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Asana: Close the gap between work tracked and work done
Asana manages tasks, projects, sections, portfolios, custom fields, attachments, and team memberships. Tray connects Asana so task and project activity triggers workflows across your stack, and agents can query or act on the same work and project data.
Automations
Integrations
Agents
Use cases
Asana + Tray
Asana is where work lives: tasks, projects, sections, portfolios, custom fields, subtasks, and dependencies. On its own, Asana doesn't route task completions to your CRM, notify your finance team when a project status changes, or create work items from events in external systems.
Tray bridges the gap, turning task and project activity into multi-step workflows that read from Asana, apply logic, and write to every system that needs to act.
See how different teams use Tray to take action from Asana.
What you can do with Tray
Operations
Operations
Operations
If you work in operations, these are common ways teams use Tray with Asana to connect project and task activity to your business systems.
- Create tasks from external system events: Generate Asana tasks with assignees, due dates, and custom fields when a trigger fires in a connected tool
- Sync task status to downstream systems: Update records in your CRM or ERP when a task is completed or a project status changes
- Route task completions to the right team: Notify stakeholders in Slack and update linked records when key project milestones are reached
Product
Product
If you work in product, these are common ways teams use Tray with Asana to connect roadmap and delivery workflows to your development and tracking tools.
- Sync Asana tasks to your engineering tracker: Create or update issues in your ticketing platform when product tasks are created or updated in Asana
- Track project progress across tools: Push project status updates to your reporting tool or stakeholder communications channel on a schedule
- Create tasks from customer feedback: Generate product tasks in Asana when feedback items are logged in your CRM or support platform
Marketing
Marketing
If you work in marketing, these are common ways teams use Tray with Asana to connect campaign workflows to your marketing stack.
- Create campaign tasks from briefs: Generate Asana tasks and assign them to the right team members when a new brief is submitted via form or CRM
- Sync task completion to your project tracker: Update campaign status in your marketing platform when key deliverable tasks are marked complete
- Attach assets to tasks automatically: Upload creative files or documents to Asana tasks when they are approved in your DAM or storage system
Engineering
Engineering
If you work in engineering, these are common ways teams use Tray with Asana to connect development activity to your project management workflows.
- Create Asana tasks from code events: Generate tasks with context when a pull request is merged, a deployment fails, or a bug is reported in your monitoring tool
- Sync project sections to your sprint tool: Mirror Asana section and task state to your engineering tracker to keep delivery timelines in sync
- Automate task dependencies at scale: Set task dependencies and subtasks programmatically when new projects are provisioned from a template
IT
IT
If you work in IT, these are common ways teams use Tray with Asana to manage access and connect operational workflows to your service management tools.
- Create tasks from IT service requests: Generate Asana tasks when tickets are opened in your ITSM platform and route them to the right team
- Sync task completion back to your ticketing system: Update service tickets when linked Asana tasks are completed
- Automate onboarding task creation: Provision onboarding project tasks with the right assignees and due dates when a new hire record is created in your HRIS
Business systems
Business systems
If you work in business systems, these are common ways teams use Tray with Asana to govern project data and connect Asana to your enterprise systems.
- Copy and configure projects at scale: Clone projects, copy custom fields, and assign memberships when new initiatives are launched from a standard template
- Sync custom field data to your data warehouse: Export task custom field values on a schedule to keep project metadata in sync with your reporting infrastructure
- Audit portfolio and project membership: List portfolios, projects, and members on a schedule and reconcile against your identity provider or org structure
Automations
Automations with Asana and Tray
The Asana connector supports webhook-based triggers. Configure a webhook in Asana pointing to the Tray workflow URL and workflows fire when tasks are created, updated, or completed, and when project statuses change. For scheduled patterns, workflows can also run on a timer to list tasks by project or section, check completion status, and act on overdue or stalled items.
Once triggered, workflows can branch on task status, assignee, custom field value, or project membership, route approvals through Slack or email, write results back to Asana (creating tasks, updating custom fields, posting comments), and push data to connected systems. They can also be exposed as agent tools.
