Asana + Factomos Integrations
How to connect Asana + Factomos
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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 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.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
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 foundContact Type
Type of contact among (prospect, client, supplier)
Contact Company Name
Required if Client Type is Enterprise (B2B).
Contact Reference
Internal reference of your contact
Registration number
Registration number of the company. For france, it is : SIRET
Vat Number
For France : N° TVA.
Contact's website
Website URL of your contact
Client Phone number
The phone number of your client
Contact Description
Internat Comments about your client
Contact title
The title of the contact among ('MR', 'MRS', '')
First name
First name of the contact
Last nameRequired
The last name of the contact
E-mail
The email of the contact
Phone number
The phone number of the contact
Contact Language
The language of the contact for the futur quotes or invoices
Address
Street number and name of the address
Address More
Zipcode
City
Country
Country iso code (ex: FR, ES)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Public Id of the contact, can be retrieve with the action "Find Contact"
Invoice object
Subject of the invoice
Invoice attention
Attention of the invoice (To the attention of)
Invoice date
Date of the invoice (ex: 2021-02-10), If not present, will be current date
Date of Payment
Date of payment (deadline, ex: 2021-02-10), if not present will be the default deadline of the account
Invoice Paid Mention
Is the invoice paid or not ? 'pay_before ' : display the mention "Payable before <invoice_due_date>" 'paid' : display the mention "Paid <invoice_due_date>" 'pay_on_receive': display the mention "Pay on receive"
Prices include tax?
If prices in Factomos and Woocommerce are defined including taxes (TTC), set to true
Article idRequired
Public Id of the articles in Factomos
Article title
The name of the article from WooCommerce.
Article quantity
The quantity of the article ordered
Article price
The unit price of the article (without taxes)
Article VAT Rate
The VAT rate for this article
Article Total VAT
The total VAT paid for this article (for whole quantity)
Article description
The description for the article
Article line mode
The "line_mode" section from the "Find Articles" step, useful in case of article images.
Invoice Comment
Comment at the end of the invoice
Invoice creation mode in FactomosRequired
DRAFT INVOICE to test the creation of an invoice. This will create a draft invoice in factomos, that will need to be manually validated to become a real invoice. REAL INVOICE only once everything seems to work, to use live with real orders.
Send invoice to customer via email
Set to TRUE to automatically send the invoice to the customer's email address via Factomos after creating it.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WooCommerce Website DomainRequired
The domain of your WooCommerce website, formatted like
www.myshop.comWooCommerce API Consumer KeyRequired
Found in WooCommerce admin (see documentation)
WooCommerce API Consumer SecretRequired
Found in WooCommerce admin (see documentation)
Product ID
The WooCommerce product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Keyword
keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
ActionThis is an event a Zap performs.SearchFind existing data in your appKeyword
keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
Contact Type
Type of contact among (prospect, client, supplier)
Contact Company Name
Required if Client Type is Enterprise (B2B).
Contact Reference
Internal reference of your contact
Registration number
Registration number of the company. For france, it is : SIRET
Vat Number
For France : N° TVA.
Contact's website
Website URL of your contact
Client Phone number
The phone number of your client
Contact Description
Internat Comments about your client
Contact title
The title of the contact among ('MR', 'MRS', '')
First name
First name of the contact
Last nameRequired
The last name of the contact
E-mail
The email of the contact
Phone number
The phone number of the contact
Contact Language
The language of the contact for the futur quotes or invoices
Address
Street number and name of the address
Address More
Zipcode
City
Country
Country iso code (ex: FR, ES)
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
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.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 foundArticle NameRequired
The name of the article, will be displayed in the quotes / invoices lines
Article Type
Type of the article among (service, product)
Article description
The description of the article
Article unit
Unit of the article (day, kg, etc ...)
Article price
Price of the article
Article supplier price
The article price of the supplier
Vat rate
Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Public Id of the contact, can be retrieve with the action "Find Contact"
Estimate subject
Subject of the estimate
Estimate attention
Attention of the estimate (To the attention of)
Estimate date
Date of the estimate (ex: 2021-02-10), If not present, will be current date
Article IdRequired
Public Id of the article, can be retrieve with the action "Find Article"
Article description
If not present, will be the default description of the article
QuantityRequired
Number of articles for this line
Price
Price of the Article, if not present will be the default price of the article
Vat rate
Vat rate in percentage (ex: 20), if not present will be the default rate of the article For France : Taux de TVA
Estimate Comment
Comment at the end of the estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice PIDRequired
The invoice pid given by Factomos after creating the invoice
Payment type
The type of the payment to set in Factomos. Possible values are : "transfer": Bank transfer, "card": Credit/Debit card, "check": Check, "cash": Cash, "order": Direct debit, "other": Any other payment method
Payment date
The date of the payment, given by WooCommerce
Total amount paidRequired
Total amount paid (with taxes) for the order, given by WooCommerce
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Article ReferenceRequired
The article's reference, in common with Factomos
Article PriceRequired
The article's price in WooCommerce
Article Total VATRequired
The article's total vat (excluding taxes, for total quantity) from WooCommerce
Article QuantityRequired
Total quantity of this article in order on WooCommerce
Article NameRequired
Article name, given by WooCommerce
Article description
The article description (under the title in the invoice). For all articles except shipping which will be the shipping method.
Article Product ID
WooCommerce product ID for the given article (only useful for Article Images)
Default Article PID
If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
Shipping Article PID
The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
Shipping Total
Total shipping fees for the invoice, excluding taxes (HT)
Shipping Tax
The total taxes paid for shipping, via WooCommerce
Tax Lines Rate Percent
The different tax rates that can be applied, from WooCommerce
Tax Lines Totals
The total taxes paid per tax type, given by WooCommerce
Total paidRequired
Total paid for the order, given by WooCommerce
Total taxes paidRequired
Total taxes paid for the order, given by WooCommerce
Shipping MethodRequired
The shipping methods given by WooCommerce
Image ID
The id (= product id) resulting from the optional "Find Article Images" step
Image SRC
The image src (url) given by the optional "Find Article Images" step
ActionThis is an event a Zap performs.SearchFind existing data in your appArticle ReferenceRequired
The article's reference, in common with Factomos
Article priceRequired
Price of the article
Article Total VATRequired
The article's total vat (excluding taxes, for total quantity) from WooCommerce
Article QuantityRequired
Total quantity of this article in order on WooCommerce
Article NameRequired
Article name, given by WooCommerce
Article description
The description of the article
Article Product ID
WooCommerce product ID for the given article (only useful for Article Images)
Default Article PID
If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
Shipping Article PID
The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
Shipping Total
Total shipping fees for the invoice, excluding taxes (HT)
Shipping Tax
The total taxes paid for shipping, via WooCommerce
Tax Lines Rate Percent
The different tax rates that can be applied, from WooCommerce
Tax Lines Totals
The total taxes paid per tax type, given by WooCommerce
Total paidRequired
Total paid for the order, given by WooCommerce
Total taxes paidRequired
Total taxes paid for the order, given by WooCommerce
Shipping MethodRequired
The shipping methods given by WooCommerce
Image ID
The id (= product id) resulting from the optional "Find Article Images" step
Image SRC
The image src (url) given by the optional "Find Article Images" step
Article NameRequired
The name of the article, will be displayed in the quotes / invoices lines
Article Type
Type of the article among (service, product)
Article unit
Unit of the article (day, kg, etc ...)
Article supplier price
The article price of the supplier
Vat rate
Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
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 Asana + Factomos Integrations Work
- Step 1: Authenticate Asana and Factomos.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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