Connect Asana with Zapier

You connect Scratcher to Asana through Zapier. A Zap takes every new lead from your Scratcher campaign and creates a task in Asana. Use it, for example, to follow up on B2B leads or to send prizes to winners.

What you need

• A Zapier account. The free plan works for a simple Zap.
• An Asana user who is a member of the project and can edit it. Members with comment-only access can't create tasks.
• A Scratcher plan with integrations, and a campaign with at least one lead to test with.

Step 1: Connect Scratcher to Zapier

If you haven't done it yet, follow Connect 8,000+ apps with Zapier: in Scratcher go to Settings > Integrations > Zapier and click Set up on Zapier.

Step 2: Set up the trigger

1. In Zapier, click Create and choose Zaps.
2. As the trigger, choose Scratcher and the trigger for new leads.
3. Connect your Scratcher account, choose the campaign and click Test trigger.

Step 3: Add the Asana action

1. Add the action step and choose Asana.
2. As the action event, choose the one that creates a task.
3. Connect your account: log in to Asana and click Allow.
4. Choose the Workspace, the Project and, if you like, the Section.

Step 4: Map the fields

• Name: the task title, for example "Follow up: " and the person's name.
• Notes: the email, phone number, answers and the prize, so everything is in the task.
• Assignee: the person who should handle the task.
• Due On: for example a fixed number of days ahead, using Zapier's date options.
• Custom fields in the project show as extra fields, if your Asana plan has them.

Step 5: Test and publish

1. Click Test step, and check the new task in Asana. Delete it afterwards.
2. Click Publish to turn the Zap on.

Only create tasks for some leads

Add a Filter by Zapier step after the trigger (a paid Zapier plan). For example, only continue when a prize name exists, to create tasks for winners only.

Troubleshooting

• Look at the Zap history in Zapier for each run and Asana's error message.
• The project isn't in the list: the Asana user who connected Zapier isn't a member of it.
• "Forbidden": the user has comment-only access to the project. Give them edit access, or reconnect with another user.