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Connect to Asana
Connect to Asana

Bring Asana tasks into Qualio to see the latest updates across teams.

Natana Parata avatar
Written by Natana Parata
Updated over a week ago

Qualio's Asana integration allows you to connect your team & customer data with Qualio Events.

30-Day Validation Features: One or more of the features here are part of the November 2024 Launch Train and currently only available in your sandbox instance during the validation period. They will be released to all production instances on December 12, 2024, based on plan eligibility. Learn More

Benefits of Integrating with Asana

  • Centralize Customer Communication: Access and manage Asana data directly within Qualio.

  • Enhanced Traceability: Link customer interactions to complaints, feedback, and other quality events for improved visibility and audit trails.

  • Streamlined Workflows: Automate actions based on Asana activities, such as creating Qualio events or updating records.

  • Improved Customer Insights: Gain a deeper understanding of customer needs and pain points by incorporating support data into your quality management system.

IMPORTANT: The following steps may require authentication and approval from your Asana administrator in order to successfully set up and configure the connection. Please speak with your administrator if you have any questions.

Creating a Service User Account (Recommended)

Before connecting, we recommend creating a dedicated service user account in Asana for the integration. This helps:

  • Avoid Disruptions: Prevent integration issues if a personal account used for authorization becomes inactive (e.g., due to an employee leaving the company).

  • Control Access: Ensure that only the intended data is accessible within Qualio by granting the service user appropriate permissions in Asana.

Setting Up the Asana Integration

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Connect to Asana: Click the "Connect" button for Asana.

  3. Generate a Personal access token (PAT) within Asana - Asana Guide: Personal access token

  4. Enter the Asana PAT to the Qualio page, click "Complete setup"

  5. Asana will display in the 'Your Integrations' section of the Integrations tab.

Step 2:

Step 4:

Creating Automated Workflows

Once you've set up the Asana integration, you can automate workflows within Qualio.

Learn more: Create Workflows with Integrations

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