How to connect Cognito Forms + Asana + NationBuilder
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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 NationBuilder. 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
Project
is 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 totrue
to 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 foundLimitations
This trigger experiences inconsistencies when handling large volumes of logged contacts in a nation. If you are expecting one person to make more than 100 contacts within a 5 minute period, please contact NationBuilder.
Person IDRequired
The NationBuilder ID of the person making the contact. Your zap will trigger every time this person makes a contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSiteRequired
The site in your nation that you want to check for new events.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLimitations
This trigger experiences inconsistencies when handling large volumes of updated people in a nation. If you are expecting updates to more than 100 people records within a 5 minute period, please contact NationBuilder.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson IDRequired
The NationBuilder ID of the person who is receiving the political capital.
AmountRequired
Political capital to be awarded. Negative values will deduct capital.
ReasonRequired
The reason the political capital was awarded or deducted.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Amount TypeRequired
Donation AmountRequired
Payment TypeRequired
Succeeded At
Timestamp representing when the donation succeeded. This is optional, but if not included, the donation will be considered failed. Can match any of the formats listed here.
Tracking Code
This is the tracking code slug for this donation type.
Page this donation is from (slug)
The slug of the donation page this donation should be credited to (primary website only)
Check/Wire/MO number
Will not be displayed in the Control Panel unless Payment Type is Check
Fundraiser
Email address of the person who should be credited with fundraising this donation.
Donation Custom Fields
Should include both the donation custom field slug (on the left) and the custom field value (on the right). e.g.
t_shirt_size
:medium
.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
The site in your nation that is housing the event.
EventRequired
The event in your nation you'd like to create the RSVP for.
Person IDRequired
The NationBuilder ID of the person RSVPing for the event.
Attended?
Did this person attend the event? Leave blank if the event hasn't happened yet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
Email Opt In
Has this person opted-in to email correspondence?
Mobile Phone
Mobile Phone Opt In
Has this person opted-in to mobile correspondence?
Home Phone
Work Phone
Street Address
Apt/Unit Number
City
State
Zip Code
County
Country Code
Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
Date of Birth
Should match the format
yyyy-mm-dd
.Tags
Please include each tag separated by a comma.
Created at
Timestamp representing when this person was created. Can match any of the formats listed here.
Support Level
The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
Recruiter
The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
Point Person
This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
Custom Fields
Should include both the custom field slug (on the left) and the custom field value (on the right). e.g.
t_shirt_size
:medium
.Employer
The name of the company for which this person works
Occupation
Latitude (home address)
Longitude (home address)
Trigger Webhooks?
Should this fire any create/update webhooks you may have in your nation? This defaults to true.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
The NationBuilder ID of the person in your nation to have the tag deleted.
Tag NameRequired
The name of the tag to be removed from the person in your nation.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
The NationBuilder ID of the person to add the private note.
Author ID
The NationBuilder ID of the person who created the private note.
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the membership
Person_IDRequired
Sometime called Signup ID or NationBuilder ID, this is the ID of the person.
Memberships Status
The current status of the membership, or a choice between "active", "grace period", "canceled", or "expired"
Status Reason
A description of how the membership acquired its current status
Expires On
A timestamp representing when the membership expires. Ex: "2014-07-21T13:48:51-07:00"
Started At
A timestamp representing when the membership was started. Ex: "2014-07-21T13:48:51-07:00"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person's Email
This email will be used to find the person in your nation, and return their details
External ID
The external_id of the signup record you are searching for.
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ID of the person you want to return.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 planNew 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
Project
is 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 totrue
to 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
Project
is 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 totrue
to 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
Project
is 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 totrue
to 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 foundLimitations
This trigger experiences inconsistencies when handling large volumes of new donations in a nation. If you are expecting more than 100 donations within a 5 minute period, please contact NationBuilder.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLimitations
This trigger experiences inconsistencies when handling large volumes of newly created people in a nation. If you are expecting more than 100 people records to be created within a 5 minute period, please contact NationBuilder.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson IDRequired
The NationBuilder ID of the person to add to the list. Note: Ensure ID exists. Current API behavior does not error with missing IDs. It is recommended that you use "Return Person" to verify ID exists.
