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Asana + Chargebee

Connect Asana to Chargebee

Automate workflows between Asana and Chargebee. No coding required.

5-minute setup · no code —
free to try.

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The most-used recipe

Asana

Productivity

WhenNew item created in Asana

DeskFerry agent

Create order when new item created

Runs on its own

Chargebee

Commerce

ThenCreate order in Chargebee

Popular workflows

What you can automate between Asana and Chargebee

These are the most popular automations teams set up between Asana and Chargebee. Each one runs automatically once activated — no manual steps.

01

Create order when new item created

Generate a new order automatically when a new task, page, or item is created.

TriggerNew item created in Asana
ActionCreate order in Chargebee
02

Create item when new order placed

Add a new task, page, or item automatically when a customer places a new order.

TriggerNew order placed in Chargebee
ActionCreate item in Asana
03

Sync Asana changes to Chargebee

Keep Chargebee updated when a task or item is marked complete.

TriggerItem completed in Asana
ActionUpdate order in Chargebee

How data flows

What syncs between Asana and Chargebee

When an event occurs in Asana, the relevant data is automatically sent to Chargebee. DeskFerry maps the fields between both apps so the data arrives in the right format — no manual formatting or exports required.

Data from Asana

  • Tasks
  • Pages / documents
  • Database items
  • Status updates
  • Assignees

Data from Chargebee

  • Orders
  • Products
  • Customer records
  • Payment status
  • Shipping details

Step-by-step guide

How to connect Asana to Chargebee

Follow these steps to set up your integration. The entire process takes under 5 minutes.

What you'll need

  • An active Asana account
  • An active Chargebee account
  • A free DeskFerry account (sign up takes 30 seconds)
  • Admin or API access in Chargebee to authorize the connection
Start setup
  1. Step 01

    Create your DeskFerry account

    Sign up at deskferry.app — it takes 30 seconds and starts a 7-day free trial. You'll land on the dashboard where you can create your first workflow.

  2. Step 02

    Authenticate Asana

    Click "Add Connection" and select Asana from the app directory. You'll be redirected to Asana's authorization page. Grant DeskFerry access to your workspaces, databases, pages, and tasks. You select which workspaces the integration can read and write to.

  3. Step 03

    Authenticate Chargebee

    Same process for Chargebee. Click "Add Connection," select Chargebee, and authorize access. Grant DeskFerry access to your orders, products, and customer data. You choose which store data the integration can read.

  4. Step 04

    Choose your trigger

    Select what event starts the workflow. For this integration, popular triggers include: new item created in asana or new order placed in chargebee. The trigger fires automatically whenever that event happens — no manual intervention.

  5. Step 05

    Configure the action

    Define what happens when the trigger fires. For example: create order in chargebee. Map the data fields between Asana and Chargebee so the right information lands in the right place.

  6. Step 06

    Test and activate

    Run a test to confirm data flows correctly between Asana and Chargebee. Check that the fields map as expected, then toggle the workflow on. It runs 24/7 from here — DeskFerry handles retries, error logging, and monitoring automatically.

Benefits

Why connect Asana and Chargebee?

Manually moving data between Asana and Chargebee is error-prone and eats into your team's productive hours. Connecting them through DeskFerry eliminates that overhead — events in one app trigger actions in the other automatically.

Auto-create Asana tasks for every new Chargebee order — never miss a fulfillment step
Track order status changes in Asana without checking Chargebee manually
Assign Asana tasks to team members based on Chargebee order type or value
Build a real-time Asana dashboard of Chargebee order volume and trends

Tips

Tips for your Asana + Chargebee integration

Get more out of this integration with these best practices.

Tip 01Map status fields carefully — naming conventions differ between tools
Tip 02Filter by order status to only trigger on confirmed purchases, not abandoned carts
Tip 03Use database or project-specific triggers to avoid processing unrelated updates
Tip 04Include line item data when syncing orders to get full detail downstream

Use cases

Who uses the Asana + Chargebee integration?

Teams across industries connect Asana and Chargebee to streamline their workflows.

01

Project managers tracking deliverables who rely on Chargebee for commerce

02

E-commerce operations who need real-time data from Asana

03

Project management offices and e-commerce operations collaborating across tools

FAQ

Frequently asked questions

How do I connect Asana to Chargebee?

Sign up for a free DeskFerry account, then click "Add Connection" to authenticate both Asana and Chargebee via OAuth. Choose a workflow template — like syncing productivity events to commerce actions — customize the field mapping, and activate. The entire setup takes under 5 minutes.

What can I automate between Asana and Chargebee?

You can automate a wide range of workflows: sync new Asana events to Chargebee actions, trigger Chargebee updates when Asana data changes, create Chargebee records from Asana events, and build conditional workflows with filters and field mapping. Each workflow runs 24/7 with automatic retries.

Is the Asana and Chargebee integration free?

DeskFerry's 7-day free trial is enough to prove the workflow out. If your Asana-to-Chargebee workflows need more volume, paid plans start at $49/month with unlimited workflows and priority execution.

Is my Asana data secure when connected to Chargebee?

Yes. DeskFerry uses OAuth 2.0 for authentication — we never store your Asana or Chargebee passwords. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Your productivity data is only accessed when a workflow runs, and you can revoke access at any time from your DeskFerry dashboard.

Can I sync data both ways between Asana and Chargebee?

Yes. You can set up workflows that trigger from either Asana or Chargebee. For example, create a workflow where Asana events update Chargebee, and a separate one where Chargebee changes sync back to Asana. Each direction is configured independently so you have full control.

Do I need technical skills to connect Asana and Chargebee?

No coding is required. DeskFerry's builder is prompt-based: you describe the trigger and what should happen in plain English, and the agent handles the field mapping. If you can use Asana and Chargebee, you can set up the integration. Most users are running their first workflow within 10 minutes.

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Automate Asana + Chargebee

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