Cognito Forms + Asana + Google Drive Integrations
How to connect Cognito Forms + Asana + Google Drive
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Do even more with Cognito Forms + Asana + Google Drive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Asana, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new orders.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new refunds.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
Availability Start
Availability End
Not Available Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FormRequired
The form for which the document is to be generated.
Entry IdRequired
The Id of the entry for which the document is generated.
Template NumberRequired
The number of the document template to be used.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace / 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 foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFileRequired
File to Copy
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we name the new copy as "Copy of {original file name}".
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File NameRequired
File ContentRequired
Use plain text.
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
File IdRequired
Sharing PreferenceRequired
This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
Organization Domain
Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example:
yourcompany.com
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 Google Drive are located here https://developers.google.com/drive/api/v3/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.Folder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Parent Folder
Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
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
FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.IdRequired
FormRequired
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 Cognito Forms are located here http://help.cognitoforms.com/webhooks
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.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 foundDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Include Deleted
Should this trigger also on files that are deleted?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to Move
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
FolderRequired
Destination folder to move into. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
File to ReplaceRequired
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File to create a shortcut to
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Destination folder for shortcut. Keep clicking to drill down into child folders.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
ActionThis is an event a Zap performs.SearchFind existing data in your appFile NameRequired
Drive
The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Folder
Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
File Types
Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
FileRequired
A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
Convert to Document?
If yes, we will tell Google to convert this into an editable document.
File Name
By default, we use the same name and extension as the original file.
File Extension
Advanced: Can only be used if you also specify a file name.
Idempotency Key
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
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How Cognito Forms + Asana + Google Drive Integrations Work
- Step 1: Authenticate Cognito Forms, Asana, and Google Drive.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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