Recipes

Asana recipes

Turn texts into Asana tasks, and text a client when their task is done.

Two recipes for Asana. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

How Asana connects

Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Make a task from each text

Part	What it is
Trigger	BlueBot’s New Incoming Text trigger in Zapier
Action	BlueBot’s New Incoming Text trigger starts it, and Asana takes the text
Connects through	Zapier

Steps

Start a Zap with BlueBot’s New Incoming Text trigger.
Add Asana’s Create Task action in the project where requests go.
Put the sender’s number in the task’s name and the words of the text in its description.

Map the fields

From BlueBot	Into Asana
From	The phone number to find the person by in Asana. It’s in E.164 (`+15555550123`); search by the last 10 digits if Asana stores numbers another way.
Text	The words, for a note, a row or a message. Null when the person sent only a picture.
Received At	When it came in, in UTC.
Files	Pictures and voice memos. Each `url` works for an hour, so copy a file you want to keep.
Chat ID	Set when the text came in a group chat; null for a one-to-one text.

Test it

Text your BlueBot number from another phone, one you’ve texted through BlueBot before, then press Test trigger in Zapier. It loads that text with its fields, ready to map. BlueBot copies texts from people you’ve texted through it, unless you set Which chats to copy to Everything.

Text a client when their task is done

Part	What it is
Trigger	When a task is completed in Asana
Action	BlueBot’s Send Text action
Connects through	Zapier

Steps

Keep the client’s phone number in a custom field on the task.
Start a Zap with Asana’s trigger for a completed task in the project.
Add BlueBot’s Send Text action and map that field to To.

Map the fields

BlueBot field	Map it to
To	The person’s mobile number from Asana. US numbers can leave off the +1.
Text	Hi {{first_name}}, {{task_name}} is done. I’ve sent the details to your email.
`{{first_name}}` in the text	Asana’s first name field.
`{{task_name}}` in the text	Asana’s task name field.
Metadata	`source` set to `asana`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service	Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Asana’s field back into To and turn the Zap on.

Before you turn it on

Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
Asana with BlueBot on the integrations page says what else the two do together.