STEP 1
Connect Asana and Planerio
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Asana and Planerio Integration
Keep Asana and Planerio in sync by integrating their events and actions. When project management events happen in Asana, update the Planerio automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Asana and Planerio
Detailed info you need to know about Asana and Planerio integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Asana to Planerio
Set up your Asana and Planerio integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Asana and Planerio nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Asana and Planerio. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Asana and Planerio work in WEXTL?
WEXTL exposes actions and triggers for Asana and Planerio that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Asana triggersPlanerio actions
Asana modules
- Add a Goal CollaboratorAdd a collaborator to a goal.
- Add a Team UserAdd a user to a team.
- Add Project FollowersAdd the specified list of users from following the project.
- Add Project UsersAdds the specified list of users as members of the project.
- Add Section TaskAdd a task to a specific, existing section.
- Add Task FollowersAdds followers to a task.
- Add Task ProjectAdd a project to a task.
- Add Workspace UserAdd a user to a workspace or organization.
- Approve an Access RequestApproves an access request for a target object.
- Create a BudgetCreates a new budget.
- Create a Custom FieldCreates a new custom field in a workspace.
- Create a GoalCreates a new goal in a workspace or team.
- Create a Goal RelationshipCreates a goal relationship by adding a supporting resource to a given goal.
- Create a MembershipCreates a new membership.
- Create a PortfolioCreates a new portfolio in the given workspace with the supplied name.
- Create a ProjectCreate a new project in a workspace or team.
- Create a Project TemplateInstantiate a project from a project template.
- Create a RateCreates a new rate.
- Create a RoleCreates a new RBAC role in the workspace.
- Create a SectionCreates a new section in a project.
- Create a StoryCreate a new story on a task.
- Create a TaskCreating a new task.
- Create a TeamCreates a team within the current workspace.
- Create an Access RequestSubmits a new access request for a private object.
- Create an AllocationCreates a new allocation.
- Create an OOO EntryCreates a new OOO entry.
- Create Workspace ProjectCreate a project template from a project.
- Delete a BudgetDeletes a budget.
- Delete a Custom FieldDeletes a custom field.
- Delete a GoalDeletes a goal.
- Delete a MembershipDeletes a membership.
- Delete a PortfolioDeletes a portfolio.
- Delete a ProjectDeletes an existing project.
- Delete a Project TemplateDeletes a project template.
- Delete a RateDeletes a rate.
- Delete a RoleDeletes a role from a workspace.
- Delete a SectionDeletes a section.
- Delete a StoryDeletes a story.
- Delete a TaskDeletes a task.
- Delete an AllocationDeletes an allocation.
- Delete an AttachmentDeletes a specific, existing attachment.
- Delete an OOO EntryDeletes an OOO Entry.
- Duplicate a ProjectDuplicate a project in a workspace or team.
- Duplicate a TaskDuplicates a task.
- Get a BudgetUpdate an existing budget by ID.
- Get a Custom FieldGet the complete definition of a custom field’s metadata.
- Get a GoalReturns a single goal record.
- Get a Goal RelationshipReturns a single goal relationship record.
- Get a MembershipReturns a single membership.
- Get a PortfolioRetrieves a portfolio.
Planerio modules
- Create a TimestampCreates a clock-in or clock-out event for an employee.
- List AbsencesRetrieves employee absence periods such as vacation or sick leave within a specified date range.
- List BonusesRetrieves manually assigned payroll bonuses for employees for a given month and year, and does not include automatically calculated bonuses.
- List EmployeesRetrieves employee master data, including personal details, shift group assignments, work schedules, and organizational hierarchy.
- List Flexitime BalancesRetrieves flexitime balances for employees over a specified monthly range.
- List ShiftsRetrieves a list of shifts within a specified date range.
- List Staffing AvailabilityRetrieves a list of employees with their availability, working hours, qualifications, and assigned shift groups.
- List Staffing RequirementsRetrieves shift cards representing staffing requirements.
- List TimestampsRetrieves raw clock-in and clock-out events for employees within a specified date range.
- Make an API CallMakes additional API calls to Planerio.
Frequently asked questions
Common questions about connecting Asana and Planerio.
Connect your Asana and Planerio accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Asana's "Watch Access Requests" fires, WEXTL can "Create a Timestamp" in Planerio. Asana has 13 triggers (including Watch Access Requests, Watch Agents, and Watch AI Studio Seats); Planerio has 10 actions (including Create a Timestamp, List Absences, and List Bonuses). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Asana-to-Planerio automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Asana (or Planerio) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Asana + Planerio automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Asana and Planerio integration.
- Asana and Planerio integration source code, module specs and credentials implementation.
- Our Asana and Planerio integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Asana and Planerio — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Asana integration information
- Planerio integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library