Originally published at: Synchronize your tasks and documents with ONLYOFFICE DocSpace and Asana integration via Zapier | ONLYOFFICE Blog
Efficient project and document management is essential for any team aiming to stay organized and productive. With the integration of ONLYOFFICE DocSpace and Asana through Zapier, you can seamlessly sync tasks and documents, reducing manual work and improving collaboration. Let’s explore how this integration can streamline your workflow and how to set it up.
About the ONLYOFFICE DocSpace and Asana integration
Asana is a popular task and project management tool used by teams to organize, track, and manage work. It allows users to create tasks, set deadlines, assign responsibilities, and monitor progress. It is an essential platform for keeping projects on schedule and teams aligned. Asana visual boards and timelines make task management intuitive and flexible.
ONLYOFFICE DocSpace is a versatile room-based platform that enables teams to create, co-edit, and manage various office documents, including text documents, spreadsheets, presentations, fillable forms, and PDFs. It provides a centralized hub for secure document collaboration, featuring real-time co-editing, version control, and customizable sharing permissions.
Why to integrate ONLYOFFICE DocSpace with Asana
The ONLYOFFICE DocSpace and Asana integration provides a seamless connection between document management and task tracking.
By linking these platforms, you can reduce manual input and ensure your team remains aligned with project updates. For example, when a new document, spreadsheet, or presentation is created or edited in DocSpace, a corresponding task can be automatically created or updated in Asana, keeping everyone informed.
This automation saves time, eliminates errors from manual task management, and ensures a smooth flow of information across platforms. Your team will stay on top of their tasks with real-time updates.
Ready-to-use Zapier templates
Zapier allows users to connect different apps and automate repetitive tasks without coding knowledge.
For instance, using Zapier, you can automatically add a task in Asana whenever a new room is created in ONLYOFFICE DocSpace. Likewise, updates in DocSpace files – whether they are spreadsheets, presentations, or PDFs – can trigger changes in Asana tasks.
The following ready-to-use Zaps models are currently available for Asana:
- Attach new ONLYOFFICE DocSpace files to Asana tasks;
- Generate Asana tasks for new ONLYOFFICE DocSpace folders;
- Create Asana projects for new ONLYOFFICE DocSpace rooms;
- Create Asana tasks for new ONLYOFFICE DocSpace files;
- Create Asana tasks for new ONLYOFFICE DocSpace rooms;
- Upload new Asana task attachments to ONLYOFFICE DocSpace rooms;
- Create folders in ONLYOFFICE DocSpace for new projects in Asana;
- Create folders in ONLYOFFICE DocSpace for newly completed Asana tasks.
Zapier supports the integration of ONLYOFFICE DocSpace with other apps like Slack, Hubspot, Discord, Trello, Zoom, Pipedrive, Gmail, and many others.
Setting up the integration
Let’s see how to set up the integration using the example of the Zap template “Attach new ONLYOFFICE DocSpace files to Asana tasks” to automate file attachments between the two platforms.
Step 1. Sign into Zapier
Start by signing into your Zapier account. If you don’t have one, create a new free account. Once logged in, you will be redirected to your dashboard to begin setting up your integration.
Step 2. Add DocSpace and Asana apps
Now, you need to add apps to your Zapier. To do this:
- On the Zapier dashboard, go to the Apps section on the left-side panel.
- Click + Add connection and search for ONLYOFFICE DocSpace in the list.
- Provide your DocSpace URL, email, and password to authorize the connection. To connect, click Yes, Continue to ONLYOFFICE DocSpace.
After these steps, ONLYOFFICE DocSpace will appear in your list of connected apps on Zapier.
If Asana is not connected to Zapier, follow the steps above to add the application.
Step 3. Select a Zap template
Go to the ONLYOFFICE DocSpace Zapier page, where you will find pre-configured Zaps. From the available templates, choose “Attach new ONLYOFFICE DocSpace files to Asana tasks” or another one you want to apply.
Click Try it to continue.
Step 4. Set up the trigger
The trigger determines when the automation will begin. In this case, the Zap will activate whenever a new file is added to a room in ONLYOFFICE DocSpace.
For the trigger to work correctly, select the room where the files will be created. Go to the Trigger tab and select Room ID and Folder ID (optional) from the drop-down list.
Besides, if you want to customize the trigger, you can set:
- Event that will provoke the Asana action in the App & Event tab;
- Account if you are connected to several DocSpace accounts.
Once it is set up, test it. Go to the Test tab and click Test trigger. If the test was successful, click Continue.
Step 5. Check the Zapier action
Since we are using the Attach new ONLYOFFICE DocSpace files to the Asana tasks model, Zapier must perform an additional action, namely downloading the created document from DocSpace. This action will be done automatically.
As in the previous step, customize the following settings:
- The room where the file is located;
- The folder where the file is located (optional);
- The file ID.
If everything is configured, go to the Test tab and click Test action. To go to the next step, choose Continue.
Step 6. Configure the action
Next, check the configuration of the action that will happen in Asana when a new file is uploaded to DocSpace.
Here, it is important to set the Project and Task where the DocSpace file will be attached.
Then, click the Test step button. If the test is successful, click Publish.
That’s it! Your Zap is now set up, and you will automatically see attachments in Asana when you create a new file in your DocSpace.
Step 7. Test the Zap
Now let’s check how the model works in our applications. Сreate a new file in the mentioned room in DocSpace.
Go to your Asana account and see the document attached to the task.
Start with a free DocSpace account
Sign up for a free DocSpace account now and connect it to other apps on Zapier to automate your workflows and eliminate repetitive tasks: