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Asana Projects and Tasks for Attio

Sync selected Asana Projects, Tasks, Sections and custom fields into Attio. Optional email matching links delivery work to Attio People.

Requirements

An approved Asana user who can access the selected Workspace, Teams and Projects, plus an Attio workspace for the custom app.

Setup

If the integration is not installed in your workspace, request setup.

  1. Choose the Asana resourcesConfirm the Workspace, Teams and Projects, the Project that feeds Sales Tasks, custom fields, optional People matching and historical import.
  2. Authorize AsanaThe approved Asana user connects through OAuth. Access is limited to the resources needed for the configured sync.
  3. Install the custom Attio appThe app creates the agreed fields, Sales Tasks list and resync actions.
  4. Set up resource webhooksThe app subscribes to the selected resources. Task coverage requires Project-level or lower-level subscriptions.
  5. Import existing work if neededRun the agreed historical import for Projects, Tasks and Sections.
  6. Start live syncNew and changed work updates Attio. Use record or bulk resync for catch-up.

Configuration

SettingConfiguration
Workspace and TeamsThe Asana Workspace or Organization and Teams with access to the selected Projects.
Webhook coverageResources to watch. Task coverage needs Project-level or lower-level subscriptions.
ProjectsProjects to sync and whether archived Projects remain visible.
Sales TasksSource Project, Section-to-stage mapping and handling for tasks in multiple Projects.
Custom fieldsProject custom fields and their Attio destinations.
People matchingNote fields to scan for email addresses, and whether unmatched emails create People.
Import and resyncHistorical Projects, Tasks and Sections to import, plus record and bulk resync actions.

Sync behavior

Projects and tasks

Asana changes trigger a fetch of the current Project, Task or Section. The app updates the matching Attio record using its Asana ID.

Attio records

Project records can include name, archived state, Workspace, Team, link and selected custom fields. Task entries on Sales Tasks can include name, completion, notes, link, Section and Project membership. Sections can map to stages.

People matching

When enabled, email addresses in configured task or project notes are matched to Attio People. Unmatched addresses can create People if that behavior is configured. Assignees and followers are excluded by default.

Historical data

Initial imports and resync read current Asana data through the API. They do not depend on webhook history.

Limitations

  • Workspace or Team webhooks do not cover task, subtask or story events. Task sync needs subscriptions at the Project level or below.
  • Missed webhook events cannot be replayed through Asana. Use resync or reconciliation to retrieve current records.
  • People matching uses explicit emails in configured notes. It does not automatically turn internal Asana users into CRM contacts.
  • New custom fields and changes to Sales Tasks rules require a mapping update and reprovisioning.

Troubleshooting

Tasks are missing

Check that the task belongs to an included Project with task-level coverage. Workspace and Team subscriptions alone do not receive task events.

Older work is missing

Run the configured backfill or resync. Webhooks only cover changes after setup.