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Business productivity ⇄ AI

Asana to Autopilot integration — real-time, two-way sync

Keep Asana and Autopilot in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Asana and Autopilot

Feed Asana's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Asana, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Asana's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Stories, Users, Portfolios, Tags from Asana into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Smart Segments, Journeys (Triggers), Activities, Contacts, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Asana. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Stream Activities into a warehouse so opens, clicks, and journey steps sit next to product and revenue data for lifecycle reporting.
  • 02 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 03 Two-way sync of Tasks and their Custom fields between an Asana project and Postgres so ops teams work in SQL while project owners stay in Asana.
  • 04 Write closed deals or new orders from a CRM or ERP into Asana Tasks to launch delivery, onboarding, or fulfillment projects automatically.

Common sync patterns

Keep the model's knowledge current

As records change in Asana, the synced copy in Autopilot updates within seconds, so retrieval and generation reason over live data rather than a stale export.

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Asana, so the team acts on them in the tool they already use.

Where Autopilot generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Autopilot sync onto the Asana record as a field or note, ready for a person to review before it goes out.

What you can sync between Asana and Autopilot

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Asana objects Autopilot objects How this pairing syncs
Custom fields Typed fields (text, number, enum, multi-enum, date, people) defined at project or workspace level; mapped to database columns, with enum values written by option GID. Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Stories Comments and activity entries on a Task; read out for history and reporting or written back as comments. Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Stories is specific to Asana and Smart Segments to Autopilot — each maps to any object or custom field on the other side.
Users Members of a workspace or organization referenced by assignee and follower fields; read to resolve GIDs to names and emails. Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Users is specific to Asana and Journeys (Triggers) to Autopilot — each maps to any object or custom field on the other side.
Portfolios Collections of Projects for program-level rollup; read for cross-project status and progress reporting (Business and Enterprise). Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Portfolios is specific to Asana and Activities to Autopilot — each maps to any object or custom field on the other side.
Tags Labels applied across Tasks; synced as a many-to-many attribute for filtering and categorization. Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Tags is specific to Asana and Contacts to Autopilot — each maps to any object or custom field on the other side.
Teams / Workspaces Organizational containers that hold projects and members; used to scope which projects a given sync covers. Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Teams / Workspaces is specific to Asana and Lists to Autopilot — each maps to any object or custom field on the other side.

How changes propagate between Asana and Autopilot

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Asana Autopilot Sub-second propagation

DetectionAsana notifies Stacksync of record changes through webhook events. Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete.

DeliveryEach detected change is written to Autopilot through its API, with automatic retries and rate-limit backoff.

Autopilot Asana Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is written to Asana through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Asana: Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.
  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Asana ⇄ Autopilot

Connect Asana and Autopilot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–Autopilot connection.

Real-time

Two-way sync

Changes in Asana or Autopilot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Asana or Autopilot data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Asana or Autopilot record.

Observability

Monitoring

Track your Asana ⇄ Autopilot sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Asana and Autopilot.

How the Asana and Autopilot connectors work

Asana

Integration surface
REST API (app.asana.com/api/1.0, JSON responses), plus resource-scoped Webhooks and a sync-token Events API
Authentication
OAuth 2.0 for multi-user apps, Personal Access Tokens (PATs) for single-account use and testing, and organization-scoped Service Accounts (Enterprise) for admin-level access
Change detection
Resource-scoped webhooks (established with an X-Hook-Secret handshake) POST events on create, change, and delete; the sync-token Events API returns incremental changes on a task or project when webhooks are not used
Capabilities
read · write · webhooks
Rate limits
Per token: 1,500 requests/minute on paid plans, 150/minute on free; the Search API is capped at 60/minute; concurrency caps at 50 GET and 15 write requests. Exceeding a limit returns HTTP 429 with a Retry-After header, and a separate cost-based limiter applies to complex graph traversals.

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide
How it works

How to connect Asana to Autopilot — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Asana and Autopilot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Asana connected
    Autopilot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Asana and Autopilot objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Asana ⇄ Autopilot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Asana Autopilot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Asana and Autopilot integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 484 integrations available for Asana and Autopilot.

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