Create a ticket in Zendesk when a specific task is added to an Asana project

■Overview

If you use Asana for project management and Zendesk to handle customer inquiries, are you spending time manually transferring task information from Asana to Zendesk?

With this workflow, you can automatically create a Zendesk ticket when a task is added to a specific Asana project. Automating the integration between Zendesk and Asana eliminates manual data entry and enables smoother task management and customer support.

■Who This Template Is For

• Teams using Asana and Zendesk that struggle with manually linking tasks and tickets
• Managers who want to enable seamless information sharing between customer support and development teams
• Teams looking to streamline customer support in Zendesk based on Asana tasks

■Benefits of This Template

• Automatically create a Zendesk ticket when a task is added to Asana, reducing the time spent on manual data entry and switching between tools
• Prevent human errors such as data entry mistakes and missed ticket creation, enabling faster and more accurate customer support

■Workflow

1. First, connect Asana and Zendesk to Yoom
2. Next, select Asana as the trigger and set the action to “When a new task is added to a specific project”
3. Then, set up branching in the operation so that subsequent actions run only when specific conditions are met
4. Finally, set the Zendesk “Create a ticket” action in the operation to create a ticket using information retrieved from Asana

* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization Options

• In the Asana trigger settings, specify the workspace ID and project ID you want to include in the integration
• Customize branching conditions based on information retrieved by the preceding trigger, such as the Asana task assignee or specific keywords
• In the Zendesk “Create a ticket” action, reference the Asana task name, details, and other information to customize the ticket subject and body

■Notes

• Connect both Asana and Zendesk to Yoom.
• 【Zendesk】 is available only on the Team and Success plans. On the Free and Mini plans, operations and Data Connect configured in your workflows will result in errors.
• Paid plans, such as the Team and Success plans, include a 2-week free trial. During the free trial, you can use apps subject to plan restrictions.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Branching is an available feature (operation) on the Mini plan and above. On the Free plan, operations configured in your workflows will result in errors.
• Paid plans, such as the Mini plan, include a 2-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.