Asana Integration

Zephyr documentation

How Asana Integration Works

Zephyr can create Asana tasks as a workflow action using OAuth 2.0. When a workflow triggers, the asana_task action creates a task in your chosen Asana project with the email content or AI-processed result as the task notes. Use it to turn client request emails or action item emails into tracked tasks automatically.

Setting Up Asana

1) Go to app.asana.com/0/my-apps and create a new app.

2
Set the redirect URL to your Zephyr API URL + /connectors/asana/callback.
3
Copy the Client ID and Client Secret.
4
Add them as SSM parameters: /zephyr/prod/asana-client-id and /zephyr/prod/asana-client-secret.
5
Deploy Zephyr.
6
In Settings > Connected Services, click Connect on the Asana card and authorize in the browser window that opens.

Creating Asana Workflows

Example: 'When a client emails a request, create an Asana task in my project'. The AI generates a workflow with asana_task specifying your Project ID. You can also set an optional due date (dueOn field) in the action config. Tasks are created with the email subject as the task name and the workflow result as the notes.

Finding Your Project ID

Open your Asana project in the browser. The URL contains the project GID, which is the long number in the path (for example, asana.com/0/1234567890123456/list). Copy that number and use it as the Project ID in the asana_task action.