How to Integrate Asana with Formstack

Quick summary

This tutorial shows how to integrate Asana with Formstack using a Zapier Zap, automating task and form data flow between the two platforms. By connecting these tools, teams can eliminate manual data entry and keep project management and form submissions in sync.

Steps

1. Log in to Zapier, click "Create," and select "Zaps" to get started.
2. Click "Trigger" to begin setting up the trigger step.
3. Search for "Asana" and set it as the Trigger App.
4. Choose a trigger event under Asana to define what action starts the Zap.
5. Sign in to your Asana account and click "Continue" to authenticate.
6. Complete and customize the required fields to configure the Asana trigger.
7. Click "Test trigger" to verify the Asana connection is working correctly.
8. Select "Continue" to proceed to the action step setup.
9. Search and select "Formstack" as the action app.
10. Choose an event under Formstack to define what action the Zap performs.
11. Sign in to your Formstack account and click "Continue" to authenticate.
12. Complete and customize the required fields to configure the Formstack action.
13. Click "Test step" to verify the Formstack action runs as expected.
14. After a successful test, click "Publish" to activate and complete the Asana–Formstack integration.