This article describes the triggers and actions available when you connect Asana to HappyFox Workflows, and lists the project management operations you can automate with this integration.
Applicable Plans: ✔️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise
Triggers
Asana triggers allow HappyFox Workflows to start automatically when task activity occurs in Asana. Use these triggers to respond to project updates and route work back into HappyFox Help Desk without manual handoff.
| Trigger | When it fires |
|---|---|
| Task Updated | An existing task in Asana is updated — for example, when its status, assignee, due date, or a custom field changes. |
| New Task Created | A new task is created in a specified Asana project. |
| New Subtask Created | A new subtask is added to an existing Asana task. |
Actions
Asana actions let you create, update, and retrieve tasks directly from a workflow step.
| Action | What it does |
|---|---|
| Create Task | Creates a new task in a specified Asana project, with fields such as name, description, assignee, and due date. |
| Update Task | Updates the fields of an existing Asana task, such as its name, assignee, due date, or completion status. |
| Get Task Details | Retrieves the details of an Asana task for use in subsequent workflow steps. |
Use cases
Escalation to Asana on high-priority ticket: When a ticket is escalated or marked as high priority in HappyFox Help Desk, automatically create a task in the relevant Asana project — so the engineering or product team has a trackable action item without waiting for a manual handoff from support.
Bug report routing to engineering: When a ticket is tagged as a bug in HappyFox Help Desk, create an Asana task in the engineering project with the ticket subject and description pre-filled — giving developers the context they need to reproduce and fix the issue without switching to the helpdesk.
Close or update a ticket when an Asana task is completed: When the Task Updated trigger fires and the task is marked as complete in Asana, automatically update or close the linked HappyFox Help Desk ticket — so the support team knows the underlying issue has been resolved without checking Asana manually.
Create a follow-up ticket when a new Asana task is assigned: When a new task is created in a designated Asana project — such as an internal action item that requires a customer follow-up — automatically create a HappyFox Help Desk ticket so the support team has a record and can track the customer communication.
Notify support when a subtask is created for a known issue: When a new subtask is created under an Asana task linked to a known issue, automatically add a private note to the related HappyFox Help Desk ticket — keeping the support agent updated on progress without requiring them to monitor Asana directly.
Sync task details into a ticket for agent context: Use the Get Task Details action to retrieve the current status, assignee, and due date of an Asana task mid-workflow, then update the linked HappyFox Help Desk ticket with that information — giving agents a live view of project progress directly in the ticket.