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How to integrate Unify with Asana

To integrate Unify with Asana, send a Play webhook to Asana’s create-task API with a JSON data object and Bearer authentication. Choose the receiving project or workspace and map a clear task name and notes. The resulting task represents a human handoff; creating it does not mean that work has been completed.[1][3]

By UnifyDocumentation reviewed
Connection
Via webhook
Team collaboration
Tool
Asana
Asana task
Data flow
Unify → Asana
JSON payload

At a glance

  1. Write a task title that asks for a specific review
  2. Choose a project the reviewer can access
  3. Include enough detail to act without copying unnecessary data

When this workflow makes sense

Start with the decision your team needs to make, then choose the connection that supports it.

A task should ask someone to do something specific. Use prospect context to explain the review, then keep status updates with the person responsible for that work. Avoid turning every signal into an indistinguishable task that the team cannot prioritize.

A good fit when

Teams that already coordinate research or prospect review in Asana projects.

Reconsider the plan when

If no one can name the action or owner, fix the process before generating additional tasks.

Design the handoff

Use this framework to agree on the input, the next action, and who owns the result.

Suggested workflow design, based on the documented capabilities below.

StageDecision to make
ActionWrite a task title that asks for a specific review
LocationChoose a project the reviewer can access
ContextInclude enough detail to act without copying unnecessary data
CompletionDefine the human outcome beyond task creation

Explore the scenarios

Choose the situation that fits your team and work through the proposed plan.

Open a scenario to explore its plan. Checklists track your selections in this page only.

Assign prospect research

A rep needs context checked before outreach.

The decision that matters

Make the research question visible in the task.

  1. Choose the research project
  2. Map the person and question
  3. Review the task with its owner
Your validation checklist
0 of 3 checks marked by you
Avoid repeated open work

The same prospect is selected while research remains open.

The decision that matters

Decide whether to reuse the existing task.

  1. Identify the open-work policy
  2. Design task-ID tracking if updates are needed
  3. Test a repeat against the chosen policy
Your validation checklist
0 of 3 checks marked by you

Illustrative workflow, not a preconfigured automation. Complete these checks in your own account.

Connect your tools to Unify

Set up your integration or walk through it with our team

Define success before launch

Inspect the data and the intended outcome separately. Connection status is only the first check.

Expected, not tested

The intended project contains a readable review task for the selected prospect.

Inspect the task location and context, then ask the owner to confirm the intended review action. Task creation is separate from task completion.

Documentation-based reference. This workflow has not been tested end to end. Use a record or event you control before enabling live activity.

Questions answered

Common decisions when connecting Unify and Asana.

Can Unify create an Asana task?

The outbound Webhook action can call an authenticated HTTP endpoint such as the task API.[1]

Do I need a project name or ID?

Use the actual project GID in projects.[3]

Does the PAT grant access to every project?

No. It has the permissions of the user who created it.[4]

Is task creation the same as completing the task?

No. The creation endpoint establishes the task; the review process still needs an owner.[3]

Can I use the returned task ID in the next Play step?

Unify does not pass webhook response bodies to later steps.[2]

Limits & decisions

Check these boundaries before designing a live workflow around the connection.

  • This creates a task; updating an existing task requires a separate identity strategy
  • Project and assignee access are account-specific
  • A task notification is not proof of human follow-up
  • No live Asana task was created

What the connection supports

Understand the connection, the data involved, and the behavior that matters for a Unify + Asana workflow.

Connection flowVia webhook
Prospect data

POST / JSON

Documented behavior at a glance
DecisionWhat to know
WritePOST /tasks creates a task from a data object[3]
LocationProject or parent can determine the workspace[3]
AccessPersonal access tokens act with the user’s access[4]

Technical setup reference

References and requirements for the Asana connection.

Connection requirements and setup checklist

Before connecting

  • A Unify Play with a Webhook action
  • An authorized Asana identity and a destination project GID
  • An agreed review action and owner
  1. Choose the task location

    Use the actual project GID in data.projects. Asana requires a workspace, which can be inferred from the specified project or parent task.[3]

  2. Authorize the sender

    Create a personal access token for the intended account context. Token access follows that user’s access, so validate the destination project.[4]

  3. Configure the outbound request

    Use the method, endpoint, authentication, and JSON body below in the Play. Map only available fields and inspect Expand preview. The receiver must acknowledge within 8 seconds; Unify does not pass the response body into later Play steps.[1][2]

  4. Inspect the created task

    Check the API’s created-task result and open it in the project. Set an assignee only after resolving the intended Asana user identity.[3]

  5. Test a repeated handoff

    Decide whether another selection is new work. If a single ongoing task should be updated, use a receiver to track task identity and implement that policy.[3][2]

Request configuration

Method
POST
URL pattern
https://app.asana.com/api/1.0/tasks
Headers
Content-Type: application/json
Authorization: Bearer YOUR_ASANA_TOKEN
Authentication
Use an authorized Asana personal access token as Authorization: Bearer YOUR_ASANA_TOKEN. Its user must have access to the destination. OAuth applications need the documented tasks:write scope.

Choose JSON as the body format. Unify sets Content-Type automatically. The receiver must respond within Unify’s 8-second timeout; request responses are not passed to later Play steps.[2]

Replace URL placeholders with the actual receiver URL from your account or deployed application. These example URLs are not working endpoints.

Example handoff payload

Start with a fictional prospect. Validate the resolved values before using a real record.

Inspect the sample payload and field mapping
Example request body
{
  "data": {
    "name": "Review Avery Morgan",
    "notes": "Review this fictional prospect before follow-up: avery@example.com",
    "projects": [
      "YOUR_PROJECT_GID"
    ]
  }
}

Fictional data. Replace sample values before using a real Play.

Fictional task. Replace the project placeholder and define ownership before live use. Use the field mapping to distinguish record data from fixed settings. Select available fields in your Play and inspect Expand preview; do not replace configuration values with prospect data.[2][3]

Payload fieldValue to send
data.nameMap a readable name that states the action
data.notesInclude only the context the reviewer needs
data.projects[0]Replace with the receiving project GID

Map the person name into data.name and the review context into data.notes. Replace YOUR_PROJECT_GID with the actual project identifier. A prospect email is context, not an Asana assignee identifier.

Troubleshooting

Start with the stage where the expected data or action stops appearing.

Access is denied

Confirm the PAT user can access the project.[4]

The task lands in the wrong place

Check data.projects and the resolved workspace.[3]

The returned task lacks expected fields

Asana responses can omit optional properties; use documented opt_fields when inspecting the result.[3]

Sources & review

Official documentation reviewed on September 15, 2026.

Technical claims link to primary documentation from Unify and the destination tool. Scenarios, field choices, and recovery plans are editorial implementation examples. Documentation review is separate from execution testing.

Documentation reviewed; end-to-end execution not tested. No named technical reviewer has signed off on these articles yet.

Content updated: . Report a correction to Unify with the tool name, source URL, and behavior you observed.

  1. [1] Unify: Webhook action
  2. [2] Unify: Webhooks in Plays
  3. [3] Asana: Create a task
  4. [4] Asana: Personal access tokens

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