ListRequired
The list in your nation that you would like to add the person to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
The NationBuilder ID of the person to log the contact against.
Author IDRequired
The NationBuilder ID of the person who made the contact.
Broadcaster ID
The ID of the broadcaster on whose behalf the sender made the contact.
Contact Status
Contact MethodRequired
Contact Type
Contact Note
Date of Contact
Must be formatted in ISO 8601 - as YYYY-MM-DDTHH:MM:SSZ (UTC) or YYYY-MM-DDTHH:MM:SS-HH:MM (Second HH:MM is offset time zone).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
The site in your nation where you want the new event to be created.
NameRequired
Event Description
Start Time/DateRequired
When does your event start? Can match any of the formats listed here.
End Time/DateRequired
When does your event finish? Can match any of the formats listed here.
TimezoneRequired
Should match format
UTC−06:00
Venue Name
Venue Street Address
Venue City
Venue State
RSVP Form: Phone?Required
When someone RSVPs to this event, is their mobile number required?
RSVP Form: Address?Required
When someone RSVPs to this event, is their address required?
RSVP: Allow guests?Required
When someone RSVPs, can they specify guests?
CapacityRequired
What is the limit on this event?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
The NationBuilder ID of the person to add the membership to.
Membership NameRequired
Membership StatusRequired
Membership Status Reason
A description of how the membership acquired its current status.
Membership Started At
A timestamp representing when the membership was started. Can match any of the formats listed here.
Membership Expires On
A timestamp representing when the membership will expire. Can match any of the formats listed here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
The site in your nation that is housing the event.
PetitionRequired
The ID of the petition in your nation you'd like to create the signature for.
Person IDRequired
The NationBuilder ID of the person RSVPing for the event.
Comment
Optional comment on this signature
Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
The NationBuilder ID of the person in your nation to have the tag deleted.
List of tagsRequired
Please separate each tag name into each field. Once you click away from the field, a new empty field will appear.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event IDRequired
What is the ID of the Event you're trying to update?
Page StatusRequired
What is the status of the page?
Site SlugRequired
The site in your nation where you want the new event to be created.
NameRequired
What is the name of the name of the event?
Headline
What is the headline for the page?
title
What is the title for the page?
Start TimeRequired
What is the start time of the event
End TimeRequired
What is the end time of the event?
Published AtRequired
Ex: 2022-10-06T13:12:11-07:00
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
ID of the person who was contacted.
ActionThis is an event a Zap performs.SearchFind existing data in your appDonor IDRequired
Please input donor ID, person ID or signup ID
Donation IDRequired
ID of the specific donation for the donor
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
This email will be used to find the person in your nation, and return their details
External ID
The external_id of the signup record you are searching for.
First Name
Last Name
Email Opt In
Has this person opted-in to email correspondence?
Mobile Phone
Mobile Phone Opt In
Has this person opted-in to mobile correspondence?
Home Phone
Work Phone
Street Address
Apt/Unit Number
City
State
Zip Code
County
Country Code
Should match the ISO-3166-1 alpha-2 format. Must be capitalized.
Date of Birth
Should match the format
yyyy-mm-dd
.Tags
Please include each tag separated by a comma.
Created at
Timestamp representing when this person was created. Can match any of the formats listed here.
Support Level
The level of support this person has for your nation (between 1 and 5). 1 being Strong support, 5 meaning strong opposition, and 3 meaning undecided.
Recruiter
The person who recruited this person (if you already know the recruiter's "NationBuilder ID" then select "Use Custom Value" to enter their ID).
Point Person
This person's point person (if you already know the point persons "NationBuilder ID" then select "Use Custom Value" to enter their ID).
Custom Fields
Should include both the custom field slug (on the left) and the custom field value (on the right). e.g.
t_shirt_size
:medium
.Employer
The name of the company for which this person works
Occupation
Latitude (home address)
Longitude (home address)
Trigger Webhooks?
Should this fire any create/update webhooks you may have in your nation? This defaults to true.
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 + NationBuilder Integrations Work
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