Plutio + Asana Integration (2026)

Plutio manages your client relationships, proposals, and invoices, while Asana handles your internal team's task assignments and project workflows. Connect the two through Zapier (an automation tool that links apps together) and projects flow automatically between both platforms.

When you create a project in Plutio for a new client, an automated workflow in Zapier can create a matching Asana project where your team assigns tasks and tracks progress. When your team completes work in Asana, another automated workflow can update Plutio so clients see accurate progress without you copying information between apps manually.

Freelancers and agencies use the Plutio-Asana connection to separate client-facing work from internal coordination. Account managers live in Plutio for proposals and invoices, while designers and developers work in Asana. Both systems stay synchronized without double-entry.

Last updated January 2026

Plutio

Asana

Sync tasks

Via Zapier

10 min setup

What is Asana

Asana is project management software that helps teams organize work, assign tasks, and track progress. You can create projects with task lists, set deadlines, assign team members, and visualize work on timelines or kanban boards. Freelancers and agencies use Asana for internal team coordination, sprint planning, and resource allocation.

TLDR (summary)

Plutio manages the client side: proposals, contracts, invoices, and client communication. Asana manages the team side: task assignments, deadlines, and project workflows. Together via Zapier, client projects in Plutio automatically create team projects in Asana, and completed work syncs back.

All three tools have free tiers. Asana Personal supports up to 15 users free. Zapier Free allows 100 automated tasks per month. Plutio offers a 14-day free trial. Test the full workflow without spending anything.

Connecting takes about 10 minutes. You create an automated workflow in Zapier that watches for new Plutio projects and creates corresponding Asana projects. No coding required, and you can customize which fields transfer.

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What you can sync between Plutio and Asana

Every time you create a project in Plutio or complete a task in Asana, the data can flow automatically to the other platform. You stop copying information between apps and manually updating both systems.

Projects to Projects

New Plutio projects create corresponding Asana projects with client name, deadline, and budget. Your internal team sees the new work in Asana immediately and can start assigning tasks.

Tasks to Tasks

Plutio tasks can create Asana tasks for team assignment. When your team marks tasks complete in Asana, the completion can sync back to Plutio so clients see accurate progress.

Milestones to Status Updates

Major milestones completed in Asana can update Plutio project status. Clients see progress without you manually copying updates between apps.

Proposals to Kickoff Tasks

When a client signs a proposal in Plutio, an automated workflow can create a kickoff task in Asana, starting your team's onboarding workflow automatically.

Custom Fields to Custom Fields

Map Plutio project fields to Asana custom fields: budget, deadline, client industry, and project type transfer where your team needs them for capacity planning.

Time Entries to Billing

When your team logs time in Asana, an automated workflow can create corresponding time entries in Plutio for client billing.

How do I connect Plutio to Asana?

Create a Zapier account, connect both Plutio and Asana, then build an automated workflow that syncs data between them. The process takes about 10 minutes with no coding required.

Zapier works by watching for events in one app (the starting event) and performing actions in another app. For example, when a new project is created in Plutio (the starting event), Zapier creates a new project in Asana (the action).

During setup, you choose which Plutio data maps to which Asana fields. Project name, client, deadline, and custom fields can all transfer. You can also add filters so only certain project types sync.

Automated workflows in Zapier check for new data every 15 minutes on the free plan, or every 1-2 minutes on paid plans. Most agencies find the 15-minute delay acceptable for project syncing.

Setup steps

Step 1: Create a Zapier account at zapier.com
Step 2: Connect your Plutio account to Zapier
Step 3: Connect your Asana account to Zapier
Step 4: Create a new automated workflow with Plutio as the starting app
Step 5: Choose "New Project" as the starting event
Step 6: Set Asana as the action app and choose "Create Project"
Step 7: Map fields between Plutio and Asana
Step 8: Test the workflow, then activate the automated workflow

What are the most popular Asana and Plutio workflows?

The most successful agencies use specific workflow patterns that keep both systems synchronized without manual copying between apps.

Plutio handles client interactions (proposals, contracts, invoices) while Asana handles internal team coordination (task assignments, sprints, resource planning). The automated workflows in Zapier bridge the gap.

Client onboarding workflow

When a proposal is signed in Plutio, Zapier creates an Asana project with a standard task template. Your team sees the new client immediately and follows the same onboarding checklist every time.

Progress reporting workflow

When major milestones are completed in Asana, Zapier updates the Plutio project status. Clients can check their project dashboard in Plutio and see current progress without you sending manual updates.

Invoice preparation workflow

When specific Asana tasks are marked complete (like "Final delivery approved"), Zapier can create a draft invoice in Plutio ready for you to review and send.

Start with one workflow, test it for a week, then add more. Building multiple automated workflows at once makes troubleshooting difficult if something goes wrong.

How do agencies use Asana with Plutio?

Different agency types use the Asana and Plutio integration for different workflow needs. The key is matching the sync direction to how your team actually works.

Creative agencies

Account managers use Plutio for client communication and invoicing while designers work exclusively in Asana. Projects auto-create in Asana when proposals are signed, saving 30+ minutes of manual project setup weekly.

Development teams

Plutio manages client contracts and milestones while Asana handles sprint planning. Milestone completion in Asana can signal invoice readiness in Plutio.

