How to integrate SAS with Asana
SAS offers a number of app 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.
In this article we'll discuss:
Connect Asana with Your SAS Account
Setting Contact Data Parameters
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.
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.
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.
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.
Integrate Asana into Your Script
With all of your integration settings complete, you'll need to add the integration into your SAS script.
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.