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Beyond-Bot.ai + asana
Tool to help teams organize, track, and manage their work.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to asana.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in asana.
Trigger Workflows
Start automated workflows in asana based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within asana.
Add Followers To Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Add Supporting Relationship To Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add Task To Section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create A Project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create A Tag In A Workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create Task In Asana With Specific Details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment For Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Create Custom Field
Tool to create a new custom field in a workspace. use when you need to define a new field for tracking specific information within asana tasks.
Create Enum Option For Custom Field
Tool to create a new enum option for a custom field in asana. use this when you need to add a new selectable option to an existing custom field.
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Create A Section In A Project
Creates a new section in a project, optionally positioned relative to an existing section in the same project, and returns the full record of the new section.
Create Subtask
Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.
Create Task Comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Create Team
Tool to create a new team in an asana workspace. use when you need to establish a new team for collaboration.
Delete Allocation
Tool to delete an allocation by its id. use this when you need to remove a specific resource allocation in asana.
Delete Attachment
Tool to delete an attachment by its globally unique identifier. use when you need to remove an existing attachment from asana.
Delete Custom Field
Tool to delete a custom field by its globally unique identifier. use when you need to remove an existing custom field from asana.
Delete A Project
Delete a project.
Delete A Tag
Tool to delete a specific tag by its gid. use when you need to remove an existing tag from asana.
Delete A Task
Delete a task.
Duplicate Project
Duplicate a project.
Duplicate Task
Duplicate a task
Get Allocation
Get an allocation by id. use when you need to retrieve the details of a specific allocation.
Get Allocations
Tool to get multiple allocations. use when you need to retrieve a list of allocations, optionally filtered by project, user, or workspace.
Get A Project
Retrieves a specific asana project by its `project gid`, with an option to include additional fields for comprehensive details using `opt fields`; this action does not return tasks within the project.
Get A Task
Retrieves full details for a specified task gid accessible by the user; use `opt fields` to customize returned data.
Get Attachment
Tool to get a single attachment by its globally unique identifier. use when you need to retrieve details about a specific file attached to a task or project.
Get Audit Log Events
Tool to get audit log events for a workspace. use when you need to retrieve a log of actions performed within a specific asana workspace.
Get A User Task List
Retrieves a specific user's task list from asana by its `user task list gid`, optionally returning extended details like name, owner, and workspace if specified in `opt fields`.
Get Current User
Retrieves the authenticated user's full record, including accessible workspaces, often used as an initial call to establish user context for subsequent operations.
Get Custom Field
Tool to get a single custom field by its globally unique identifier. use when you need to retrieve the complete metadata and properties of a specific custom field in asana.
Get Custom Fields For Workspace
Tool to get all custom fields in a workspace. use when you need to retrieve a list of custom fields associated with a specific workspace.
Get Events On A Resource
Retrieve events on a resource to monitor changes. use when you need to track activity or changes related to a specific asana resource like a task, project, or tag.
Get Goal
Retrieve the full record for a single goal by its gid.
Get Goal Relationships
Tool to retrieve goal relationships. use when you need to get the relationships associated with a specific goal in asana.
Get Goals
Tool to retrieve multiple goals. use when you need to get a list of goals, optionally filtered by workspace, team, portfolio, project, time period, or archived status.
Get Memberships
Tool to retrieve memberships for goals, projects, portfolios, or custom fields. use this to find out who has access to a specific asana resource or what resources a specific user/team has access to.
Get Multiple Projects
Returns a list of projects, optionally filtered by workspace, team, or archived status, supporting pagination for large datasets.
Get Multiple Tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Get Multiple Users
Returns a list of users in an asana workspace or organization, optionally filtered by workspace or team gid, with support for pagination and specifying optional fields.
Get Multiple Workspaces
Retrieves all workspaces accessible by the authenticated user, returning an empty list if the user has no accessible workspaces.
Get Portfolio
Retrieve the full record for a single portfolio by its gid. use this when you need to get detailed information about a specific portfolio.
Get Portfolio Items
Retrieve items in a portfolio. use this to get a list of projects or other portfolios contained within a specific portfolio.
Get Portfolio Memberships
Tool to retrieve multiple portfolio memberships. use this tool when you need to list memberships for a specific portfolio, a user within a portfolio, or a user across all portfolios in a workspace.
Get Portfolios
Retrieve multiple portfolios. use when you need to list portfolios within a specific workspace, optionally filtered by owner.
