Asana Integration
Via ZapierAgencyPro connects to Asana through Zapier, not a built-in integration. Zaps can create an Asana task when a client submits a request in AgencyPro, or create and update AgencyPro requests from Asana events, so a team that works in Asana keeps clients up to date in the AgencyPro portal.
Connects via Zapier
AgencyPro connects with Asana through Zapier, not a native built-in integration. You build automated workflows ("Zaps") with the AgencyPro app on Zapier, which has triggers for clients, requests, tickets, invoices, payments and order forms. You need the AgencyPro Plus plan and a Zapier account. Zapier's Free plan runs two-step Zaps; multi-step Zaps and premium apps need a paid Zapier plan.
Browse AgencyPro ZapsWhy connect Asana with AgencyPro
Some agencies keep internal delivery in Asana and use AgencyPro for the client side: portal, requests, invoicing and approvals. Zapier keeps the two in step without double entry. A Zap on Request Created in AgencyPro can create a task in the right Asana project. When the task is done, a Zap can run Update Request Status in AgencyPro so the client sees progress in the portal.
AgencyPro's Zapier app works with requests, not AgencyPro projects or tasks, so plan your Zaps around requests. If you would rather run everything in one tool, see how to migrate from Asana or AgencyPro vs Asana.
Key features
Benefits for your agency
How agencies use Asana with AgencyPro
Client requests into Asana
Request Created in AgencyPro creates a task in the matching Asana project with the request details.
Status back to the client
When the Asana task is completed, Update Request Status moves the AgencyPro request so the client sees it.
Internal notes stay internal
Use Create Comment with Is Internal set to true to log Asana activity on the request without the client seeing it.
How to set up Asana with Zapier
- Check that your AgencyPro workspace is on the Plus plan, which includes Zapier.
- Create a Zapier account if you don't have one. Check whether your Zap needs a paid Zapier plan.
- Open the AgencyPro app on Zapier and create a new Zap. Connect your AgencyPro account when Zapier asks.
- Choose the trigger: an AgencyPro event such as Invoice Created or Payment Created, or a Asana event if data should flow into AgencyPro.
- Add Asana (or AgencyPro) as the action app and connect that account.
- Map the fields, test with a real record, then turn the Zap on.
Frequently asked questions
Does the integration sync AgencyPro projects with Asana projects?
No. The AgencyPro Zapier app has request, client, ticket, invoice and payment triggers and actions, but none for projects or tasks.
Is the sync two-way?
Only as far as you build it. One Zap sends requests to Asana; another can update request status or add comments in AgencyPro from Asana events.
Which plan do I need?
AgencyPro Plus for Zapier access. Multi-step Zaps need a paid Zapier plan.
Ready to get started?
See how Asana fits into your AgencyPro setup, or ask us which plan you need.