Asana integration
Connect Asana with your Softr applications to turn form submissions, sign-ups, and record changes into real work — create tasks, keep projects up to date, and keep your team aligned without any manual data entry. Build workflows that push the right work into Asana the moment it happens in your app.
Overview
The Softr Asana integration lets your app create and manage work in your Asana workspace directly from your workflows. Trigger tasks from form submissions, user sign-ups, button clicks, or record updates, add comments and subtasks to keep conversations in sync, and pull in users and projects to enrich what you build.
Whether you’re building a client portal, an internal task tracker, or a project-status dashboard, Asana gives your Softr app a live connection to how your team actually delivers work — new requests become tasks, status changes flow back and forth, and everyone stays on the same page in real time.
Available Actions
Task: Create
Create a new Asana task whenever a workflow runs — set the name, description, assignee, due date, project, and more — so a form submission or sign-up becomes actionable work instantly.
Task: Get
Pull a single task into your workflow to display it in a Softr list, log it to a record, or use its details in the next step.
Task: Update
Change any field on an existing task — reassign it, move its due date, or mark it complete — automatically as records change in your app.
Task: Delete
Remove a task that’s no longer needed, keeping your Asana workspace tidy as work is cancelled or cleaned up.
Task: List
Pull a list of tasks from a project, section, or assignee into your Softr app to power a live task board or project dashboard.
Task: Search
Find tasks across a workspace by assignee, project, tag, or date range — perfect for surfacing overdue or high-priority work in a digest or dashboard.
Subtask: Create
Break a task down into steps by adding subtasks automatically — ideal for spinning up a checklist when a new client or project kicks off.
Subtask: List
Pull the subtasks of a task into your workflow to show progress or drive the next step.
Comment: Add to Task
Post a comment on a task to keep everyone in the loop — log a status update, a customer note, or a hand-off message right where the work lives.
Tag: Add to Task
Apply a tag to a task to categorize it by customer, priority, or stage as it moves through your workflow.
Tag: Remove from Task
Take a tag off a task once it’s resolved or moves to a new stage.
Project: Create
Spin up a new project when a new client, campaign, or initiative starts, so work has a home from day one.
Project: Get
Pull a project’s details into your workflow to display or reference in later steps.
Project: Update
Keep a project’s name, dates, owner, or status in sync with what’s happening in your Softr app.
Project: Delete
Remove a project that’s been cancelled or archived.
Project: List
Pull the list of projects in a workspace to power a project picker or portfolio view inside your Softr app.
User: Get
Look up a specific workspace member to assign work to the right person or personalize a task.
User: List
Pull the members of a workspace into your Softr app to build assignee pickers or team directories.
Key Benefits
- No-code work automation: Set up task creation, updates, comments, and clean-up visually inside Softr — no scripting or API keys required.
- End-to-end task lifecycle: Create, update, comment on, tag, and complete tasks driven by what your users do in your app.
- Always-current options: Workspaces, projects, users, tags, and teams load live from your connected account, so your dropdowns stay up to date.
- Real-time team alignment: New requests become Asana tasks the moment they arrive, and status changes stay in sync both ways.
- Powerful search and filtering: Surface tasks by assignee, project, tag, or due date to build focused dashboards and digests.
Example Use Cases
| Use Case | Description |
|---|---|
| Form-to-task intake | A Softr form submission creates an Asana task with the request details and assigns it to the on-duty team member. |
| Client onboarding checklist | When a new client signs up, auto-create a task with a set of subtasks so nothing in the onboarding gets missed. |
| Status sync | When a record moves to “In progress” in your Softr database, update the linked Asana task and post a comment. |
| Internal task portal | Build a Softr page that lists open Asana tasks for a project, with a quick-update form so your team can act without leaving the app. |
| Overdue-work digest | Search for tasks due before today that aren’t complete, and feed them into a daily email or Slack digest. |
| New-project provisioning | Spin up a new Asana project automatically whenever a new campaign or client is added in Softr. |
How to Connect Softr with Asana
- Open your Softr app and go to Workflows.
- Create a new workflow and add an Asana action — create a task, update a task, add a comment, create a project, and more.
- Click Connect to Asana and complete the auth step — sign in with Asana to authorize Softr, or paste a personal access token from your Asana account settings.
- Select the workspace the action should work in, then pick the project or task it applies to.
- Map fields from your Softr forms, records, or previous workflow steps to the action’s inputs.
- Save and activate your workflow.