Solo consultants with contractors

The consultant uses Plutio for the client relationship and Asana for contractor task assignment. Tasks created for contractors appear in their Asana automatically.

Video production teams

Editors and camera operators live in Asana while producers handle client-facing work in Plutio. Project stages sync both directions keeping everyone informed.

Can I sync tasks in both directions?

Yes. Create separate automated workflows for each direction: one for Plutio to Asana, another for Asana to Plutio. Both can run simultaneously.

Most agencies start with one direction (usually Plutio to Asana for new projects), test the workflow for a week, then add the reverse direction (Asana to Plutio for task completion).

Be careful with bidirectional syncing to avoid loops where a change in one system causes a change in the other, which causes a change back. Use Zapier's filter feature to sync only specific fields or statuses.

Recommended approach: Plutio is the source of truth for client data (projects, invoices, proposals). Asana is the source of truth for team data (task assignments, time tracking, sprints). Sync project creation from Plutio to Asana, and sync task completion from Asana to Plutio.

How much does Plutio, Asana, and Zapier cost together?

All three tools have free tiers that work together, making it possible to test the full workflow without paying anything.

Asana pricing (January 2026)

Asana Personal is free for up to 15 users with unlimited tasks and projects. Asana Starter costs $10.99/user/month (annual) for timeline views and custom fields. Asana Business costs $24.99/user/month (annual) for portfolios and workload management.

Zapier pricing

Zapier Free allows 100 automated tasks per month with 15-minute sync intervals. Zapier Starter costs $19.99/month for 750 tasks and 2-minute intervals. Zapier Professional costs $49/month for 2,000 tasks and 1-minute intervals.

Plutio pricing

Plutio offers a 14-day free trial with full features. After the trial, Solo plan costs $19/month and Studio plan for teams costs $39/month.

For a solo freelancer: $0 (Asana Personal) + $0 (Zapier Free) + $19 (Plutio Solo) = $19/month total. For a 5-person agency: $55 (Asana Starter) + $20 (Zapier Starter) + $39 (Plutio Studio) = $114/month total.

What if my Asana sync stops working?

Check your Zapier dashboard first. Zapier logs every automated workflow run with detailed status information, making troubleshooting straightforward.

Most sync issues happen because an authorization expired. Both Plutio and Asana connections in Zapier need periodic re-authorization. If you see "Authentication error" in your Zapier logs, reconnect the affected app.

If the connection shows as active but data is not syncing, check that your automated workflow is turned on (the toggle should be green in Zapier). Also verify you have remaining tasks in your Zapier quota for the month.

Zapier retries failed automated workflow runs automatically. If a sync fails due to temporary downtime in Plutio or Asana, Zapier will retry. You can also manually replay failed runs from the Zapier dashboard.

Common fixes

Reconnect apps: Re-authorize Plutio and Asana in Zapier settings
Check quota: Verify you have remaining tasks in your Zapier plan
Review logs: Zapier shows exactly why each run succeeded or failed
Test manually: Use Zapier's test feature to run the workflow on demand

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Asana integration questions

Does Plutio integrate with Asana directly or through Zapier?

Through Zapier. There is no native direct integration between Plutio and Asana. Zapier handles the data transfer, which gives you flexibility to customize which fields sync and add conditional logic for different project types.

Is the Plutio Asana integration free?

You can test the full workflow free. Asana Personal is free for up to 15 users. Zapier Free allows 100 automated tasks per month. Plutio offers a 14-day free trial. No credit card required to start.

Does the integration work with Asana's free plan?

Yes. All Asana plans work with Zapier, including the free Personal plan which supports unlimited tasks and projects for up to 15 users.

Can tasks sync in both directions between Asana and Plutio?

Yes. Create separate automated workflows for each direction: one for Plutio to Asana, another for Asana to Plutio. Both can run simultaneously without conflict.

How quickly do tasks sync between Plutio and Asana?

Zapier Free checks for new data every 15 minutes. Zapier Starter checks every 2 minutes. Zapier Professional checks every 1 minute. Choose the plan that matches your urgency needs.

What happens to subtasks when syncing between Asana and Plutio?

Subtasks can sync as separate tasks. Complex subtask hierarchies may need multiple automated workflows or manual handling depending on your workflow complexity.

Can I automatically assign tasks to specific Asana team members?

Yes. Map Plutio assignees to Asana assignees during setup. Use the team member's Asana email address for automatic assignment when tasks sync.

What Plutio events can start an automated workflow?

Common events include: New Project, New Task, Task Completed, Proposal Signed, and Invoice Paid. Check Zapier for the complete list of available events.

What happens if an automated workflow fails?

Zapier logs all runs with detailed error messages. View errors in your Zapier dashboard, identify the issue, and replay failed runs with one click.

Can I sync to specific Asana projects based on Plutio project type?

Yes. Use Zapier filters and paths to route different Plutio project types to different Asana projects or teams based on custom field values.

Can I map Plutio custom fields to Asana custom fields?

Yes. During setup, map Plutio fields to Asana custom fields. Dates, text, numbers, and dropdown values can all transfer between systems.

What happens if I disconnect the Zapier integration?

Turn off the automated workflow and future items stop syncing. Existing tasks and projects remain in both systems unchanged. No data is deleted.

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