Create an Asana Task for Each New Shopify Order

4 min setup

No coding required

Runs automatically

Streamline order management by automatically creating a task in Asana each time a Shopify order is placed. This MESA workflow template helps you and your team stay organized, prioritize order fulfillment, and reduce the need for manual data entry. Keep track of new orders in real-time, prevent backlogs, and ensure a seamless process from order placement to fulfillment.

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Order Created

Create Task

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How it works

3 steps to start creating Asana tasks for every new Shopify order

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This trigger detects new orders in real-time, capturing all the order data needed to create detailed Asana tasks with customer and product information.

When a customer completes a purchase on your Shopify store, this trigger automatically captures the complete order details including customer information, shipping addresses, line items, and order totals. The trigger runs instantly when orders are created and passes all order data to the next steps. No configuration is needed - it automatically connects to your Shopify store and monitors for new orders.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This step gets your store's domain name so the Asana task can include a direct link back to the order in your Shopify admin.

This step automatically retrieves your shop information from Shopify, specifically your myshopify domain name. The domain gets used in the final step to create clickable links in the Asana task that take you directly to the order details in your Shopify admin. This runs automatically each time and requires no setup from you.

App connector: Asana • Time to complete: 2 minutes

Why this matters: This creates the actual Asana task with all order details formatted for easy review, including customer info, product details, and admin links.

You'll configure this step to specify which Asana workspace and project should receive the new tasks. In the "What is the workspace?" field, enter your Asana workspace ID, and in the "What is the project?" field, enter your target project ID. The task automatically gets named with the order number and includes comprehensive order details in the description: customer contact information, shipping and billing addresses, individual line items with quantities and SKUs, plus a direct link to view the full order in Shopify admin.

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Frequently asked questions

Will this create separate Asana tasks for orders with multiple products?

No, this creates one Asana task per order regardless of how many products are included. All line items, quantities, and product details get listed within the single task description for easy review.

Can I customize which order information appears in the Asana task?

Yes, you can modify the HTML notes field in the Create Task step to include or exclude specific order details like customer notes, discount codes, or shipping methods based on what your team needs to see.

What happens if my Asana project gets archived or deleted?

The workflow will fail to create tasks and you'll receive error notifications. You'll need to update the project ID in the Create Task step to point to an active Asana project before new orders can generate tasks again.

Make this template your own!

Customize this workflow even further:

Set task priorities based on order value

Add conditions to assign high-priority labels to Asana tasks when order totals exceed your VIP customer threshold.

Chain multiple project management actions

Connect additional steps to update customer records, notify fulfillment teams via Slack, and create calendar reminders for follow-up touchpoints.

Store order analytics in tables

Save order metrics, customer lifetime value, and product performance data in MESA tables for advanced reporting and trend analysis.

Deploy AI agents for smart task routing

Let AI agents analyze order details and automatically assign tasks to specific team members based on product types, shipping locations, or customer segments.

"MESA has been a game changer for us. And, if you ever get stuck, their support team is always super helpful."

PetFriendly

"It's like Zapier but exactly designed for Shopify. I have been able to complete all the workflows that I've needed."

Zailys

"The MESA team has been amazing at helping us set up our automations. We would highly recommend this app!"

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Create an Asana Task for Each New Shopify Order

How it works

Order Created

Retrieve Shop

Create Task

Frequently asked questions

Will this create separate Asana tasks for orders with multiple products?

Can I customize which order information appears in the Asana task?

What happens if my Asana project gets archived or deleted?

Make this template your own!

You're in good company

Ready to start creating Asana tasks for every new Shopify order?

Create an Asana Task for Each New Shopify Order

How it works

Order Created

Retrieve Shop

Create Task

Frequently asked questions

Will this create separate Asana tasks for orders with multiple products?

Can I customize which order information appears in the Asana task?

What happens if my Asana project gets archived or deleted?

Make this template your own!

You're in good company

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Ready to start creating Asana tasks for every new Shopify order?