," so "Subject" is selected from the Zendesk information.
3. Set the Project ID and Section ID
Click inside the box, just like with the task name, to display a list.
Select the Project ID and Section ID where the Zendesk ticket will be added.
4. Set the task description and start date
Select "Details" for the task description. This setting will ensure that the contents of the Zendesk ticket are reflected in Asana.
It is recommended to select the creation date for the start date. This way, the date the ticket is created in Zendesk will be the start date.
5. Run the test Once the setup is complete, run the test and press Save.6. Turn the trigger ON
Once the creation of the Flowbot is complete, the display will appear as shown above. The trigger is initially set to OFF, so turn it ON. This completes the creation of a Flowbot using Zendesk and Asana.
Flowbot template used this time Add to Asana when a ticket is created in Zendesk
Other Examples of Automation Using Zendesk and Asana
There are many other examples of automation using Zendesk and Asana on Yoom, so here are a few introductions.
1. Update Zendesk Ticket Status When a Task is Completed in Asana This integration updates the Zendesk ticket status when a task is completed in Asana. When used in conjunction with this flow bot, it can further streamline the inquiry handling workflow.
2. Add to Google Spreadsheet when a ticket is created in Zendesk If you want to manage and edit data in more detail regarding Zendesk tickets, integration with Google Spreadsheet is recommended.
3. Update Notion information when a task is updated in Asana Integration with Notion is also possible, allowing for creative data management.
Summary
Manually entering tickets created in Zendesk to communicate with other departments can result in time loss. Additionally, to prevent communication errors and ensure more rapid and reliable information transmission, why not consider implementing automation like the one discussed here? This will also help reduce the burden on the customer department, allowing for a review of the workflow. Please take this opportunity to try it out.
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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