Asana Integration
Authorize Convor to access Asana, choose the default workspace and project, and manage support tasks from the inbox.
Connect Asana to Convor so operators can create and manage tasks without leaving the support inbox.
No developer setup required
Convor owns and maintains the Asana OAuth application. You do not need to create an app or paste a personal access token.
Prerequisites
- An Asana account with access to the target workspace and project
- Permission to create and update tasks in that project
- Administrator access to your Convor organization
- A Convor plan that includes the Asana integration
Connect Asana
- In Convor, open Integrations and select Asana.
- Click Connect Asana.
- Sign in to Asana and approve the requested access.
- Return to Convor and select the default workspace and project.
- Optionally select a default section and assignee.
- Save the defaults and use Test connection.
What Convor stores
Convor stores the OAuth tokens encrypted and keeps them out of the dashboard. The integration page shows only account metadata and the resources you selected.
Supported features
| Feature | Description | Status |
|---|---|---|
| Workspace and project selection | Choose where new support tasks are created | Supported |
| Default section and assignee | Route new tasks to the appropriate team location | Supported |
| Task creation | Create tasks with conversation notes and an optional due date | Supported |
| Task management | List, update, complete, reopen, comment on, tag, and delete tasks | Supported |
| Connection validation | Verify access without exposing credentials | Supported |
Troubleshooting
A workspace or project is missing
Reconnect Asana and confirm that the authorizing account can access the resource. Private projects are shown only when that account is a member.
Task creation fails
Confirm that the selected project still exists and that the connected account has permission to create tasks. Also verify that the selected section and assignee still belong to the chosen workspace or project.
Access expired or was revoked
Open the integration and reconnect Asana. Existing Convor conversation history is not removed.
Disconnecting
Click Disconnect. Convor removes the stored Asana authorization and defaults. Existing tasks in Asana are not deleted.
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