Cognito Forms + Asana + TextMagic SMS Integrations
How to connect Cognito Forms + Asana + TextMagic SMS
Zapier lets you send info between Cognito Forms, Asana, and TextMagic SMS automatically—no code required.
Do even more with Cognito Forms + Asana + TextMagic SMS
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 TextMagic SMS. 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 found
New Incoming Call
Triggers when someone calls your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Message
Triggers when a new incoming message is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PhoneRequired
Contact phone number in the international E.164 format (without a plus sign) or in the local format.
First Name
Last Name
Email
Company Name
ListsRequired
Assign contact to these lists.
Phone Number Format
Please choose the format in which your phone number will be submitted.
Country
If contact phone number is in the local format, please choose the default origin country of contact number.
Edit Existing Contact When Found
If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Shared
Should this list be shared with sub-accounts.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dedicated NumberRequired
Your TextMagic dedicated number.
Forward Calls ToRequired
Calls to selected TextMagic number will be forwarded to this phone. Phone number should be entered in international format without the plus sign (e.g. 447624800500).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Email address.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom FieldRequired
Custom Field ID.
ContactRequired
Contact ID.
Custom Field Value
Desired custom field value.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Name or Phone
Please specify a name or a number that you are searching for.
Exact Match
Return only exact search match instead of approximate search matches.
Include Shared Contacts?
Phone Number Format
Please choose the format in which your phone number will be submitted.
Country
If contact phone number is in the local format, please choose the default origin country of contact number.
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Name or Phone
Please specify a name or a number that you are searching for.
Exact Match
Return only exact search match instead of approximate search matches.
Include Shared Contacts?
Phone Number Format
Please choose the format in which your phone number will be submitted.
Country
If contact phone number is in the local format, please choose the default origin country of contact number.
PhoneRequired
Contact phone number in the international E.164 format (without a plus sign) or in the local format.
First Name
Last Name
Email
Company Name
ListsRequired
Assign contact to these lists.
Edit Existing Contact When Found
If the the contact is found using a phone number, it will be updated with the passed data. If "No" is selected and contact already exists, you will see an error.
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 foundNew Missed Call
Triggers when you miss an incoming call to your TextMagic number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Unsubscriber
Triggers when someone unsubscribes from your communication.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PhoneRequired
Phone number in E.164 (international) or in National format.
Country
Phone number country code. This option must be specified only if the phone number in a National format.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TextRequired
Phones
You should specify at least one phone number, contact or list. Phone numbers should be entered in the international E.164 format (without a plus sign) or in the local format.
Contacts
Message will be sent to these contacts.
Lists
Message will be sent to these lists.
From
One of allowed Sender ID (phone number or alphanumeric sender ID). If specified Sender ID is not allowed for some destinations, a fallback default Sender ID will be used to ensure delivery.
Maximum SMS Parts Count
Messages that are greater than this amount will be trimmed.
Reference ID
Optional custom message reference ID which can be used in your application infrastructure.
Phone Numbers Format
Please choose the format in which your phone numbers will be submitted.
Phone Numbers Country
If your phone numbers are in the local format, please choose the default origin country of your numbers.
Schedule Message
Schedule message to a specific date/time. This time is relative to Timezone field.
Timezone
Timezone of the Schedule Message field value. If not specified, your TextMagic account timezone will be used.
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 TextMagic SMS are located here https://www.textmagic.com/docs/api/
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.List Name
Include Shared Lists?
ActionThis is an event a Zap performs.SearchFind existing data in your appList Name
Include Shared Lists?
Name
Shared
Should this list be shared with sub-accounts.
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 + TextMagic SMS Integrations Work
- Step 1: Authenticate Cognito Forms, Asana, and TextMagic SMS.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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