Integrations
Integrations with Asana and Tray
Asana is where cross-functional work gets tracked, but the systems that initiate that work, and the systems that need to know when it's done, live elsewhere. Tray connects Asana to CRMs, engineering trackers, ITSM platforms, data warehouses, marketing tools, and communications systems, so task and project activity flows to the tools that need to respond. Because Tray handles the orchestration, teams can build workflows that create tasks from external events, update downstream records on completion, and copy entire project structures without manual setup.
Asana integration capabilities
Integrate Asana with 700+ applications plus any system with an API using our HTTP connector. These domains mirror Asana’s API and how teams actually work in Asana.
Create, update, and manage tasks and subtasks across projects and workspaces
- Task operations: Create, get, update, delete, and list tasks by project, section, assignee, or workspace; add and remove tags, followers, and project memberships
- Subtasks: Create subtasks and list task subtasks to model hierarchical work items and dependencies
- Dependencies: Add, set, unlink, and list task dependencies and dependents to manage work sequencing in complex projects
- Comments and stories: Create task comments and list task stories to feed notification workflows or sync discussion context to connected systems
Agents
Build agents with Asana and Tray
Tray agents turn Asana project and task data into action. They ground on approved task, project, section, portfolio, and custom field context, then call governed tools to create work items, update records, manage assignments, and answer operational questions. Every outcome writes back to Asana and connected systems, so teams can ask, act, and audit in one continuous flow.
Ground agents with the work context they need to act accurately
- Object scope: Access tasks, subtasks, projects, sections, portfolios, custom fields, attachments, tags, teams, and workspace members within approved OAuth permissions
- Freshness: Query live Asana data on demand or respond to task and project events via webhook triggers
- Scoped access: Limit agents to the projects and operations relevant to their role
Frequently Asked Questions
Find answers to common questions about our products and services.
Can Tray work across multiple Asana workspaces?
Yes. Each workspace authenticates separately in Tray. Workflows can reference multiple Asana authentications to read from or write to different workspaces in the same flow.
How does Tray handle Asana's custom fields?
Tray supports creating, updating, and listing custom fields at the workspace level, managing dropdown options, and reading task custom field values by project, making it possible to route, filter, or export tasks based on custom field data.
Can Tray copy entire Asana projects including custom fields?
Yes. Tray supports copying all tasks and all custom fields from a source project to a new project, making it possible to provision new initiatives from a standard template as part of an automated workflow.
Can Tray handle Asana workflows with approvals?
Yes. Tray can route sensitive actions such as project creation, bulk task updates, or membership changes through a Slack or email approval step before executing.
FAQs
Tray supports creating, updating, and listing custom fields at the workspace level, managing dropdown options, and reading task custom field values by project, making it possible to route, filter, or export tasks based on custom field data.
What comes standard with Tray
Whether your systems, data, or models run in the cloud or on-premises, Tray connects them in one secure platform. Every connection, workflow, and agent operates under IT governance with encryption, audit logging, and access controls built in. Security teams can trust that all integrations comply with enterprise network and authentication policies.
Universal connectivity
- Prebuilt connectors: 700+ connectors plus a universal HTTP connector for any REST API
- Custom connectors: Build custom connectors that behave like native ones
- Connect anywhere: Cloud or on-prem systems supported
On-premises connectivity
- Connect securely: Access on-premises systems, whether first-party or third-party
- Meet network requirements: Connect through approved configurations that align with enterprise security policies
- Enterprise protocols: Support multiple on-premises security standards for safe integration
Authentication management
- Secure credentials: Collect and store authentications with full encryption
- Encrypted data: Protect all data at rest and in transit
- Role-based control: Partition credentials by workspace and access level
Security and governance
- Certified compliance: SOC 2 Type II, GDPR, CCPA, HIPAA
- End-to-end protection: Encryption, detailed audit logs, scoped connections, and OAuth scopes