How to Create Asana Tasks from New Saved Slack Messages Using Pabbly Connect

Learn how to automate task creation in Asana from saved messages in Slack using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Slack and Asana Integration

To create tasks in Asana from saved messages in Slack, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect dashboard after signing up for an account. This automation tool allows seamless integration between Slack and Asana.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Slack to Asana’. After naming, click on the ‘Create’ button to proceed to the workflow page where you can define your trigger and action.

2. Defining the Trigger in Pabbly Connect

In this step, you will define the trigger event for your workflow. Select Slack as the trigger application in Pabbly Connect. The trigger event is set to ‘New Saved Message,’ which checks for saved messages in Slack every 10 minutes.

• Choose Slack as the trigger application.
• Select the trigger event ‘New Saved Message’.
• Click ‘Connect’ and add a new connection to Slack.

After connecting, allow Pabbly Connect to access your Slack account. This connection enables Pabbly Connect to fetch details of saved messages, which will be used to create tasks in Asana.

3. Filtering Messages in Pabbly Connect

Next, you will filter the messages to ensure that only specific saved messages trigger the task creation in Asana. This is done using the filter option in Pabbly Connect.

Set the filter to check if the channel ID of the saved message matches the desired channel. This ensures that only messages from the specified Slack channel will create tasks in Asana. To do this, map the channel ID from the previous step and set the filter type to ‘Equals’.

4. Formatting Text for Asana Tasks Using Pabbly Connect

In this step, you will format the text from the saved Slack message to extract the task title and description. Use the Text Formatter feature in Pabbly Connect to split the text based on a defined separator.

• Select the Text Formatter action event as ‘Split Text’.
• Map the text from the saved message.
• Define the separator (e.g., ‘note:’) to split the message into title and description.

This allows you to create a structured task in Asana using the mapped title and description from the saved Slack message.

5. Creating Asana Task Using Pabbly Connect

Finally, you will create a task in Asana using the formatted data from the previous step. Select Asana as the action application in Pabbly Connect and choose the action event ‘Create Task’.

Map the task name and notes fields using the results from the text formatter. Select the appropriate workspace and project in Asana where the task should be created. Once everything is set, click on ‘Save and Send Test Request’ to verify the integration.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Asana tasks from new saved Slack messages using Pabbly Connect. By following these steps, you can enhance your workflow efficiency and ensure that important tasks are never missed. Start using Pabbly Connect to streamline your task management process today!