How to integrate SAS with Asana
SAS offers a number of call center integrations that are designed to make your life easier. Asana is an online project management system that helps you stay organized by creating tasks, tracking progress, creating workflows, prioritizing your to-do list, and more. If your business uses this software, integrating your account with the Asana app in the portal will automatically push data from your calls into Asana. This eliminates the need for you to do double the work, converting messages into new entries.
Follow the step-by-step instructions below to connect Asana to your SAS account. In this tutorial, you'll learn how to:
- Connect Your Asana with the SAS Asana App
- Set Contact Data Parameters
- Create Your Asana Tasks
- Configure Custom Mappings (Optional)
- Integrate Asana into Your Script
Connect Asana with Your SAS Account
1. In the SAS Desk portal, click Apps from the left side menu. From the Apps screen, click the Configure button under the Asana logo.
2. On the next screen, click Connect to my account.
3. If you are already logged in to Asana, when the pop-up opens, click Allow to give SAS access.
Setting Contact Data Parameters
1. Now that Asana is connected to the app, click Add configuration to begin the setup. The Asana Integration section will be displayed. This is where you'll set the parameters for how you'd like call data to be sent to Asana.
2. First, select the Script that you'll be connecting.
3. Then, you'll need to select the corresponding Project where SAS will send callers' data.
Create Your Asana Tasks
Once the configurations are set, you'll need to create the content of the task we'll be starting in Asana.
1. Next to Task, you'll see a list of all of the custom step labels associated with the campaign you selected, in addition to default variables, such as [FirstName], [PhoneNumber], [Email], etc. If you have multiple paths in your script, they will each have a different set of variables. So, you'll need to access the call script builder to determine the step labels in the specific path you are mapping.
Keep in mind that you can build a separate integration for every script path, each with their corresponding step labels.
Click the variables from the left side, and they will populate in the box on the right.
2. After you add the variables that you'd like to appear in the task, be sure to format them by placing each element on a separate line. You can also add headings such as, "Phone Number: [PhoneNumber]."
Asana Custom Mappings (Optional)
Depending on the type of Asana account you have, you may be able to map your call data directly to specific Asana fields by adding Custom mappings.
1. To begin, click Add new option.
2. In the first drop down box, select either SAS or Text.
SAS will allow you to use specific SAS script variables to populate Asana's fields. If you select SAS, the second column will allow you to select a script variable.
Text gives you the option to type your own static data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
3. After you've completed the second column, you will set the Object, Type and Asana Field.
Integrate Asana into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
1. Click the Save configuration button in the lower right corner.
2. A pop-up will open containing the integration link. Right click to copy the link text, or highlight the link with your cursor and press CTRL+C. Then, click OK.
3. To complete the integration, follow the web pop instructions in this article. Keep in mind that you'll want to create the web pop step at the end of the script path and before the closing.
NOTE: Some integrations and access to external websites are restricted to designated operator distribution groups. If you are adding either to your script, please reach out so we can make sure your account is assigned to the proper distribution.