Asana is a work management platform used by teams to plan projects, track tasks, and coordinate cross-functional work. Customer-facing teams often run onboarding, implementation, and delivery projects inside Asana. The Custify integration brings that task data into your customer profiles, so your CS team can see project health, open items, and overdue work without leaving Custify.
What can I do with Custify and Asana?
- See all open, completed, and overdue Asana tasks for each customer directly on their company profile in Custify.
- Track onboarding and implementation progress without switching tools, and spot customers with stalled projects before they escalate.
- Use task count metrics, such as total open tasks or overdue tasks, in Custify health scores to flag at-risk accounts automatically.
- Trigger playbooks based on task data: for example, alert a CSM when a customer’s overdue task count crosses a threshold.
- Prepare for renewal conversations and QBRs by reviewing completed versus open work per account.
- Identify implementation bottlenecks across your portfolio by monitoring task status at scale.
How does Asana work with Custify?
Custify connects to your Asana account via OAuth and imports tasks from the projects you select as Tickets. Each task is matched to the right company or person in Custify using one or more matching strategies you configure: a custom field containing a Company ID or Name, a custom field with a customer email address, the task assignee’s email, or a project-to-company mapping.
Tasks that cannot be matched to a Custify company or person are skipped. This keeps your data clean and relevant.
From a connected Asana workspace, Custify syncs:
- Task title, description, status (open or completed), and due date
- Assignee name and email
- Tags and comments
- Custom field values
- Overdue status (open tasks past their due date)
The integration also computes per-company metrics automatically: total tasks, open tasks, completed tasks, and overdue tasks. These update with each sync and can be used in segments, health scores, and dashboards.
FAQ
How are Asana tasks matched to Custify companies?
You can configure one or more matching strategies. The most common approach is a custom field on the Asana task containing the Custify Company ID or Name. You can also match by a customer email field, by the task assignee’s email, or by mapping an entire Asana project to a specific company.
Can I get more granular task statuses than just “open” or “completed”?
Yes. In the advanced settings, you can select a custom Asana field to use as the ticket status, or enable the option to use the board section name (for example, “In Progress,” “In Review,” “Blocked”) as the status in Custify.
Does Custify write anything back to Asana?
No. Custify only reads data from Asana. No tasks, comments, or fields are created or modified in your Asana account.
How often does the sync run?
Custify runs incremental syncs automatically on a regular schedule, pulling only tasks modified since the last run. You can also trigger a full sync manually at any time.
How Do I Activate This Integration?
- In Custify, go to Settings > Integrations and find Asana in the list.
- Click “Connect to Asana” and authorize Custify through Asana’s consent screen.
- Select the Asana workspace and the projects you want to import tasks from.
- Configure your entity matching strategy: choose at least one method to link Asana tasks to Custify companies or people.
- Set any advanced options such as custom status fields, priority fields, or section-as-status.
- Click “Trigger first import” to run the initial sync.
