A task per request, already filled in
Sending a request creates the Asana task — due date, priority, status, description and instructions all carried across, plus the client’s name and email.
Asana integration
Every request, a task that updates itself.
Paste an Asana token, pick a project, done. From then on ClientLoop creates the task, moves it as the client submits, uploads and replies, and ticks it off when the request is approved. No Zapier subscription, no middleware, nothing to maintain.
The gap
Your board tracks the work — but not the documents
The task says “collect this month’s paperwork”. Whether the client has actually done it lives in your inbox. ClientLoop closes that gap: the request drives the Asana task, from the moment it is sent to the moment it is signed off.
Example workflow
ClientLoop → Asana — the request keeps the task current
You send a requestIn ClientLoop
Task appearsIn your Asana project
Client uploads, repliesStatus + comments follow
Request approvedTask ticked off
Set it up
Two fields, once
It is a native connection, not an automation you have to build and then look after.
- Create a Personal Access Token in Asana, under My Settings → Apps → Developer apps.
- Paste it into Integrations in your ClientLoop dashboard, along with the project ID — the long number in the project’s Asana URL.
- That’s it. ClientLoop checks the token and the project before saving, then starts creating tasks with the next request you send.
The token is stored encrypted, never in plain text, and is only used to sync your tasks. Disconnecting clears it — tasks already in Asana stay put.
What you get
Keep Asana and document collection in step
Your custom fields, populated
Project has Priority or Status fields? ClientLoop writes into them and adds any option they are missing. No such fields? The values stay in the task notes.
Status that keeps itself current
Submitted, changes requested, approved, rejected, completed, cancelled — and every upload. Each one refreshes the task’s Status field as it happens.
Messages land on the task
A reply from the client, or from your team, is posted as a task comment showing who wrote it — so the conversation sits where the work is planned.
Tasks that tick themselves off
Approved, completed or cancelled: the Asana task is checked off automatically. Move a due date in ClientLoop and the task’s date moves with it.
It cannot break your workflow
Every Asana call is fire-and-forget. If Asana is slow, erroring or the task has been deleted, ClientLoop carries on regardless — the request never fails because of it.
What syncs, exactly
Nine events, and what each one does.
Not a category of things that “can” be wired up — this is the full list of what the integration does, in the order a request tends to move.
Titled “Documents from [client]: [request]”, carrying the due date, priority, status, description and instructions.
The client has sent their documents back; the task reflects it without anyone typing.
You asked for something again — the board shows the request is back with the client.
Approve in ClientLoop and the Asana task completes itself.
A rejection is visible on the board, not just in the request.
The request is done; nobody has to close the task by hand.
Cancelled work closes too, so no one chases a client for documents nobody needs.
A short note lands on the task the moment files arrive, and the status refreshes.
Any message from you or the client is posted on the task, with the author’s name and the full text.
Move a request’s due date and the task’s date moves with it. Everything else on the task is yours — ClientLoop only touches what is listed above.
One direction
ClientLoop keeps Asana up to date. Asana does not drive ClientLoop.
Worth being plain about, because plenty of integrations are not. The sync runs one way. Creating a task in Asana, moving it between sections or ticking it off changes nothing in ClientLoop — no request is created, sent or closed as a result.
If you want the other direction, you can build it yourself with the ClientLoop API. That is the section below, and it is deliberately separate from what the integration does on its own.
Want the other direction? Build it
Let an Asana task start a request
Not part of the integration — a flow you assemble yourself, in about the time it takes to make a Zap. Zapier, Make and n8n all have native Asana triggers, and ClientLoop’s REST API creates and sends a request from a client email and a document set. A recurring monthly Asana task can therefore kick off the collection.
You build this: an Asana task calls the ClientLoop API
Asana taskCreated or moved
Zapier / Make / n8nAsana trigger
POST /v1/requestsClientLoop API
Client gets requestOne magic link
You will need an API key from your workspace — API access is a Pro feature. ClientLoop’s outbound webhooks, on the same plan, let the same automation react to what happens next if you want Asana actions beyond the ones the native sync already handles.
Zapier
No-code, with native Asana triggers. The quickest way to have a new or moved Asana task call the ClientLoop API.
See Zapier integration →Make
Visual scenarios with a native Asana module — useful when the trigger needs branching or a few steps before the API call.
See Make integration →n8n
Self-hosted or technical workflows. Best when you want full control, or to keep the flow on your own infrastructure.
See n8n integration →Who it's for
Built for teams that run their work in Asana
FAQ
Common questions
Does ClientLoop have a native Asana integration?
Yes. Connect it from Integrations in your dashboard by pasting an Asana Personal Access Token and the ID of the project you want tasks in. ClientLoop talks to the Asana API directly — no Zapier, Make or n8n in between, and nothing to subscribe to on top. ClientLoop verifies the token and the project before saving anything, and the token is stored encrypted.
Which way does the sync run?
One way: ClientLoop keeps Asana up to date. Asana does not drive ClientLoop. Sending a request creates the task, and everything that happens to that request afterwards — submissions, uploads, messages, approvals — updates the same task. Nothing you do in Asana creates, sends or changes anything in ClientLoop.
Which events update the Asana task?
Nine: request.created, request.submitted, request.changes_requested, request.approved, request.rejected, request.completed, request.canceled, comment.created and document.uploaded. Changing a request’s due date also pushes the new date onto the task.
Can Asana create ClientLoop requests?
Not out of the box — there is no inbound Asana path in ClientLoop. You can build that direction yourself: Zapier, Make and n8n all have Asana triggers, and ClientLoop’s REST API can create and send a request. That is your automation, not part of the integration, and the API is a Pro feature.
What happens to my Priority and Status values?
If your Asana project has custom fields named Priority or Status, ClientLoop writes into them — and creates any option the field is missing, so a status your board has never seen appears rather than being dropped. If the project has no such fields, the values live in the task description instead.
Do I need a developer to set this up?
No. The native sync is a token and a project ID, pasted once by a workspace admin. A developer is only involved if you decide to build the Asana → ClientLoop direction yourself with the API.
What happens if Asana is down, or I disconnect?
Every Asana call is fire-and-forget: a failure on Asana’s side can never break a ClientLoop action, and a task that has been deleted is skipped rather than erroring. Disconnecting clears the token and project — tasks already in Asana stay exactly where they are.
We’re a bookkeeping firm running a monthly cycle in Asana — does this fit?
If your board is where the team looks to see where each client stands, yes. Send the month’s requests in ClientLoop and each one arrives as a task carrying the client, the due date and the detail. As clients submit, upload and reply, the task moves and collects the messages — and ticks itself off when the request is approved or completed. Starting the cycle from Asana is the direction you would need to build yourself.
Related
Let your Asana board and your documents move as one
ClientLoop structures the requests — Asana keeps the work on track. Connect them in a minute and the box-ticking disappears.