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]
- Connection
- Via webhook
- Team collaboration
- Tool
- Asana
- Asana task
- Data flow
- Unify → Asana
- JSON payload
At a glance
- Write a task title that asks for a specific review
- Choose a project the reviewer can access
- 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.
| Stage | Decision to make |
|---|---|
| Action | Write a task title that asks for a specific review |
| Location | Choose a project the reviewer can access |
| Context | Include enough detail to act without copying unnecessary data |
| Completion | Define 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.
Make the research question visible in the task.
- Choose the research project
- Map the person and question
- Review the task with its owner
Avoid repeated open work
The same prospect is selected while research remains open.
Decide whether to reuse the existing task.
- Identify the open-work policy
- Design task-ID tracking if updates are needed
- Test a repeat against the chosen policy
Illustrative workflow, not a preconfigured automation. Complete these checks in your own account.
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.
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
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]
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]
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]
Request configuration
- Method
POST- URL pattern
https://app.asana.com/api/1.0/tasks- Headers
Content-Type: application/jsonAuthorization: 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
{
"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 field | Value to send |
|---|---|
data.name | Map a readable name that states the action |
data.notes | Include 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.
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.