How to Send Microsoft Teams Channel Messages for New Tasks in Asana Using Pabbly Connect

Learn how to integrate Asana with Microsoft Teams using Pabbly Connect to automate task notifications seamlessly. Follow this detailed tutorial for step-by-step guidance. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Asana with Microsoft Teams, the first step is to access Pabbly Connect. Start by visiting the Pabbly website at Pabbly.com and sign in or create a free account. Signing up gives you access to 100 free tasks every month, making it an excellent choice for automation.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘Asana to Microsoft Teams’. This sets the foundation for automating your task notifications.

2. Setting Up Trigger for New Tasks in Asana

In this step, you will set up the trigger for when a new task is created in Asana using Pabbly Connect. Select Asana as your trigger application and choose the trigger event labeled ‘New Task in Project’. This ensures that the automation will activate whenever a new task is added to your specified Asana project.

• Select Asana as the trigger application.
• Choose ‘New Task in Project’ as the trigger event.
• Connect your Asana account to authorize Pabbly Connect.

After connecting, select the project you want to monitor for new tasks. Once you save this configuration, Pabbly Connect will wait for a new task to be created in the selected Asana project, capturing relevant details like assignee and task name.

3. Creating a Dummy Task in Asana

To test the integration, create a dummy task in Asana. Go to your Asana dashboard, select the project you linked in Pabbly Connect, and add a new task, such as ‘Check SEO Strategy’. Assign this task to a user, for example, Ashmita, and set the due date and priority.

Once the task is created, return to Pabbly Connect. The platform will capture the response from Asana, showing details like the assignee’s name and the task title. This indicates that Pabbly Connect successfully received the data from Asana.

4. Setting Up Action to Send Messages in Microsoft Teams

Now, it’s time to set up the action in Pabbly Connect, which will send messages to Microsoft Teams when a new task is created in Asana. Choose Microsoft Teams as the action application and select the action event ‘Send Message in Channel’. This is crucial for notifying your team members about the new task. using Pabbly Connect

• Select Microsoft Teams as your action application.
• Choose ‘Send Message in Channel’ as the action event.
• Connect your Microsoft Teams account to Pabbly Connect.

Next, select the specific team and channel where you want to send the message. For instance, you might choose the ‘Digital Initiative’ team and the ‘General’ channel. Then, compose the message, incorporating dynamic fields for the assignee’s name and task title from the previous step.

5. Testing the Integration and Finalizing

After setting up the action, it’s essential to test the integration to ensure it works correctly. Click on the ‘Save and Send Test Request’ button in Pabbly Connect. This will send a message to the selected Microsoft Teams channel, notifying the assignee about the new task.

Once the test message is sent, check the designated Microsoft Teams channel to confirm that the message appears as expected. It should read something like, ‘Hey Ashmita Mandal, you have been allotted a task: Check SEO Strategy. Kindly look into it.’ This confirms that the integration is functioning seamlessly through Pabbly Connect.

Conclusion

In conclusion, integrating Asana with Microsoft Teams using Pabbly Connect allows for automated notifications about new tasks. This setup ensures that team members are promptly informed, enhancing productivity and task management. With these steps, you can streamline your workflow effectively.