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Set up your first integration
Quickly connect Asana to Square with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Square - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Add Customer to Group" in Square.
You’re connected!
Zapier seamlessly connects Asana and Square, automating your workflow.
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
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant
- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
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Practical ways you can use Asana and Square
Create tasks for completed payments
When a payment is completed in Square, Zapier can create a new task in Asana. This ensures that every transaction generates a follow-up action, such as packaging an item or scheduling a shipment, keeping your operations on track and improving fulfillment times.
Business OwnerGet notified of new customers
When a new customer is added to Square, Zapier can notify your marketing team by creating a task in Asana. This allows the team to plan engagement strategies for onboarding and retention tasks, improving customer satisfaction and conversion efforts.
Marketing & Marketing OpsTrack new orders as tasks
When Square processes a new order, Zapier can automatically create a task in Asana. This helps project managers track work related to sales, such as order reviews or account follow-ups, ensuring no customer request or item is overlooked.
Project ManagementLearn how to automate Asana on the Zapier blog
Learn how to automate Square on the Zapier blog
Frequently Asked Questions about Asana + Square integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Square
How does the integration between Asana and Square work?
Our integration allows you to automate workflows by connecting Asana to Square through triggers and actions. When specified events occur in Square, such as a transaction being completed, certain actions can be automatically initiated in Asana, like creating a new task or updating a project.
What are some common triggers available with the Asana-Square integration?
Common triggers include events like a new transaction in Square, an updated customer profile, or an inventory change. These can prompt actions in Asana such as creating tasks, updating project details, or sending notifications to specific team members.
Can I create tasks in Asana from new transactions in Square?
Yes, you can set up a trigger so that every time a new transaction is processed in Square, an automatic action creates a corresponding task in Asana. This task can include details of the transaction for easy reference.
Is it possible to update project details in Asana based on changes in Square?
Absolutely! Changes detected in Square, such as inventory updates or modifications to customer information, can trigger updates to project details within your linked Asana workspace. This helps maintain consistency across platforms.
What actions can be automated from changes detected in customer profiles on Square?
When changes are made to customer profiles on Square, our system can automate actions like adjusting project statuses or assigning follow-up tasks within Asana. This ensures all team members have the most up-to-date information.
Does the integration support multi-step workflows between Square and Asana?
Yes, you can create complex multi-step workflows that involve multiple triggers and actions across Square and Asana. This could mean starting with a completed sale triggering task creation and then automatically assigning it based on specific criteria.
Are there any limits on how many times an action from Asana-Square integration can run?
The frequency of automation depends on your subscription level with us. Certain plans offer more runs per month than others. However, each setup is designed to efficiently maximize productivity within these parameters.
