Asana + Brex Integrations
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Workspace
Required if no project is selected below. May be needed to avoid errors when selecting a Project below.
Project
Required if on the Asana Free plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Specify which project to watch for new stories.
Task
Specify which task. If blank, defaults to stories on the project itself only, but NOT all stories on all tasks.
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace
You may have to select a workspace if you get errors when loading Tags below.
TagRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planHelptext
Please specify a project, tag, or workspace of the task that you are duplicating.
Workspace
Project
Tag
NameRequired
The name of the new task.
Task Fields
One or more fields to be included in the duplicated task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
An existing section in the project after which the new section should be inserted. This field cannot be used in combination with "Section to Insert Before." Please use one or the other.
Section to Insert Before
An existing section in the project before which the new section should be inserted. This field cannot be used in combination with "Section to Insert After." Please use one or the other.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
Project
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Name
Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
Task Completed?
Name
Notes
Due On
Cannot be used if Due At field is filled in.
Due At
Cannot be used if Due On field is filled in.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the project to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Specify one or more projects to search for an existing task.
Task NameRequired
The name of the task to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Paginated results are only available if workspace is selected.
Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
The existing project that contains the task to be found.
NameRequired
The name of the task to find (exact match first, fuzzy match second).
Workspace / OrganizationRequired
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
Workspace / OrganizationRequired
Project
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Name
Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Transfer Failed
Triggers when a transfer has failed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Budget NameRequired
Name for the Budget
Budget Description
Description of what the Budget is used for.
Parent Budget ID
ID of parent Budget
Owner User IDs
User IDs of the members of the Budget - comma seprated list
Member User IDs
User IDs of the owners of the Budget - comma separated list
Period TypeRequired
Period type of the Budget
Limit AmountRequired
Budget Limit in decimal e.g. 317.50
Currency
The type of currency, in ISO 4217 format. Default to USD if not specified
Limit TypeRequired
Whether the Budget limit blocks spend
Spend TypeRequired
Whether this Budget only can be spent from by cards provisioned by this Budget
Start Date
The UTC date when the Budget should start counting
End Date
The UTC date when the Budget should stop counting
Limit VisibilityRequired
Determines if budget members are allowed to view the budget limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Department NameRequired
Department description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ID of the Brex Card
Recipient EmailRequired
Email address to send card details to
Sender NameRequired
Sender name. Shows up in the subject of the email
Message
Message to send with the card details
Expiry
Link expiry in number of 1 - 30 days. Defaults to 30 if not provided
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Cash Accounts
Lists all the existing cash accounts with their status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor name
Payment InstrumentRequired
AccountRequired
AmountRequired
Internal DescriptionRequired
External MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
Status
Manager
Department
Location
User Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IdRequired
Specify the Card ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Record Limit
Default is 100 records
Posted At Start
Cursor
The starting point for the set of items. If not set, the call will return the first set of items
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IdRequired
Find the Card by ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Name to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDepartment NameRequired
Department description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Workspace / Organization
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
Workspace
You may have to select a workspace if you get errors when loading Projects.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace / Organization
Specify which workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
You need to choose a project before you can choose a task.
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
You must have a custom template saved in a Workspace or Team. https://asana.com/guide/help/premium/custom-templates
Project NameRequired
Make Public?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent TaskRequired
Either search for an existing task, or "Use a Custom Value" and select the "Task ID" if the task was created by a previous step in this Zap.
Name
Notes
Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Followers
Hearted
Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Specify which project.
TaskRequired
Specify which task.
TextRequired
Specify your text.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
Workspace must be specified to get dropdown selections in the Task, Project and Section list below. Not required if you will be using custom values to set the fields below.
TaskRequired
Task to be moved to a project's section. The dropdown here will only include tasks that are assigned to you, but you can use this action with any task in the workspace selected above by specifying a "Custom Value" for this task field..
ProjectRequired
Project to which to move the task. Tasks can only be moved to projects in the same workspace..
Section
Section to which to move the task. Task will be moved to the bottom of the section. If section is not specified for a list-type project, the task will be moved to the no section area of the project. If the section is not specified for a board-type project, the task will be added to the first column of the board.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Asana are located here https://asana.com/developers/api-reference/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
The existing project that contains the task to be found.
Section NameRequired
The name of the section to find (exact match first, fuzzy match second).
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
This is the last, long number in the address bar when you view a Task or in the Task Link you can copy.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the project to find (exact match first, fuzzy match second).
WorkspaceRequired
Team
If you choose an Organization, you must specify a team. A team is used to group related projects and people together.
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspace / OrganizationRequired
ProjectRequired
Specify one or more projects to search for an existing task.
NameRequired
The name of the task to find (exact match first, fuzzy match second).
Section
Add the task to this Section within the Project. This can only be used when one
Projectis selected above.Description
You can format the description using markdown syntax: # Heading 1 ## Heading 2 **bold text** *italicized text* ~~strikethrough~~ > blockquote Ordered List 1. First item 2. Second item 3. Third item Unordered List - First item - Second item - Third item Code: `code` Link: [title](https://www.example.com) Note: Only the above syntax items will generate rich text in a task description.Send as Plain Text
Default
false. If you have issues with XML errors, set this totrueto resolve those.Due On
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due At. Ignores time.
Due At
You can use human readable dates like: "tomorrow" or "next week Tuesday". Cannot be used with Due On. Considers time.
Assignee
Assignee Status
Can only be set if the Assignee is also set.
Followers
Hearted
Tag
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPending Card Transactions
Triggers when a card has pending transactions
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UserRequired
Card Name
Card TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email
Phone
Payment Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Monthly Limit (in USD)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location NameRequired
Location Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Budget IDRequired
Add the ID of the Budget
Budget Name
Name for the Budget
Budget Description
Description of what the Budget is used for.
Owner User IDs
User IDs of the members of the Budget - comma seprated list
Member User IDs
User IDs of the owners of the Budget - comma separated list
Limit Amount
Budget Limit in decimal e.g. 317.50
Currency
The type of currency, in ISO 4217 format. Default to USD if not specified
Limit Type
Whether the Budget limit blocks spend
Spend Type
Whether this Budget only can be spent from by cards provisioned by this Budget
Start Date
The UTC date when the Budget should start counting
End Date
The UTC date when the Budget should stop counting
Limit Visibility
Determines if budget members are allowed to view the budget limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Email
Phone
Payment Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record Limit
Default is 100 records. Max allowed 1000
Next Cursor
The starting point for the set of items. If not set, the call will return the first set of items
From
Default date is 30 days before Today
To
Default date is Today
ActionThis is an event a Zap performs.SearchFind existing data in your appDepartment Name to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBudget IdRequired
Enter a Budget ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
Enter User ID - Example format cuuser_XXX
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Find the Vendors with this name.
Payment TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
Location Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How to connect Asana + Brex
- Step 1: Authenticate Asana and Brex.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.
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