Automate Square & Asana

Stop paying for mismatched spreadsheets. Sync data between Square and Asana in real-time, so you can manage your operations without the busywork.

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Square"]
        T1(["Completed Payment"])
    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 Square transactions occur, the payment details such as 'transaction_id', 'amount', and 'customer_email' are sent via webhooks. If these details are not integrated with Asana, project managers are left manually entering payment information into task descriptions. This leads to potential errors, such as incorrect amounts or missing customer data, which can cause confusion during project reviews. The finance team ends up wasting hours cross-referencing payment records with project tasks, ultimately delaying project timelines and affecting client satisfaction.

Top Ways to Automate Square & Asana

Automated Sales Tracking: Instantly sync sales data from Square to Asana, ensuring that project timelines reflect the most current revenue information, enabling teams to prioritize tasks effectively.
Streamlined Task Management: Automatically create Asana tasks from Square transactions, allowing your team to respond promptly to customer orders and inquiries without manual entry.
Real-time Notifications: Set up alerts in Asana for any changes in Square sales, ensuring that project managers and team members are always informed about critical updates that may impact project timelines.

How to Build the Square → Asana Sync

Set up a webhook in Square to listen for the 'payment.created' event. This will trigger whenever a new payment is processed.
Configure the webhook to send a payload containing 'transaction_id', 'amount', and 'customer_email' to your designated endpoint.
On your server, create an endpoint (e.g., '/api/square-to-asana') that receives the webhook data from Square.
Extract the relevant fields from the incoming payload: 'transaction_id', 'amount', and 'customer_email'.
Use the Asana REST API to create a new task in a specific project by sending a POST request to 'https://app.asana.com/api/1.0/tasks'. Include the extracted data in the request body, mapping 'name' to 'transaction_id', 'notes' to 'amount and customer_email', and assign it to the appropriate project ID.

Developer Warnings & API Gotchas

Ensure that the 'transaction_id' from Square is unique and does not conflict with existing task IDs in Asana, as this may cause duplication issues.
When mapping the 'amount' field, be aware of currency formatting differences; Square may send amounts in cents, while Asana may expect them in dollars.
If the Asana project has specific custom fields, ensure that you include those in your API request, or the task may not be created as expected.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in Asana Add Tag to Task
When this happens in Square... Fetch Custom Actions

Do this in Asana Add Task to Section of Project
When this happens in Square... Item Variation

Do this in Asana Add Task to Section of Project (Legacy)
When this happens in Square... List Appointment Service

Do this in Asana Attach File
When this happens in Square... Locations

Do this in Asana Create Comment/Story

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