Integrating with Asana
Integrating FireHydrant with Asana enables you to create and sync incidents and action items created in FireHydrant with tickets in Asana.
At the end of this guide you'll be able to:
- Automatically create Asana tickets when incidents are declared in FireHydrant
- Create follow up tasks in Asana from FireHydrant
- Map additional fields from FireHydrant into Asana
To get started, make sure you're logged into your FireHydrant account and have "owner" permissions. Only users with the Owner role can manage integrations in FireHydrant.
Next, visit the integrations page under settings to get to the Asana installation page.
Once here, click the
[ + ] button to kick off the OAuth flow between FireHydrant and Asana. You should see a screen that looks like this:
Once you've authorized FireHydrant, you'll be brought back to the integration page where you'll see the new integration connected! 🙌
Note: FireHydrant will create and manage data as the user that is authorized in this step. If possible, we recommend utilizing a service account in Asana for the authorization.
Once FireHydrant has been authorized to Asana, you'll need to add the projects in Asana to FireHydrant so that we can create and manage tasks appropriately. This is a mandatory step for the integration to work properly!
When you select the projects you want, it unlocks the ability to:
- Create incident tickets in Asana from a runbook
- Create follow ups in Asana from incident follow ups in FireHydrant
Once you've added a project to Firehydrant, you'll be brought to the field mapping screen for the project, this step is optional if you do not have any field level validation in the Asana project.
Our Asana integration allows teams to ensure that your incident management process is consistent with their project management setup. It's common for teams to create n Asana ticket from a FireHydrant Runbook when an incident is declared, for example.
To create an incident ticket from a runbook, you'll need to add a step to an existing runbook or create a new one. In this guide, we're creating a new runbook to demonstrate.
Once on this page, set some simple values in the name and description. If you'd like for this runbook to always create a ticket when a new incident is declared, remove the "When invoked" condition on the runbook.
Next, we need to add a step to this runbook that will create our Asana ticket. Click the
[ + Add Step ] button, search for "Asana" and select the "Create an Asana ticket" step from the lefthand menu. Once selected, choose the project you'd like for FireHydrant to create the ticket within.
The title and description fields for this runbook step are configurable using Liquid, which gives you an ample amount of flexibility when creating tickets in Asana for an incident.
Save your new runbook, and we'll get to the exciting part: Testing it!
Every Runbook in FireHydrant can be tested independently without going through the pain of declaring an incident. After saving your Asana runbook, you'll be brought to a page with the option to execute every step in a safe way.
Click the "Test" button on the Runbook page, and click through the confirmation dialog that appears. You'll then be redirected to a test Incident with only the Asana runbook attached.
And Voilà! An Asana ticket has been created for this incident.
And we can see the ticket in Asana as well.