Integrate Asana with Formstack Using Pabbly Connect: A Step-by-Step Guide

Learn how to create Asana tasks from Formstack form submissions using Pabbly Connect. This detailed tutorial covers every step for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Asana tasks using Formstack form submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and entering ‘Pabbly.com/connect’ in your browser’s address bar.

Once on the Pabbly Connect page, you will have the option to sign in or sign up if you don’t already have an account. Signing up is free, and you will receive 100 free tasks per month to explore the platform’s features.

2. Creating a Workflow in Pabbly Connect

After logging in to Pabbly Connect, click on the ‘Create Workflow’ button. You will then need to name your workflow, such as ‘Formstack to Asana’, to clearly indicate its purpose.

Once the workflow is created, you will see two sections: the trigger and the action. The trigger is where you will specify what event starts the automation. For this integration, select Formstack as the trigger application and choose ‘New Form Submission’ as the event.

• Select Formstack as the trigger app.
• Choose ‘New Form Submission’ as the event.
• Connect your Formstack account with Pabbly Connect.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is properly capturing data from your Formstack form.

3. Filling the Formstack Form

Next, you need to fill out your Formstack form to test the integration. The form should include fields for name, email, task name, and description. For example, you might enter:- Name: John Adams- Email: [email protected] Task Name: Pabbly Connect Integration- Description: ‘Hello, I am facing an issue with integration between Google Sheets to Gmail. Please resolve it. Thank you!’

Once you have filled out the form, click on ‘Submit’. This action will trigger the webhook response in Pabbly Connect, confirming that the data has been received successfully. You will see a response with the details you entered, which indicates that the integration is working correctly.

4. Setting Up Asana in Pabbly Connect

Now that you have configured the trigger, it’s time to set up the action in Asana. In Pabbly Connect, select Asana as the action application and choose ‘Create Task’ as the action event.

Click on ‘Connect’ to link your Asana account. You will need to authorize Pabbly Connect to access your Asana data. After connecting, select your workspace and the project where the task will be created.

• Choose the correct workspace in Asana.
• Select the project for the new task.
• Map the task name and description from the Formstack submission.

Once you have set up the mapping, click ‘Save and Send Test Request’. This will create a new task in Asana based on the details submitted through the Formstack form.

5. Verifying the Integration

To verify that the integration works, return to your Asana account and check if the new task appears. For instance, you should see a task titled ‘Pabbly Connect Integration’ with the description you provided.

To ensure everything is functioning correctly, repeat the form submission with different data. For example, submit another entry with:- Name: Jenny Thomas- Email: [email protected] Task Name: Trigger Issues- Description: ‘I am facing an issue with my high-level contact trigger. Please resolve it. Thank you!’

After submitting this new form, check Asana again. You should see the new task created automatically, demonstrating that the integration between Formstack and Asana using Pabbly Connect is successful.

Conclusion

Integrating Asana with Formstack using Pabbly Connect allows for seamless task management based on form submissions. By following the steps outlined in this tutorial, you can automate your workflow efficiently.

This integration not only saves time but also ensures that your team stays organized and informed about new tasks. Start using Pabbly Connect today to enhance your productivity!