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Set up your first integration
Quickly connect Tally to Asana with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Tally with Asana - 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 "New Submission" from Tally.
Add your action
An action happens after the trigger—such as "Add Tag to Task" in Asana.
You’re connected!
Zapier seamlessly connects Tally and Asana, 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.
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Practical ways you can use Tally and Asana
Track form submissions in your projects
When a new form submission is received in Tally, Zapier automatically creates a new task in Asana. Business owners can keep track of customer inquiries, feedback, or internal forms by managing them as tasks in Asana, improving organization and accountability.
Business Owner
Log incident reports from Tally into Asana
When someone fills out an incident report using a Tally form, Zapier adds the report as a new task in Asana. IT teams can streamline their issue handling process by ensuring every report is logged as a task, improving response times and task tracking.
ITConvert form submissions to marketing tasks
When a new survey response or form submission is completed in Tally, Zapier creates a task in Asana. This allows marketing teams to turn collected data into actionable tasks, such as organizing follow-up campaigns or analyzing feedback for strategy optimization.
Marketing & Marketing OpsLearn how to automate Tally on the Zapier blog
Learn how to automate Asana on the Zapier blog
Frequently Asked Questions about Tally + Asana integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Tally and Asana
How can I connect Tally to Asana?
To connect Tally to Asana, start by creating a Zap in our platform. You'll need accounts with both Tally and Asana, and you'll authorize access when prompted. Once connected, you can set triggers and corresponding actions between the two apps.
What triggers are available for Tally in the integration with Asana?
Currently, you can use form submissions as a trigger from Tally. Each time someone fills out a form in Tally, an action can be initiated in Asana.
What actions can be taken in Asana as part of the integration with Tally?
As part of the integration, when a form submission occurs in Tally, you can create or update tasks, add comments to tasks, or assign tasks directly within your Asana workspace.
Does the integration support mapping of specific form fields from Tally to task fields in Asana?
Yes, our integration allows for specific mapping of form fields from Tally to task fields in Asana. You can choose which fields should correspond and transfer data seamlessly between the platforms.
Can I automate recurring processes between Tally and Asana with this integration?
Absolutely! With our automation capabilities, you can set up recurring Zaps that handle processes between your forms in Tally and your tasks or projects in Asana according to your specified schedule.
Is it possible to trigger multiple actions in Asana from one form submission in Tally?
Yes, it is possible. Our integration allows you to chain multiple actions or set up multi-step Zaps so that a single form submission triggers various activities across your team's projects on Asana.
Can I track the history of actions performed via the integration between Tally and Asana?
We provide logs for all actions performed through our integrations. You can review these logs within your account's dashboard to track what has been completed following each trigger event.
