How to Easily Sync Asana Tasks with Airtable Records
In this guide, you’ll learn how to sync Asana tasks with Airtable records through Unito’s two-way no-code integration. You can connect these two powerful tools to achieve all kinds of use cases from reporting on team progress, to building a database of active tasks from which you can delegate new assignments. Integrating Airtable and Asana with Unito eliminates the need to copy/paste details from one place to the other, drastically reduces the risk of human error, and can help your team work smarter.
New to Unito? Here’s an overview of our Airtable-Excel integration. But if you’re ready to start syncing tasks and tables, read on below.
This Airtable-Asana integration has two goals:
- Create new records in Airtable based on Asana tasks with specific tags assigned to them.
- Keep those tasks and records in a two-way real-time sync so that changes in either tool will appear in the other.
Here’s what our synced Airtable records and Asana tasks look like after connecting them through Unito:
Why sync Airtable and Asana with Unito?
Airtable and Asana are powerful, flexible professional tools in their own right that were designed serve very different purposes. Airtable is fantastic for record-keeping and building comprehensive databases; while Asana is a leading tool for project management. Both tools can be re-purposed to compensate for the other, but why settle for a compromise when you can enjoy the best of both worlds? Unito gives you just that with the help of two-way automation and a simple set of rules.
Put simply, you can automatically turn Asana tasks into Airtable records and vice versa, with both kept up-to-date in real-time once your Unito flow is set up.
Syncing Airtable with Asana through Unito will enable you to:
- Ensure your bases and projects are continually kept up-to-date in real-time without copy pasting between them;
- Keep teams in either tool informed about progress automatically;
- Assign tasks in Asana based on new records in Airtable
Typically, you tell Unito to look for specific triggers, such as tags, assignees, projects, status etc. By including those triggers in your rules, you ensure that only those kinds of tasks or records will sync between Airtable and Asana.
Before you connect Airtable and Asana to Unito
In order to sync your Airtable records, you’ll just need to follow a few steps to prepare your base beforehand:
Add a Last Modified Time field as your last column in Airtable
From your Airtable base, click + to add a column, scroll down the list and look for Last Modified Time. Not to be confused with Last Modified By. They’re different fields with similar sounding names, so don’t mix them up. You can give it a name, or not, but this field won’t be mapped by Unito. It is required, however, for your flow to function as intended.
TL;DR – Make sure your Airtable has a Single-line text field called Title and a Last Modified Time field.
Generate an API key in Airtable
In order to connect Airtable to Unito, you’ll first need to follow an authentication process. From any menu in Airtable, select your profile icon, then Account.
In the next screen, select Generate API key. A number will then appear masked by asterisks. Left-click the asterisks to reveal the API. Copy this number for the next part.
Now you’re ready to build a flow in Unito!
Step 1: Connect Asana and Airtable to Unito
- Log in to the Unito App and click +Create Flow.
- Then, click Start Here to connect your tools.
- Select +Add a tool to this flow in either column, and connect Airtable. Now, +Choose account to specify the Airtable account you want to use.
- From the next drop-down menu, type in the name of the Table you want to connect.
- Repeat steps 3 and 4 to connect an Asana project with Unito.
- Click Confirm.
Step 2: Set flow direction between Asana and Airtable
Flow direction determines how new work items (e.g., tasks or records) are created by Unito. That means you can decide whether to have new Asana tasks turn into Airtable records, vice versa, or both simultaneously. Just keep in mind that with a two-way flow, you’ll need to set precise rules for each direction. Our demo will show you a two-way flow direction but feel free to pick an option that best suits your current needs.
Select Confirm when you’ve chosen a flow direction.
Step 3: Set rules to filter data between Asana and Airtable
This is where you can set up triggers to determine which actions taken in Airtable or Asana will create new work items in the other. With a two-way flow, we’ll set up rules for each direction.
Select Add a new trigger to begin setting up your rules. There can be some variability here, depending on your particular setup in each tool.
The easiest way to set a trigger from Airtable is through a single-select field. In our demo, we’ve told Unito to only create new Asana tasks based on Airtable records with the status “Kickoff”.
You can learn more about setting up rules here.
Step 4: Set up field mappings between Airtable and Asana
Unito turns the details of your Asana tasks and Airtable records into mappable fields that can be synced between tools. In Airtable, these fields are based on the names of each column, while in Asana they can be any tasks detail: assignee, task name, project name, description, etc.
First, you’ll be asked whether you want to set up your field mappings from scratch or let Unito do this automatically. Since your fields in Airtable are all custom fields based on your own tagging structure, you’ll have to start from scratch.
Most fields will automatically be mapped for two-way updates, but you can modify them individually if you prefer one-way updates in some cases. With two-way updates, changes made in either tool will automatically update the other. A one-way update restricts changes to a single direction.
Select +Add Mapping, then Select a field in both tools to pair the fields together.
Any field with a gear/cog icon can be further modified with precise mappings for each value. Usually this relates to a field with multiple options, such as a drop-down list. In the above-example, we’ve made sure that all of our statuses match up intuitively in the other tool.
Click Confirm to proceed.
Find out more about setting field mappings.
Step 5: Save, close, and launch your flow!
And that’s it! You’ve just build a flow between Airtable and Asana. Congratulations!
If you followed the steps above, your flow will now:
- Automatically create new Airtable records and Asana tasks based on specific activity in the other.
- Keep fields up to date in both tools.
- If you have any questions, please don’t hesitate to reach out and let us know.
What’s next after setting up a two-way integration between Asana and Airtable?
Try out these Airtable templates and sync them with Unito to match your use case:
- Plan a project health report
- Organize a marketing budget
- Create a content catalog
- Create an employee resource database
- Report on resource management
- Browse more Airtable templates
If you want to know what else you can do with Unito, here’s some inspiration to help you power up your workflows.
- Why not learn how to sync Airtable to Google Sheets or Microsoft Excel with Unito?
- Find out how you can sync multiple Airtable bases to each other with Unito.
- Integrate Notion pages with Airtable bases.
- Learn more about Unito’s Asana-Airtable integration
- Connect your Asana tasks to Google Calendar.
- Learn how to sync Asana tasks to an Excel spreadsheet.
- Get support on HubSpot deals by assigning tasks to Asana users.