Asana is a tool for team collaboration and work management. It’s used for creating projects, assign work, set deadlines, and communicate with your colleagues.
Manage your work while staying in LiveAgent. You will get information about new customers, completed tasks, new stories, tags, subtasks, teams, and tasks in projects. You can also do actions from LiveAgent’s dashboard. These include attaching files, creating tasks, projects, stories and updating amongst others.
Asana can be integrated with LiveAgent via Zapier service. It uses a trigger and an action between two apps to create an integration and connect them. You can create more than one integration for various purposes.
Scroll down until you see the Connect LiveAgent + Asana in minutes section. This is where you can pick your trigger and action. Consider what you want your integration to do and take a pick. When you’re done, continue by clicking the blue button below.
As an example, we’re showing Asana trigger New Project and LiveAgent action New Conversation.
Now configure the trigger. Log in to your Asana account and proceed through the simple process.
We also recommend you to test the trigger to see if it works.
Now configure your LiveAgent action. Fill out the required fields for this integration to work. If you want to specify the message further, you can opt to fill out the non required fields too.
The final step is to test the entire integration, so go ahead and click the test button.
You’re done and your integration is ready. Check your LiveAgent to see news from Asana.
You can create more integrations like this one via Zapier by following this simple guide.
By integrating Asana with LiveAgent, you can automate a few different tasks. These actions include adding a new customer, removing/adding a customer to a certain group, or creating a new conversation.
Asana is a project management tool. Thus, if you would like to increase your team´s efficiency, incorporate Asana. Since you do not have to switch between interfaces, you can save time and make sure your teams always on top of their tasks.
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