Get Project Brief
Tool to retrieve a project's brief. use when you need to get the detailed explanation (what and why) of a project.
Get Project Memberships
Tool to retrieve memberships from a project. it can also be used to get memberships for a user across multiple projects or all projects in a workspace.
Get Projects For Team
Tool to get a list of projects for a specific team in asana. use when you need to retrieve project details associated with a team.
Get Project Status
Tool to retrieve the full record for a single project status by its gid. use when you need to get the details of a specific project status update.
Get Project Status Updates
Tool to get status updates for a specific project. use when you need to retrieve the latest or historical status reports associated with an asana project.
Get Multiple Project Templates
Tool to retrieve multiple project templates. use when you need to list available project templates in a workspace or team.
Get Section
Retrieve the full record for a single section by its gid. use this when you need to get details about a specific section within a project.
Get Sections In A Project
Returns compact records for all sections (used to group tasks) in a specified project.
Get Status Updates
Retrieve status updates from an object. use when you need to get the latest or historical status updates for a specific project, portfolio, or goal.
Get Stories For Task
Tool to get stories (comments, status updates, etc.) for a task. use when you need to retrieve the history or discussion associated with a specific task.
Get Story
Tool to retrieve a story. use when you need to get the complete record for a single story.
Get Tag
Tool to get a single tag by its globally unique identifier. use when you need to retrieve detailed information about a specific tag.
Get Tags
Get multiple tags in a workspace.
Get Task Attachments
Tool to get the list of attachments for a given task, project, or project brief. use when you need to retrieve files attached to a specific asana object.
Retrieve Tasks For Project
Retrieves tasks from a specified asana project, allowing filtering by completion status and selection of optional fields for detailed responses.
Get Task Subtasks
Tool to retrieve multiple task subtasks from a workspace. use when you need to list or find available task subtasks.
Get Task Templates
Tool to retrieve multiple task templates from a workspace. use when you need to list or find available task templates.
Get Team
Tool to retrieve details of a specific team by its gid. use when you need to fetch information about a particular team in asana.
Get Team Memberships
Tool to retrieve compact team membership records. use when you need to list members of a team, teams a user belongs to, or all team memberships in a workspace.
Get Teams In Workspace
Returns the compact records for all teams in the workspace visible to the authorized user.
Get Time Periods
Tool to retrieve compact or full representations of time periods. use this when you need to fetch information about specific time periods, such as their start and end dates, display names, and parent periods.
Get Objects Via Typeahead
Tool to retrieve objects in a workspace via a typeahead search algorithm. use when you need to quickly find objects like tasks, projects, users, etc., based on a search string. this is useful for implementing auto-completion features.
Get User
Get a user by their id.
Get Users For Team
Get users in a team.
Get Users In Workspace
Get users in a workspace or organization.
Get Workspace
Tool to retrieve details of a specific workspace by its gid. use when you need to get information about a particular asana workspace.
Get Workspace Memberships
Tool to retrieve the workspace memberships for a specific workspace. use when you need to list members of a workspace.
Get Workspace Projects
Tool to retrieve the projects associated with a specific workspace. use when you need to list all projects within a given asana workspace.
Insert Or Reorder Enum Option For Custom Field
Tool to reorder an existing enum option or insert a new enum option for a custom field at a specific position. use when you need to manage the order of options in an enum custom field or add a new option at a defined place.
Remove Follower From Task
Tool to remove one or more followers from a task. use when you need to update the list of users following a specific task.
Submit Parallel Requests (Batch Api)
Tool to submit multiple asana api requests in parallel using the batch api. use when you need to perform several operations efficiently, such as fetching multiple tasks or creating multiple subtasks at once.
Update Allocation
Tool to update an existing allocation by its id. use this when you need to modify details like the start date, end date, effort, or assignee for an allocation.
Update A Task
Updates attributes of an existing asana task identified by its task gid.
Update Custom Field
Tool to update a custom field by its globally unique identifier. use when you need to modify properties of an existing custom field in asana.
Update Enum Option
Tool to update an enum option for a custom field. use when you need to modify the name, color, or enabled status of an existing enum option.
Update A Project
Update a project.
Update Tag
Tool to update an existing tag by its globally unique identifier. use when you need to change the name or color of a tag.
Update A Team
Tool to update details of an existing team. use when you need to change a team's name, description, or organization.