Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin integrating Slack with Asana, you first need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com and log into your account. If you are a new user, you can sign up for free, which provides you with 100 tasks monthly to explore the platform’s capabilities.

Once logged in, navigate to the Pabbly apps page and select Pabbly Connect. This will take you to the app dashboard where you can manage your workflows. To create a new workflow, click on the “Create from Scratch” button and name your workflow appropriately, such as “Automatically Turn Client Revision Requests in Slack into Asana Tasks.”

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for the integration. For this workflow, the trigger will be a new message sent in Slack. Choose Slack as your trigger application in Pabbly Connect and select the “New Message” event. This event will activate the workflow whenever a new message is posted in the specified Slack channel.

  • Select “Slack” as the trigger application.
  • Choose “New Message” as the trigger event.
  • Click on “Connect” to establish the connection with your Slack account.

After connecting, choose the specific channel where the messages will be monitored. For example, you might select “Client Revision Request” as your channel. Once set, click on “Save and Send Test Request” to ensure that the connection is functioning correctly. You should receive a response confirming the latest message from the channel.

3. Creating a Task in Asana from Slack Messages

Now that you have set up the trigger, the next step is to create a task in Asana whenever a new message is detected in Slack. In Pabbly Connect, add a new action step and select Asana as the action application. Choose the “Create Task” action event to establish this connection.

After connecting to Asana, select the workspace and project where you want the task to be created. For instance, if you have a project named “Client Tasks,” select that. In the task name field, map the message ID received from Slack. Additionally, include the message content in the task description to provide context.

  • Map the message ID from Slack to the task name in Asana.
  • Include the full message text in the task description.
  • Set the assignee to the appropriate team member.

Once all fields are mapped correctly, hit “Save and Send Test Request” to create the task in Asana. Check your Asana project to confirm that the task has been created successfully with the details from the Slack message.

4. Finalizing the Slack and Asana Integration

With both the trigger and action steps set up in Pabbly Connect, it’s time to finalize the integration. Make sure to review your workflow settings to ensure everything is configured correctly. Since Slack is a polling-based application, you can set the trigger time to check for new messages at specific intervals.

To adjust the polling frequency, right-click on the clock icon next to your trigger step and select “Set Trigger Time”. Choose your desired interval, such as every 10 minutes, to allow Pabbly Connect to check for new messages regularly. This ensures that tasks in Asana are created promptly as new messages come in on Slack.

After confirming all settings, save your workflow. You can now test the integration by sending a message in Slack and checking if a corresponding task is created in Asana. This integration streamlines your workflow by automating the task creation process based on Slack messages.

Conclusion

In this tutorial, we explored how to integrate Slack with Asana using Pabbly Connect. By automating task creation based on Slack messages, you can enhance team productivity and streamline your workflow. This integration allows for seamless communication and task management, ensuring that no important requests are overlooked.