How to Connect Gmail to Asana Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Gmail with Asana using Pabbly Connect to create tasks from emails automatically. Follow this detailed guide for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Integration

To connect Gmail to Asana using Pabbly Connect, first, navigate to the Pabbly website. Type Pabbly.com in your browser. This platform allows you to automate workflows between various applications seamlessly.

Once on the Pabbly site, click on ‘Products’ and select ‘Pabbly Connect’. If you are new, click on the ‘Sign Up for Free’ button to create an account. If you already have an account, just click ‘Sign In’ to access your dashboard.

2. Create a Workflow in Pabbly Connect

After signing in, you’ll be directed to the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. Name it ‘Connect Gmail to Asana and Create Tasks from Emails’. This name can be customized according to your preference. using Pabbly Connect

Pabbly Connect operates on a trigger-action model. In this case, the trigger will be a new email received in Gmail, and the action will be creating a task in Asana. Start by selecting the trigger event by choosing ‘Email Parser’ as the application.

• Open the trigger window.
• Select the application as Email Parser.
• Copy the mail hook provided by Pabbly Connect.

After copying the mail hook, navigate to your Gmail account to set up email forwarding.

3. Set Up Email Forwarding in Gmail

In your Gmail account, click on the settings icon and select ‘See all settings’. Navigate to the ‘Forwarding and POP/IMAP’ tab. Click on ‘Add a forwarding address’ and paste the mail hook copied from Pabbly Connect.

Click ‘Next’ and then proceed to confirm the forwarding address. A confirmation code will be sent to the mail hook. Switch back to Pabbly Connect to retrieve the confirmation code from the response section.

• Paste the confirmation code back in Gmail settings.
• Enable forwarding for incoming mails to the mail hook.
• Save changes to finalize the setup.

Now, whenever a new email arrives, it will be forwarded to Pabbly Connect for processing.

4. Create a Task in Asana from Gmail

Return to Pabbly Connect and click on ‘Recapture Email’ to test the setup. Send a test email from your customer email account to your Gmail. Once the email is captured, you will see the details appear in Pabbly Connect. using Pabbly Connect

Next, add a filter action to ensure that only relevant emails create tasks in Asana. Choose ‘Filter’ as the application and set conditions based on keywords in the email subject, such as ‘issue’, ‘unable’, or ‘problem’.

Set the filter to check for keywords in the email subject. Save and send a test request to validate the condition. Proceed to create a task in Asana if the condition is met.

Now, select Asana as the application for the action step and set the action event to ‘Create a Task’.

5. Finalize the Task Creation in Asana

After selecting Asana, connect your Asana account to Pabbly Connect. Once connected, you will be prompted to select your workspace and project ID. Specify the task name and description using the details from the email. using Pabbly Connect

Assign the task to a team member and click on ‘Save and Send Test Request’ to create the task. Check your Asana account to confirm that the task has been created successfully with the correct details from the email.

Now that your workflow is set up, it will automatically create tasks in Asana from any relevant emails received in Gmail. This automation will save you time and keep your tasks organized.

Conclusion

By using Pabbly Connect, you can efficiently connect Gmail to Asana and automate task creation from emails. This integration enhances productivity by ensuring that important emails are transformed into actionable tasks seamlessly.