How to Integrate SAS Flex with Asana
SAS Flex offers a number of app integrations that are designed to make your life easier, such as Asana. 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
- Configure Custom Mappings (Optional)
- Integrate Asana into Your Script
Connect Asana with Your SAS Account
Setting Contact Data Parameters
Asana Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Asana fields by adding Custom mappings.
Collector will allow you to use specific SAS script variables to populate Asana's support ticket fields. If you select Collector, use the dropdown in the second column to select a script variable.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object dropdown gives you 2 options: Task or Section. The Object determines which Asana fields will be available.
The Type drop down gives you options for Standard or Custom. Selecting Standard will bring up the default fields for the Object you selected. Setting it to Custom will bring up any custom fields that you have built into your Asana system.
The Mapping dropdown will display the Standard or Custom fields within your Asana setup. Note that depending on your Asana configuration, not all fields may map.
Integrate Asana into Your Script
When all of your integration settings are complete, contact SAS at email@example.com to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.