Actionstep + Asana Integrations

How to connect Actionstep + Asana

Zapier lets you send info between Actionstep and Asana automatically—no code required.

When this happens...

Matter Step Changed

Triggers when a step change occurs on an action/matter.

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Add Task to Section of Project

Adds a task to a section of a project.

Supported triggers and actions

What does this mean?

New Matter
Triggers when an action/matter is created.
Trigger
Instant
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
New File Note
Triggers when a new file note is created.
Trigger
Instant
New Contact
Triggers when a participant/contact is created.
Trigger
Instant
Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant

New Task
Triggers when a new task is created.
Trigger
Instant
Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant

Add Participant to Matter
Adds a participant to an action/matter.
Action
Write

Actionstep
Creates a new action/matter.
Scheduled
Action
Actionstep
Creates a company contact.
Scheduled
Action
Actionstep
Creates a new file note for an action/matter.
Scheduled
Action
Actionstep
Creates an individual contact.
Scheduled
Action
Actionstep
Creates a task for an action/matter.
Scheduled
Action
Actionstep
Create a disbursement.
Scheduled
Action
Actionstep
Creates a time entry.
Scheduled
Action
Actionstep
Update company contact
Scheduled
Action
Actionstep
Updates an existing file note.
Scheduled
Action
Actionstep
Update an individual contact
Scheduled
Action
Actionstep
Updates a matter.
Scheduled
Action
Actionstep
Updates a matter custom field value.
Scheduled
Action
Actionstep
Updates a task.
Scheduled
Action
Actionstep
Find a matter custom field based on the supplied custom field name.
Scheduled
Action
Actionstep
Finds a tax code record based on the supplied code.
Scheduled
Action
Actionstep
Retrieve a matter custom field value based on the supplied custom field id and matter id.
Scheduled
Action
Actionstep
Find a contact/participant by name or ID.
Scheduled
Action
Actionstep
Finds a matter/action by name or ID.
Scheduled
Action
Actionstep
Find or Create Contact
Scheduled
Action
Actionstep
Find or Create Matter
Scheduled
Action
Actionstep
Find or Create Participant
Scheduled
Action
Asana
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Scheduled
Trigger
Asana
Triggered when you add a new project.
Scheduled
Trigger
Asana
Triggered when you add a new story.
Scheduled
Trigger
Asana
Triggered when you add a new subtask.
Scheduled
Trigger
Asana
Triggered when you create a new tag.
Scheduled
Trigger
Asana
Triggered when you add a new task to a project.
Instant
Trigger
Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
Asana
Triggered when you add a new team.
Scheduled
Trigger
Asana
Triggered when a task in a project is updated.
Instant
Trigger
Asana
Triggered when you add a new user.
Scheduled
Trigger
Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
Asana
Attaches a File to a task.
Scheduled
Action
Asana
Adds a subtask to an existing task.
Scheduled
Action
Asana
Adds a new project.
Scheduled
Action
Asana
Adds a new story (a comment is a story).
Scheduled
Action
Asana
Adds a new task.
Scheduled
Action
Asana
Adds a task to a section of a project.
Scheduled
Action
Asana
Updates an existing Task.
Scheduled
Action
Asana
Finds an existing project.
Scheduled
Action
Asana
Finds an existing section within a workspace project.
Scheduled
Action
Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
Asana
Finds an existing task by its ID.
Scheduled
Action
Asana
Finds an existing user of your Asana account.
Scheduled
Action
Asana
Finds or creates a specific find project.
Scheduled
Action
Asana
Finds or creates a specific find task 2.
Scheduled
Action
Asana
Finds or creates a specific find task id.
Scheduled
Action

How Actionstep + Asana Integrations Work

Step 1: Authenticate Actionstep + Asana.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.