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Automate Keap & Asana
Stop paying for mismatched spreadsheets. Sync data between Keap and Asana in real-time, so you can manage your operations without the busywork.
Custom API Integration
Secure Data Transfer
Done-For-You Setup
How the Data Flows
graph LR
subgraph Source ["Keap"]
T1(["Get Affiliates"])
end
subgraph Middleware ["Enterprise Integration Core"]
W[CRON API
Poller] --> V{Validation
& Auth}
V -->|Fail| DLQ[Dead Letter
Queue]
V -->|Pass| Map[Data Mapping
& Transformation]
Map --> Retry[Rate Limiting
& Retries]
end
subgraph Target ["Asana"]
A1(["Add Tag to Task"])
end
T1 -->|JSON Payload| W
Retry -->|Authenticated API POST| A1
style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
Top Ways to Automate Keap & Asana
- Automated Task Creation: Instantly create Asana tasks from new Keap contacts or updates, ensuring that your team is always aligned with the latest client interactions and project requirements.
- Real-Time Status Updates: Automatically sync status updates between Keap and Asana, providing your team with immediate visibility into project progress and client communications, reducing the risk of miscommunication.
- Seamless Reporting: Generate comprehensive reports that pull data from both Keap and Asana, allowing for better decision-making and strategic planning based on real-time insights.
How to Build the Keap → Asana Sync
- In Keap, navigate to the 'Webhooks' section and create a new webhook. Set the trigger to 'Lead Status Updated'.
- Configure the webhook to send a POST request to your designated endpoint, e.g.,
https://yourserver.com/keap-webhookwith the payload containing the lead ID and new status. - On your server, set up an endpoint to receive the webhook. Extract the lead ID and new status from the payload.
- Use the Asana API to find the corresponding task by making a GET request to
https://app.asana.com/api/1.0/tasks/search?opt_fields=id,name&completed_since=now&assignee.any=meto retrieve tasks assigned to you. - Once you identify the task associated with the lead, make a POST request to
https://app.asana.com/api/1.0/tasks/{task_id}/addProjectto update the task's project based on the new lead status.
Developer Warnings & API Gotchas
- Ensure that the lead ID from Keap matches the task ID in Asana; mismatches can occur if the naming conventions differ.
- When updating task projects in Asana, be aware that adding a project does not remove the task from its previous project, which could lead to confusion over task ownership.
- Payload data from Keap may not contain all necessary fields; verify that the required data for Asana task updates is included to avoid incomplete updates.
Supported API Operations
We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.
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When this happens in Keap... Get AffiliatesDo this in Asana Add Tag to Task
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When this happens in Keap... Get CompaniesDo this in Asana Add Task to Section of Project
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When this happens in Keap... Get ContactDo this in Asana Add Task to Section of Project (Legacy)
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When this happens in Keap... Get Custom FieldsDo this in Asana Attach File
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When this happens in Keap... Get TagsDo this in Asana Create Comment/Story
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