Automate Subtask Creation in Asana from New Zendesk Tickets Using Pabbly Connect

Learn how to automate subtask creation in Asana from new Zendesk tickets using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To automate the process of adding subtasks in Asana from new Zendesk tickets, you need to start by accessing Pabbly Connect. This powerful integration tool allows seamless connections between your applications.

First, sign up for a free account on the Pabbly Connect website. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. Here, you can name your workflow appropriately, such as ‘Zendesk to Asana Subtask Automation’. After naming, click on ‘Create’ to proceed.

2. Configuring the Trigger Event in Pabbly Connect

In this step, you will configure the trigger event that will initiate the workflow. Select Zendesk as the trigger application and choose the event as ‘New Ticket’. This setup will allow Pabbly Connect to listen for new tickets created in Zendesk.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. Copy this URL as it will be used to create a connection in Zendesk. Follow these steps to set up the webhook in Zendesk:

• Go to Zendesk and navigate to Admin Center.
• Under ‘Apps and Integrations’, select ‘Webhooks’.
• Click on ‘Create Webhook’ and fill in the necessary details, including the copied webhook URL.

Once the webhook is created, you can test it to ensure that it is correctly set up. This testing will confirm that your integration is ready to capture new Zendesk tickets.

3. Creating Subtasks in Asana Using Pabbly Connect

With the trigger configured, the next step is to set up the action in Asana for creating subtasks. In the action application dropdown, select Asana and choose the action event ‘Create a Subtask’. This will enable Pabbly Connect to create a subtask in Asana whenever a new ticket is created in Zendesk.

Click on the connect button to establish a connection with Asana. You may need to log in to your Asana account if you are not already logged in. Once connected, you will be prompted to select the parent task under which the subtask will be created. To do this, you need the task ID from Asana, which you can find in the URL of the task.

• Open the task in Asana and copy the task ID from the URL.
• Paste the task ID in the parent task field in Pabbly Connect.
• Map the other fields like name, notes, and assignee from the Zendesk ticket data.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a subtask in Asana. You should see the new subtask appear in your Asana project, confirming that the integration works successfully.

4. Testing and Verifying the Integration

Once you have configured the integration, it is essential to test and verify that everything is functioning correctly. Create a new ticket in Zendesk to trigger the workflow. As soon as the ticket is created, Pabbly Connect will capture the ticket information and create a corresponding subtask in Asana.

Check your Asana project to see if the subtask has been created. Ensure that the task name, description, and other details match the information from the Zendesk ticket. This verification step is crucial to confirm that the data is flowing correctly between the two platforms.

If the subtask is created successfully, your integration is complete! You can now automate the process of adding subtasks in Asana from new Zendesk tickets without manual intervention.

Conclusion

In this tutorial, we explored how to automate the creation of subtasks in Asana from new Zendesk tickets using Pabbly Connect. By setting up a trigger for new tickets in Zendesk and configuring an action to create subtasks in Asana, you can streamline your task management process effectively. This integration saves time and enhances productivity, allowing you to focus on what matters most.