Connect Asana and Pennylane to Build Intelligent Automations

Choose a Trigger

Asana

When this happens...

Choose an Action

Pennylane

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Created

New Task Created

Runs when a new task is created in your project.

New Story Added

New Story Added

Runs when a new story is added to a task.

Task Completed

Task Completed

Runs when a task in a project is marked as completed, excluding subtasks.

New Tag Created

New Tag Created

Runs when a new tag is created in your workspace

New Comment Added

New Comment Added

Runs when a new comment is added to a task.

New Project Created

New Project Created

Runs when a new project is created in Asana.

Do thisActions

Action is the task that follows automatically within your Asana integrations.

Create Task or Subtask

Create Task or Subtask

Creates a new task or subtask.

Assign Task to User

Assign Task to User

Assigns a task to a specific user.

Create Duplicate Task

Create Duplicate Task

Creates a copy of an existing Asana task, optionally including assignee, attachments, dates, subtasks, tags, and other selected fields.

Find Project

Find Project

Finds an existing project.

Get Task Details

Get Task Details

Gets details for a specific task or lists tasks by project, section, tag, or workspace.

Add Tag to Task

Add Tag to Task

Adds one or more tags to the specified task in the selected workspace and project.

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Frequently Asked Questions

How do I start an integration between Asana and Pennylane?

To start, connect both your Asana and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in Pennylane (or vice versa).

Can we customize how data from Asana is recorded in Pennylane?

Absolutely. You can customize how Asana data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Asana and Pennylane?

The data sync between Asana and Pennylane typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Asana to Pennylane?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Asana and Pennylane?

Yes, you can set conditional logic to control the flow of data between Asana and Pennylane. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Asana

About Asana

Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.

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Pennylane

About Pennylane

Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.

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