Asana

Connect Asana with MESA

When you're setting up your first workflow with Asana, you'll need to create a credential through MESA's Asana app or use your own custom Asana app. Click on the Authenticate with Asana button.

You will see a screen asking you to grant MESA permission to connect with your Asana account. Once you have reviewed the permissions, click on Allow

Afterwards, you will be brought back to your current workflow and you are all set! MESA is now connected with your Asana account.  


Configuration

Select your Workplace, Project, or Task

All Asana triggers require you to select a workspace that MESA should work with. If your Asana trigger or action contains multiple fields to select, you must click on the Workplace drop-down menu first.

You can select the additional fields below the Workplace drop-down menu, such as Project Gid or Task Gid. Clicking on the additional fields first without selecting a workplace will display an error.

Start off with an Asana Task Added trigger in your MESA workflow

🗒 Note: When your enabled workflow starts with an Asana Task Added trigger, you will see many Skipped tasks in the workflow's Activity tab. Don't be scared! That is to be expected. 😊

You will see many Skipped tasks since Asana sends MESA any update that occurs in any of your Asana tasks. 

To prevent multiple MESA tasks associated to the same update from triggering the workflow, MESA will automatically mark duplicated MESA tasks as Skipped. Please note that Skipped tasks will not impact your billing. 

When viewing the workflow's Activity tab, we recommend sorting your MESA tasks by clicking on the More filters button to view your tasks' statuses more efficiently.

Update an Asana task after your workflow starts off with an Asana Task Added trigger

⚠️ Please read the following if your workflow looks like the below screenshot. The below screenshot will cause unintended problems. ⚠️

The Asana Task Added trigger not only activates when any Asana task is added but also when an Asana task is updated. Therefore, updating the Asana Task without any other steps in the workflow will cause an infinite loop between these two steps. An infinite loop will cause your workflow to run in a circle and create many MESA tasks.

To prevent this, we recommend adding a Filter by MESA step below your workflow's trigger. The Filter should check for whatever you plan to update the task with. If the Filter step locates the item that is used to update the task, then the Filter step will stop the automation.

Your workflow should look like this now:

👋 Still have questions? If you need any help with configuring your workflow, email us at contact@getmesa.com. Our Customer Success team will be happy to help!