Asana + Document360

Many organizations around the world use Asana for organizing, tracking, and managing their work. You maintain different tasks under different projects to manage different teams. Documentation is one such team with multiple writers, editors, and external content agencies.

Use Case

You have chosen Document360 as your Knowledge base platform. Your company works with multiple external vendors for content contribution. Asana makes for a good collaboration platform, but you have the task of adding the articles created on Asana onto the Document360 knowledge base. Yes, it can be done manually, but it takes more effort, is time-consuming, and the probability of the mishap is high.

Currently, there is no direct integration option available between Asana and Document360 from either of the platforms.

Workaround

As a workaround, you can use Zapier integration to bridge this gap. By connecting Asana and Document360 on Zapier, you can easily facilitate the content flow between these platforms.

Ensure that you have logged into your Zapier account.

• Go to the following URL
  https://zapier.com/apps/asana/integrations/document360/770729/create-an-article-in-document360-from-tasks-created-in-asana

• Click on the Try this template button

• Click on the Get started button

Connecting Asana and Document360 in Zapier

Step 1 - Connect Asana

1. Click on Connect or Connect a new account and key in your credentials on the new access window

2. Select your Asana account → Next
3. Select your Workspace → Next
4. Select your Project → Next

Step 2 – Connect Document360

1. Click on Connect or Connect a new account
2. A new pop-up window would open with an API token field to connect with the knowledge base project
3. You can obtain the API token from the Document360 portal

3. Head back to the pop-up window, paste the API token in the field, and click on Yes, Continue

4. You can find the connected Document360 project on the Connect your Document360 account page. Click on Next

Step 3 - Customize Zap

1. Map the required fields from Asana into Document360

2. You have multiple options to choose from (depending upon your business requirements):
3. The selected element(s) would be added as the title of the article
4. The selected element(s) would be added as the content of the article
5. You can choose the article location and publish option.

• Version - Choose the desired version in the knowledge base project, you want the article to be created in
• Language - Choose the desired language in the selected version, you want the article to be created in
• Category - Choose the desired category in the selected language, you want the article to be created in
• Publish - Choose True for the article to be published. Choose False for the article to be in draft state.

6. Click on the Next button

Step 4 – Test Zap

1. Once you have configured the actions in Document360, the Zap needs to be tested to make sure it’s configured correctly
   (Zapier would create an article on Document360 to make sure everything works)
2. Click on the Send test button

3. If successful, you would get the message “Test Article sent! Check your Document360 account to view it.’’
4. Visit your Document360 knowledge base portal and you can find the desired article under the category you have previously selected
5. Head back to the Zapier setup window and click on the Next button

Step 5 – Turn on Zap

Now that the Zap has been tested and made sure it works fine, review/edit the settings before turning on the Zap.

You can edit the settings configured on the trigger and the corresponding action of the new article in Document360

Finally, click on the Turn on Zap button

You would get a success message window stating Your Zap is on!. You can click on the Manage your Zap button to go to your Asana+Document360 Zap overview page.

Created Zap overview

Create articles in Document360 from new Asana tasks

You can view and edit the information about your created Zap on the Zap overview page

Zap runs

Whenever a new task is created in Asana, zaps runs automatically to create an article in Document360.

To make a copy of the Zap, click on the following link
https://zapier.com/apps/document360/integrations/asana