Real-time
Two-way sync
Changes in Asana or Servicemax instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Asana to Servicemax integration — real-time, two-way sync
Keep Asana and Servicemax in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Asana and Servicemax
Stop re-entering the same information in Asana and Servicemax: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Projects, Sections, Custom fields, Stories in Asana with Stock History, Accounts, Contacts, Cases in Servicemax in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Mirror Projects, Sections, and Portfolios into a warehouse for cross-team reporting on status, timelines, and workload without CSV exports.
- 02 Push support tickets or intake requests from an operational database into Asana Tasks, then read completion and status Custom fields back when work finishes.
- 03 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 04 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
Common sync patterns
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
Where Servicemax is where the team documents or plans: keep its data fed
Information that originates in Asana stays current in Servicemax instead of going stale after a one-time paste.
What you can sync between Asana and Servicemax
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 | Servicemax 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. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Custom fields is specific to Asana and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Stories Comments and activity entries on a Task; read out for history and reporting or written back as comments. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Stories is specific to Asana and Cases to Servicemax — 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. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Users is specific to Asana and Products to Servicemax — 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). | Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Portfolios is specific to Asana and Work Orders to Servicemax — 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. | Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. | Tags is specific to Asana and Work Details to Servicemax — 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. | Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Teams / Workspaces is specific to Asana and Installed Products to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Asana and Servicemax
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 Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Asana Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
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.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Asana ⇄ Servicemax
Connect Asana and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Asana–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Asana or Servicemax 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 Servicemax record.
Observability
Monitoring
Track your Asana ⇄ Servicemax 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 Servicemax.
How the Asana and Servicemax 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.
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Asana to Servicemax — 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.
- 01
Connect your apps
Authenticate Asana and Servicemax with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Asana
connected
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Asana and Servicemax 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.
objects · Asana ⇄ ServicemaxCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Asana ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Asana and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Asana and Servicemax: authenticate both systems, choose the objects to sync (such as Asana's Custom fields and Stories), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
Common patterns for Asana and Servicemax: Where both tools track people or companies: one consistent record; Where one tool produces events: mirror them in the other; Where Servicemax is where the team documents or plans: keep its data fed. Contact and company details corrected in either tool update the other, so nobody works from the old version.
-
Asana: 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. Servicemax: Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform). Authentication: Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects. Stacksync manages authentication, retries, and rate limits on both sides.
-
Asana: Rate limits are per token: 1,500 requests/minute on paid plans and 150 on free, with the Search API capped at 60/minute; hitting a limit returns HTTP 429 with a Retry-After header. Servicemax: Change Data Capture and Platform Events give near-real-time change feeds but must be enabled per object, and managed-package objects may need the vendor to expose them. Stacksync's field mapping accounts for these differences between Asana and Servicemax without custom code.
-
Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Asana and Servicemax records are not retained after a sync operation.
-
Stacksync pricing is usage-based and starts at $1,000/month, including the managed Asana and Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Asana–Servicemax integration in-house.
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
CSA STAR
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 516 integrations available for Asana and Servicemax.
Popular · 8 of 516
-
Asana ⇄ Docusign -
Asana ⇄ Gatekeeper -
Asana ⇄ Monday -
Asana ⇄ Notion -
Servicemax ⇄ Agiloft -
Servicemax ⇄ Gainsight -
Servicemax ⇄ Ironclad -
Servicemax ⇄ Adobe Sign
No integrations match .
