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Asana is where many teams track projects, manage work, and coordinate across functions. When a DialNexa call produces an action item - a follow-up, a callback, a deliverable, an escalation - DialNexa can create the Asana task automatically, assigned to the right person, in the right project, with all the context from the call already written in.
Use Asana for action-item tracking from calls, not as a CRM. It’s most powerful when your team already lives in Asana and you want call outcomes to flow directly into their existing task management workflow.

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What this integration does

DialNexa connects to Asana through the Asana API. After a call, DialNexa can:
  • Create a new task in a specified Asana project with name, description, assignee, due date, and custom fields
  • Add a task to a project with tags, sections, and follower assignments
  • Update an existing task - add a comment, change the status or completion, or update fields
  • Search for existing tasks to avoid duplicates when the same caller triggers multiple calls
  • Add subtasks to existing project tasks when a call reveals additional items within an ongoing project

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When to use DialNexa with Asana

Callback queue management - when callers request to speak with a human, each request creates an Asana task in the Callbacks project, assigned to the right rep, with the caller’s details and preferred time. Commitment tracking - every time an agent promises something on a call - a document, a price quote, a technical spec - an Asana task is created for the person who needs to deliver it, with a due date set based on what was promised. Escalation workflows - when a call reveals a cross-team issue (a technical problem, a compliance question, a billing discrepancy), the escalation becomes an Asana task in the right team’s project - with urgency, context, and the relevant stakeholders tagged. Customer success follow-ups - CS teams that manage customer projects in Asana can use DialNexa to create follow-up tasks from check-in calls - automatically updating the project with what was discussed and what’s needed next. Product feedback - customer feedback, feature requests, and bug reports captured on calls create structured Asana tasks in the product backlog - with the customer’s exact phrasing and account context included.

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What DialNexa writes to Asana

New tasks

Creates tasks with name, description, assignee, due date, and any custom fields - populated from call data so the task arrives with everything the recipient needs.

Task comments

Adds comments to existing tasks with call update notes - useful when a call is one of many touchpoints in an ongoing project.

Subtasks

Creates subtasks within existing Asana tasks - for breaking down a customer commitment or project milestone into specific action items from the call.

Task completion

Marks a task as complete when a call confirms its resolution - for example, marking a callback task done after the callback happens.

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Setting up the integration

In your DialNexa agent workflow, add an Asana action after the call. You’ll configure:
  1. Asana access token - from your Asana account developer settings (set up once in DialNexa integrations)
  2. Workspace and project - which Asana workspace and project to create tasks in
  3. Section - which project section the task should land in (e.g., “Unassigned,” “This Week,” “Callbacks”)
  4. Task field mapping - task name, notes, assignee, due date, and tags using DialNexa variables
  5. Conditions - optional rules so tasks are only created for specific call outcomes

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Workflow ideas

Every caller who asks to speak with a human creates an Asana task in the Callbacks project: name, phone number, preferred time, what they want to discuss, and the assigned rep. The task appears in the rep’s Asana inbox. They work the queue in priority order. No missed callbacks, no “I thought someone else was handling it.”
An agent promises a customer that someone will send them a product comparison document by end of the week. DialNexa creates an Asana task: “Send [Name] the product comparison - they’re evaluating [product] vs [competitor]. Due: Friday.” Assigned to the right person. Visible in their Asana inbox. No more promises made on calls that get forgotten by the following morning.
Customers call in with feature requests and usability frustrations. DialNexa creates an Asana task in the product Feedback project for each one - the customer’s exact words, their company size, and how many times the issue has come up (via a custom field DialNexa increments). Product managers review a structured backlog of real customer voice, not a support team’s paraphrase.
Your CS team runs customer onboarding projects in Asana. After each check-in call, DialNexa creates a task for any blocker raised - “Customer can’t access [feature] - engineering to investigate” - and adds a comment to the milestone task with the call summary. The Asana project reflects what’s actually happening with the customer, not just what the CSM remembers to write up.

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Pairing Asana with other integrations

  • Asana + Slack - when a high-priority Asana task is created from a call, Slack notifies the team channel with the task link and urgency
  • Asana + HubSpot - create an Asana follow-up task while logging the outcome to HubSpot for CRM tracking - operations and sales stay in sync
  • Asana + Gmail - when a commitment task is created in Asana, trigger the follow-up email from Gmail in the same workflow
  • Asana + Google Calendar - when a follow-up meeting is required, create the Asana task and the Google Calendar event simultaneously

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Common questions

Yes. Assignees can be set using the Asana user ID or email. You can configure the assignee based on call routing logic - callbacks to the assigned rep, escalations to the team lead, product feedback to the product manager.
DialNexa can search for existing tasks in a project before creating a new one - checking a custom field (like phone number or account ID) for a match. If an open task already exists for that caller, DialNexa adds a comment instead of creating a duplicate.
Yes. Due dates can be set relative to the call date - “call date + 24 hours,” “next business day,” or a specific date captured during the call. The agent can also ask the caller for a preferred date and use their response as the due date.
Yes. Asana custom fields on tasks (text, number, dropdown, date) can be populated with DialNexa call variables during task creation.
The current integration focuses on task and project management. Asana Goals and Portfolios are not directly writable through the DialNexa action, but tasks connected to those portfolio projects are accessible.