Send an email in SendGrid when a task is added to a project in Asana

What each client fills in

SendGrid: From address

For example hello@northside.example

Who it goes to (SendGrid)

The address that gets it: yours, or the client’s team.

Asana: Project ID

For example the number after /project/ in the link

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  app.asana.com/0/my-apps → Create new token (signed in to the client’s Asana).

• 

  SendGrid → Settings → API Keys → Create API Key with Mail Send access; for the triggers, also the Event Webhook settings permission (user.webhooks.event.settings.read and user.webhooks.event.settings.update), or Full Access. The From address must be a verified sender.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Asana, for “A task is added to a project”
2. Connect the client’s SendGrid, for “Send an email”
3. Fill in Asana: Project ID (For example the number after /project/ in the link)
4. Fill in SendGrid: From address (For example hello@northside.example)
5. Fill in Who it goes to (SendGrid) (The address that gets it: yours, or the client’s team)