Podium logo + Asana logo

Automate Podium & Asana

Stop paying for mismatched spreadsheets. Sync data between Podium 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 ["Podium"]
        T1(["Get Invoices for Dynamic Dropdowns"])
    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
When Podium and Asana operate independently, customer inquiries logged in Podium often do not translate into actionable tasks in Asana. For example, if a customer messages about a product issue, the support team must manually enter this information into Asana, risking data loss or miscommunication. This manual entry can lead to missed deadlines and unresolved issues, wasting valuable time for the customer support team who could be focusing on resolving customer concerns instead of duplicating data entry efforts.

Top Ways to Automate Podium & Asana

  • Seamless Task Management: Automatically create tasks in Asana from customer interactions in Podium, ensuring that no follow-up actions are overlooked and enhancing accountability.
  • Real-Time Updates: Sync project statuses between Podium and Asana, allowing teams to stay informed about customer feedback and project progress without manual updates.
  • Centralized Communication: Consolidate customer communications from Podium into Asana comments, enabling teams to collaborate effectively on tasks while having all relevant information in one place.

How to Build the Podium → Asana Sync

  1. Configure a webhook in Podium to listen for the 'new_message' event. This webhook will trigger whenever a customer sends a message.
  2. In the webhook settings, set the endpoint to your server that will handle the incoming JSON payload. The payload will include fields such as 'customer_id', 'message_content', and 'timestamp'.
  3. Extract the relevant data from the incoming payload. For instance, you will need to extract 'customer_id' and 'message_content' from the JSON structure.
  4. Use the Asana API to create a new task. Make a POST request to the endpoint: https://app.asana.com/api/1.0/tasks.
  5. In the POST request, include the following JSON body: {"data": {"name": "New Customer Message from " + customer_id, "notes": message_content, "projects": [""]}}. Ensure you replace with the actual project ID where you want the task to be created.

Developer Warnings & API Gotchas

  • If the 'customer_id' from Podium does not match any existing Asana user IDs, the task will not be assigned correctly, leading to confusion.
  • Ensure that the 'projects' array in the Asana task creation payload contains valid project IDs; otherwise, the API will return an error, and the task will not be created.
  • Be cautious with the 'message_content' length; Asana has a character limit for task descriptions, and exceeding this limit may result in truncated messages or API errors.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Podium... Get Invoices for Dynamic Dropdowns
    Do this in Asana Add Tag to Task
  • When this happens in Podium... Get Locations
    Do this in Asana Add Task to Section of Project
  • When this happens in Podium... New Campaign
    Do this in Asana Add Task to Section of Project (Legacy)
  • When this happens in Podium... New Cancelled Invoice
    Do this in Asana Attach File
  • When this happens in Podium... New Invoice
    Do this in Asana Create Comment/Story

SyncMatrix Experts

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I can see you're looking at mapping Podium to Asana. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?