Integrate Asana with WhatsApp Notifications Using Pabbly Connect

Learn how to get WhatsApp notifications for updated tasks in Asana using Pabbly Connect. This step-by-step guide covers the entire integration process. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To initiate the process of getting WhatsApp notifications when an Asana task is updated, you need to access Pabbly Connect. This integration platform allows seamless connection between Asana and WhatsApp, ensuring you receive timely updates.

Start by navigating to the Pabbly Connect website at Pabbly.com/connect. Once there, you can either sign in with your existing account or create a new one if you’re a first-time user. After logging in, you will find the dashboard where all integrations can be managed.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that triggers a WhatsApp notification whenever a task is updated in Asana. Click on the blue ‘Create Workflow’ button on the dashboard. You will be prompted to name your workflow; you can use a descriptive title like ‘Get WhatsApp Notification When a Task is Updated in Asana’.

• Click on ‘Create’ to proceed.
• Select Asana as the trigger application.
• Choose ‘Updated Task in a Project’ as the trigger event.

After selecting the appropriate options, click on ‘Connect’ to link your Asana account with Pabbly Connect. This will allow the workflow to monitor updates in your Asana tasks.

3. Connecting Asana to Pabbly Connect

Once you have set up the trigger, you need to connect your Asana account to Pabbly Connect. Click on ‘Add New Connection’ and follow the prompts to authorize the connection. This step is crucial as it allows Pabbly Connect to access your Asana tasks.

After successfully connecting, select the specific project you want to monitor for updates. For example, if you are using the ‘Cross Functional Project Plan’, choose this from the dropdown menu. Then, click on ‘Save and Send Test Request’ to ensure everything is set up correctly.

4. Configuring WhatsApp Notifications

Now that Asana is connected, it’s time to set up the action that sends WhatsApp notifications. Select the action application as ‘Interact’, which is used for sending WhatsApp messages. Choose ‘Send WhatsApp Template Message’ as the action event.

• Click ‘Connect’ to link your Interact account with Pabbly Connect.
• Provide the secret key from your Interact account to establish the connection.
• Fill in the required fields, including phone number and template code.

Once all details are filled out, click on ‘Save and Send Test Request’ to verify that the WhatsApp notification is sent successfully when a task in Asana is updated.

5. Testing the Integration

With the integration set up, it’s essential to test if the WhatsApp notifications are functioning as intended. Go to your Asana account and update a task, such as changing the assignee or the task priority. This action should trigger the workflow in Pabbly Connect.

After making the changes, check your WhatsApp for the notification. You should receive a message indicating the task has been updated, confirming that the integration works correctly. Repeat this process for different tasks to ensure consistency in notifications.

Conclusion

Integrating Asana with WhatsApp notifications using Pabbly Connect streamlines your task management process by keeping you updated on important changes. This tutorial provided a detailed step-by-step guide to set up the integration effectively. By following these instructions, you can ensure timely notifications for any updates in your Asana tasks.