Asana and Wufoo: Get More Done with Less Effort

[This post was edited April of 2016 to include updated instructions for using Asana’s Personal Access Token in place of API Key for this integration]

Bear with us for one sec. Sit up straight. Take a deep breath. Square those shoulders. Feels better, doesn’t it? When you’re centered and in alignment, it’s so much easier to stay focused on getting stuff done without distraction. The team behind the web and mobile app, Asana, knows just how important focus and alignment is when it comes to productivity.

Awesome productivity doesn’t always come easy either. There’s a lot of mindfulness involved in collecting the right information and organizing all the different channels of communication that come into your business. Ok, so mindfulness is probably too nice of a word to describe this process. Sometimes it’s downright tedious and difficult to do.

This is where Wufoo enters the picture. Our integration with Asana enables you to interact with your data in ways that would be otherwise impossible with your standard database. You can truly make your information dynamic and actionable—add attachments or connect data with other relevant Asana tasks without spending hours on spine-crunching data entry or on creating complicated forms.

Here are just a few of the abilities available to you as a result of our partnership:

• Enter bug details for bug/issue tracking

• Capture sales leads and manage them directly in Asana

• Collect support tickets and order requests from customers

• Build a system for collecting employee referrals

• Feed job applications right into Asana

To Use This Integration

1. First, set up a Wufoo form. Go to Wufoo and create a form with some custom fields. You can either use the Wufoo form on your own site as an embed or via the Wufoo link.

2. Next, you’ll link your Wufoo form to an Asana project using [Webhooks](http://help.wufoo.com/articles/en_US/SurveyMonkeyArticleType/Webhooks). This way any information submitted to your forms will automatically be directed to your Asana project.

3. To do so, you’ll first need to find your **Asana Webhook URL**. The Asana Webhook URLs follow this structure:

> http://wufoo.asana.com/project/**project_id**

You can find your Asana project ID by looking at the **first set of numbers** in your Asana project URL. For example, in this Asana app URL (https://app.asana.com/0/*10198701095429*/10198701095429) the highlighted portion of the URL is your project ID. Simply copy this project ID, add it to the Webhook URL structure above, and that’s your Asana Webhook URL!

4. Next, you’ll need to generate a Personal Access Token for Wufoo. You can generate this Personal Access Token in your Asana [My Profile Settings](https://asana.com/guide/help/api/api#sts=Personal Access Tokens) . Simply generate a Token and copy it over to Wufoo. Be sure to copy it, since you won’t be able to view it later!

 

PAC_in_Asana

5. Now that we have your *Asana Webhook URL* and your *Asana Personal Access Token*, you can now setup your Wufoo form to automatically send data to your Asana project.

To do so, go to the [Notification Settings](http://help.wufoo.com/articles/en_US/SurveyMonkeyArticleType/Notifications) for your Wufoo form. Add a Webhook notification to your form, enter in your Asana Webhook URL (make sure there’s no “/” at the end), then add your Asana Personal Access Token in the Handshake Key field. Click save and you’re set!

Personal Access Code

6. Now, sit back and watch as data from your Wufoo forms automatically gets sent to your Asana projects!

Want to ramp this up a notch or three? You can even set up an optional deeper integration. We’ve added functionality that allows you to create custom routing from your Wufoo form to your Asana project. Your form’s submissions can appear in Asana with a **specific tags** or **assignees** based on the selections made within your Wufoo form. Read the in depth guide for detailed instructions on how to setup custom routing.

Huge thanks goes out to everyone at Asana who helped make this integration happen. If you have any questions, be sure to leave them below and check out their blog here.

Inspired to integrate with Wufoo? Visit our Ultimate Guide to Integrating with Wufoo today!

Comments

  • Can multiple Wufoo accounts be integrated with Asana? I work with a ‘work’ wufoo account and a personal one. I have work and personal workspaces in Asana.

    Posted April 8th, 2014 by Michelle.
  • @Michelle: Sure can! Since each form is integrated with Asana individually, you can have multiple forms in one account sending data to multiple Asana projects.

    Posted April 8th, 2014 by Johan Lieu.
  • @Johan this is excellent news! Thank you.

    Posted April 8th, 2014 by Michelle.
  • 2 of my favorite tools hooked together…! This has amazing time-saving potential. 🙂 I’ve read the Asana blog post and guide as well and still had some questions, regarding “Create custom routing & form logic.”

    (1) What value should one use to set the assignee to in the Asana project? Some sort of id, the name, etc… this piece wasn’t included in the example so I can’t tell. I tried using the id that comes up when clicking on a user in Asana (a long number, much like projects) but so far haven’t been able to get it to work.

    (2) Secondly, if you have a potential multiple scenario for assignee or tags (like if type is “website” assign to Robin/if type is “logo” assign to Marcus, or you want to set multiple tags for same task), can that be accomplished through the wufoo form? It almost seemed like Asana was receiving and applying logic sequentially in the import, so that for example maybe you could have 2 or more “assignee” fields in the Wufoo form, with Asana checking those for those data points, and any/all that were true get set in Asana? ….But I totally made that up, so not sure if there was any real advice for that. 😉

    Thank you!

    Posted April 8th, 2014 by Jessica.
  • @Jessica thanks for the feedback! the “assignee” hidden field needs to be set to the user_id, which unfortunately you can only get from our API – you cannot get it from our url string. we’ve heard that this is confusing for several people, so we are planning on changing it so you can also just use a name or email address in that field to automatically route to an assignee.

    the answer to your second question is YES – check out the bottom of this article for help. https://asana.com/guide/learn/tags-email/wufoo

    if you’d like us to keep you updated on when we add the functionality regarding assignees, or if you are having any other problems, feel free to reach out at asana.com/support

    Posted April 8th, 2014 by Justin Krause.
  • @justin krause – Thank you so much for the assistance and information. I do love me some asana and wufoo… both together is blowing my mind. 😉 Looking forward to those further assignee changes and thrilled with this current capability already. Thanks for making a great product!

    Posted April 8th, 2014 by Jessica.
  • We’ve used Wufoo before in some of our sites, but looking forward to integrating Asana with this. thanks!

    Posted April 8th, 2014 by Devlin Jane of Singapore e-commerce development team.
  • Guys, I’m so lost – I filled out all of the info correctly – the forms are coming in my Asana account

    Posted April 8th, 2014 by Josh.
  • Great insights! I am using it on my wordpress sites. Thinking to upgrade to premium.

    Posted April 8th, 2014 by amita johnsy.
  • We have this online advertising and marketing blog @Adsolist.com and used Contact Form7 earlier but recently switched to WuFoo and feeling happy about this

    Posted April 8th, 2014 by Online marketing@Adsolist.
  • Please send me any discounts on bulk purchase here at Contact.us@Adsnity.com

    Posted April 8th, 2014 by Postfreeads@Adsnity.com.
  • I have each of my forms (Posters, logos, banners, etc) set to go into Individual projects for each type. It seems to be working well. My question is… the clients choose a due date on each form – is there a way to have the projects show up on the calendar so we can see when each project is due?

    Also, there are three of us on my “team”. Do we all automatically see each of the projects that I enter or is there something they need to do to see all?

    Posted April 8th, 2014 by Kaylene.
  • Our integration is working great, except our due date field is populating as text in the notes field within Asana, and not assigning the due date. Any tips?

    Posted April 8th, 2014 by Nicole.

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