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How to Get WhatsApp Alerts for New Asana Tasks Automatically

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Asana and WhatsApp, you need to access Pabbly Connect. First, open a new tab and navigate to pabby.com/connect. This will take you to the Pabbly Connect landing page.

If you’re new to Pabbly, you can sign up for free to get 100 tasks. This allows you to test the integration without any cost. Once logged in, you will be directed to your dashboard where you can create your workflow.

2. Creating a Workflow in Pabbly Connect

Once you’re on the dashboard of Pabbly Connect, click on the “Create Workflow” option. You can use the quick build feature to generate a template by simply describing your requirement.

Select the event when a new task is added in Asana.
Choose WhatsApp Cloud API to send notifications.
Approve and create the workflow.

This will set up the initial connection between Asana and WhatsApp, enabling you to receive notifications whenever a new task is created.

3. Connecting Asana to Pabbly Connect

After creating the workflow, the next step is to connect Asana to Pabbly Connect. Click on the “Add New Connection” button and select “Connect with Asana”. The connection process is straightforward if you’re already logged into Asana.

Choose the project from which you want to receive notifications. For instance, select “All Teams” if that’s where your tasks are created. Click on the “Save and Send Test Request” button to ensure that the connection is successful.

4. Filtering Tasks Before Sending Notifications

To ensure that only relevant notifications are sent, you need to add a filter in Pabbly Connect. This step is crucial to avoid unnecessary alerts. Select the “Filter by Pabbly Event” option and set the condition to check if the task description is not empty.

Configure the filter to only proceed if the task description exists.
Click on “Save and Send Test Request” to check the filter’s effectiveness.

This ensures that only tasks with descriptions will trigger a notification to WhatsApp, keeping your alerts relevant and concise.

5. Sending Notifications to WhatsApp

Finally, you will set up the WhatsApp notification using the WhatsApp Cloud API through Pabbly Connect. Click on the “Add New Connection” button and enter your API details, including the token and phone number ID.

Craft the message template you want to send. For example, you can write: “New ClickUp task assigned: Hello team, a new task has been created in ClickUp.” Map the data fields to include dynamic task information, ensuring that each notification is personalized.

Conclusion

This tutorial demonstrated how to integrate Asana and WhatsApp using Pabbly Connect. By following these steps, you can receive instant notifications for new tasks, keeping your team informed and organized.