How it works

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

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Order Created
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.

Retrieve Shop
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.

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Create Task
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.

Make it 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.

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.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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