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How Zapier works

Zapier makes it easy to integrate Asana with IntelligenceBank - no code necessary. See how you can get setup in minutes.

Select a trigger from Asana

A trigger is an event that starts your Zap and runs the workflow. For example, with Asana, a trigger could be "Completed Task."

A trigger is the event that kicks off your automated workflow.

Setup an action from IntelligenceBank

An action is what takes place after the automation is triggered. For example, with IntelligenceBank, the action could be "Add Record Multi-Upload Field File or URL."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Asana to IntelligenceBank

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Asana to IntelligenceBank integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Asana and IntelligenceBank to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
- Project
  Required
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It

New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Copy
- Workspace
- Project
  Required
- Task Template
  Required
- Name
  Required
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Task ID
  Required
Action
Search
- Email Address or ID
  Required
Action
Search
Get Tasks from Project
Retrieves a list of tasks associated with a specific project.
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Folder _id
- Search Keywords
Trigger
Polling
Try It
- Resolved
- Source Type
  Required
- Source
- Parent MarkUp Comment
- MarkUp Comment Creator
- Search Keywords
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Mark Task as complete?
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Mark Task as complete?
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
Trigger
Polling
Try It
- Platform URL
  Required
- Email Address
  Required
- Password
  Required
Action
Write
- Target
  Required
- Name
  Required
- File
  Required
Action
Write
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Record File _id
  Required
- Field _id
  Required
- File Name
  Required
- Source Record _id
  Required
- Request Comment
- Approvers
  Required
- Required By Date
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File Name
  Required
- Remote File Name
  Required
- Remote Connector Key
  Required
Action
Write
- Record _id
  Required
Action
Write
- File Tmp Name
  Required
Action
Write
- Group _id
  Required
- Group Name
  Required
- Group Description
Action
Write
- Resource Id
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Filter _id
  Required
Action
Write
- Group _id
  Required
Action
Write
- Record _id
  Required
Action
Write
- Workflow Request _id
  Required
Action
Write
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
Action
Search
- Source Type
  Required
- Source
- MarkUp Comment Creator
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Database _id
  Required
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
- 4. Filtering Condition - Field _id
- 4. Filtering Condition - Field Type
- 4. Filtering Condition - Date Range
- 4. Foreign Source _id
- 4. Filtering Condition - Foreign Field _id
- 4. Filtering Condition - Foreign Field Type
- 4. Filtering Condition - Search Value
- 4. Filtering Condition - Operator
- 4. Filtering Condition - Union
- 5. Filtering Condition - Field _id
- 5. Filtering Condition - Field Type
- 5. Filtering Condition - Date Range
- 5. Foreign Source _id
- 5. Filtering Condition - Foreign Field _id
- 5. Filtering Condition - Foreign Field Type
- 5. Filtering Condition - Search Value
- 5. Filtering Condition - Operator
- 5. Filtering Condition - Union
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- User Fullname to search for
- User Email to search for
- User _id to search for
- User id to search for
- User Division _id to search for
- User Group _id to search for
- User External Id to search for
Action
Search
- Parent Folder _id
- Sort by Field
  Required
- Sort order
  Required
- Keyword(s) to search for
- Max Results (1-100)
  Required
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Search or write

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Polling
Try It
- Workspace
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
Get Tasks from Project
Fetches a list of tasks associated with a specific project.
Action
Search
Get Tasks from Project
Retrieves a list of tasks associated with a specific project.
Action
Search
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Database _id
  Required
- Staged Record Submission Status
- Standard Record Submission Status
- Return Friendly Form Data
- General Keyword Search
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Search Keywords
Trigger
Polling
Try It
- Database _id
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- MarkUp Comment Creator
- Approved
- Mark Task as complete?
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Trigger
Polling
Try It
- Folder _id
- Search Sub-Folders
- Search Keywords
- Restrict Content Search
- File extension
- Return Friendly Form Data
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Trigger
Polling
Try It
- Database _id
  Required
- Record _id
  Required
Action
Write
- Database _id
  Required
- Create Record As Draft
- Owner Groups
- Owner Division
Action
Write
- Destination Folder _id
  Required
- Folder Name
  Required
- Folder Description
Action
Write
- Source
- Source Type
  Required
- Message
- XFDF Annotation
- Color
- Task ID
  Required
- Page
- X
- Y
- Record File Upload Type
- Restrict Content Search
Action
Write
- Folder _id
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - Original Filename
  Required
Action
Write
- Folder _id
- Resource URL
  Required
- Resource Name
- Resource Description
- Resource Date
- Resource Review Date
- Resource Usage Details
- Resource Owner
- Resource Ownership Type
- Resource Keyword Tags
Action
Write
- Markup Comment _id
  Required
Action
Write
- Database _id
  Required
- Record _id
  Required
- Update Record As Draft
  Required
- Owner Groups
- Owner Division
Action
Write
- Resource Name
- Resource Id
  Required
- File - Type
  Required
- File - Tmp Name
  Required
- File - Size
  Required
- File - New Name
  Required
- Create New Version
  Required
- New Version Comment
Action
Write
- Workflow Request _id
  Required
Action
Write
- Form Source
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Resource Id
  Required
Action
Write
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
Action
Search
- Record File _id
- Database _id
- Source
- Field _id
- Record File Upload Type
- Record File Entry Type
- Approval Revision
- Workflow Approval Status
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Folder _id
- Search Sub-Folders
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Restrict Content Search
- File extension
- 1. Filtering Condition - Field _id
- 1. Filtering Condition - Field Type
- 1. Filtering Condition - Date Range
- 1. Filtering Condition - Search Value
- 1. Filtering Condition - Operator
- 1. Filtering Condition - Union
- 2. Filtering Condition - Field _id
- 2. Filtering Condition - Field Type
- 2. Filtering Condition - Date Range
- 2. Filtering Condition - Search Value
- 2. Filtering Condition - Operator
- 2. Filtering Condition - Union
- 3. Filtering Condition - Field _id
- 3. Filtering Condition - Field Type
- 3. Filtering Condition - Date Range
- 3. Filtering Condition - Search Value
- 3. Filtering Condition - Operator
- 3. Filtering Condition - Union
Action
Search
- MarkUp Comment Creator
- Approved
- Mark Task as complete?
- Cancelled
- Record File Upload Type
- Reviewed Item Type
- Source Item _id
- Require Approval
- Reviewer
- Reviewer Responded
- Workflow
- Workflow Template
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
Action
Search
- Sort by Field
  Required
- Sort order
  Required
- Max Results (1-100)
  Required
- Search Keywords
- Template Group _id
  Required
- Group Name
  Required
- Group Description
Action
Search or write

Learn how to automate Asana on the Zapier blog

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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About IntelligenceBank

IntelligenceBank marketing operations software helps content marketers seamlessly manage digital assets, creative content approvals and compliance, and creative project management.

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Explore Asana + IntelligenceBank Integrations

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