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How to connect Instantly and Asana
Create a New Scenario to Connect Instantly and Asana
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Asana will be your first step. To do this, click "Choose an app," find Instantly or Asana, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Asana Node
Next, click the plus (+) icon on the Instantly node, select Asana from the list of available apps, and choose the action you need from the list of nodes within Asana.
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Authenticate Asana
Now, click the Asana node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Asana settings. Authentication allows you to use Asana through Latenode.
Configure the Instantly and Asana Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Instantly and Asana Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Instantly, Asana, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Instantly and Asana integration works as expected. Depending on your setup, data should flow between Instantly and Asana (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Instantly and Asana
Instantly + Asana + Slack: When a new lead is created in Instantly, a task is added to Asana to follow up on the lead. A notification is then sent to the sales team in Slack to inform them of the new lead and the Asana task.
Asana + Instantly + Google Sheets: When a task is created in Asana, the relevant campaign data in Google Sheets will be updated via Instantly.
Instantly and Asana integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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About Asana
Automate Asana task management inside Latenode workflows. Create projects, assign tasks, and update statuses based on triggers from other apps (like forms or CRMs). Keep project data synchronized across systems. Use Latenode's visual editor and code blocks for custom Asana logic without complex scripting.
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FAQ Instantly and Asana
How can I connect my Instantly account to Asana using Latenode?
To connect your Instantly account to Asana on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Asana accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Asana tasks from new Instantly leads?
Yes, you can! Latenode's visual builder simplifies this automation. Trigger tasks in Asana whenever new leads are identified in Instantly, streamlining your sales workflow.
What types of tasks can I perform by integrating Instantly with Asana?
Integrating Instantly with Asana allows you to perform various tasks, including:
- Create new Asana tasks for each positive Instantly campaign response.
- Update Asana task status when leads reach specific milestones in Instantly.
- Add Instantly lead information to custom fields in Asana tasks.
- Trigger Instantly email sequences when Asana tasks are completed.
- Synchronize task due dates between Instantly and Asana projects.
How do I handle Instantly data formatting before sending it to Asana?
Latenode offers powerful data transformation tools. Use JavaScript blocks or AI steps to easily format Instantly data for Asana's requirements.
Are there any limitations to the Instantly and Asana integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits of the Instantly and Asana APIs may affect high-volume workflows.
- Complex data mappings may require advanced JavaScript knowledge.
- Custom fields in Asana require exact matching for successful data transfer.
