Asana to Yotpo Loyalty Integration | MESA

Connect Asana to Yotpo Loyalty and automate your tasks

Describe to build

Activity reports

Fully supported

MESA's Asana to Yotpo Loyalty integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

Try MESA for free

★★★★★ 4.9 rating on Shopify App Store

Start when...

Personalize with built-in tools...

Then, do this...

Trusted by 1,000+ Shopify merchants

Why integrate Asana with Yotpo Loyalty

The Asana to Yotpo Loyalty integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

Turn Shopify orders into Asana tasks without manual handoff

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates an Asana task with the relevant details already filled in. Your team picks up the work without anyone transcribing order data by hand.

Data integration →

Keep Asana project status in sync with Shopify events

When a product goes live, a fulfillment is completed, or an order is cancelled in Shopify, MESA updates the corresponding Asana task or project status. Your team's view of work reflects what's actually happening in your store without manual updates.

Enterprise automation →

Trigger Shopify actions when Asana work is marked done

When a task is completed in Asana — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal project milestones connect directly to your storefront operations.

Data integration →

Keep loyalty status current across your marketing and CRM tools

When a customer earns or redeems points in Yotpo Loyalty, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.

Customer experience →

Enroll customers in Yotpo Loyalty based on Shopify purchase behavior

When a customer hits a condition in Shopify — a first purchase, a spend threshold, a specific product category — MESA adds them to Yotpo Loyalty and sets the right starting tier. Your program grows with your customer base without anyone managing enrollments by hand.

Order automation →

Trigger loyalty rewards at the moments that drive retention

When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Yotpo Loyalty action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.

Build any Asana and Yotpo Loyalty automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Coupon Earned (Awarded)

Starts when a customer earns a discount.

Coupon Earned (Redeemed)

Starts when a customer receives a coupon and redeems points.

Customer Anniversary Captured

Starts when a customer establishes their anniversary.

Customer Anniversary Occurred

Starts on a customer’s anniversary.

Customer Birthday Captured

Starts when a customer establishes their birthday.

Loyalty Custom Reward Created

Starts when a loyalty custom reward is created.

Loyalty Donation Created

Starts when a loyalty donation is created.

Loyalty Opted In / Out

Starts when a customer opts in or out to a loyalty program.

On Customer's Birthday

Starts on a customer's birthday.

Points Changed

Starts when a customer’s points are modified.

Points Earned

Starts when a customer earns points.

Points Reminder Triggered

Starts when a reminder about a customer’s points is triggered.

Redemption Cancellation Request Received

Starts when a customer wants to undo their redemption and receive points back.

Redemption Fell Below Threshold

Starts when a custom coupon is running low on uploaded coupon codes.

Redemption Reminder Triggered

Starts when a reminder about an inactive redemption is triggered.

Referral Completed

Starts when a referral has been used.

Referral Reminder Triggered

Starts after a certain amount of days that a referred customer had not submitted a purchase in.

Referral Shared

Starts when a customer shares a referral.

Tier Changed

Starts when a customer gets closer or farther from retaining their current tier and next tier.

Tier Earned

Starts when a customer meets the requirement for a new tier.

Tier Lost

Starts when a customer fails to meet requirements for a tier after the specified period of time has passed.

Project Added

Starts when a project is added.

Project Changed

Starts when a project is changed.

Project Deleted

Starts when a project is deleted.

Task Added

Starts when a task is added.

Task Changed

Starts when a task is changed.

Task Deleted

Starts when a task is deleted.

Task Moved to Section

Starts when a task is moved to a section.

Workplace Added

Starts when a workplace is added.

Workplace Changed

Starts when a workplace is changed.

Workplace Deleted

Starts when a workplace is deleted.

Approve Point Redemption Cancellation

Confirm point redemption cancellation request.

Create or Update Customer

Create or modify a customer.

Create Order

Create an order made by a customer.

Create Point Redemption

Redeem a customer’s points for a specific redemption option.

Create Refund

Create a refund.

Delete Customer’s Anniversary

Remove customer’s set anniversary date.

Identify Referral Referrer

Create or find a referral link for an email address.

List Active Campaigns

Obtain a list of active campaigns.

List Recently Updated Customer

Obtain a list of all customers who were updated in the last 7 days.

List VIP Tier

Obtain a list of VIP tiers.

Record a Customer Action

Create an action by a customer.

Redemption Options: Get Active Options

Obtain a list of redemption options available for customers to redeem.

Redemption Options: Get Redemption Code Data

Obtain a list of email addresses who has redeemed a discount.

Redemption Options: Upload Options

Transfer coupon codes to Yotpo Loyalty account.

Retrieve Customer

Grab all details about the customer.

Retrieve Customer’s Anniversary by Email

Grab customer’s anniversary by email.

Send Referral Emails Referral Referrer

Share referral links by email to a list of email addresses.

Set Customer’s Anniversary

Establishes a customer’s anniversary.

Set Customer’s Birthday

Establish a customer’s birthday.

Add a Custom Field to a Portfolio

Create a custom field setting for a portfolio.

Add a Portfolio Item

Add an item to a portfolio.

Add a Project/Portfolio as Supporting Work for a Goal

Adds a project or portfolio as supporting work for a goal. A goal can have at most 10 supporting projects/portfolios, and a project/portfolio can support at most 10 goals.

Add Collaborator to a Goal

Add a follower to a goal.

Add Custom Field to Project

Create custom field setting for a project.

Add Followers to Project

Include users as followers to a project.

Add Followers to Task

Add followers to a task.

Add Project to Task

Add a task to a project.

Add Sub-Goal to a Parent Goal

Add a subgoal to a parent goal. A goal can have at most 100 sub-goals, and a sub-goal can have at most 4 parent goals.

Add Tag to Task

Appends a tag to a task.

Add Task to Section

Create a task in a section. This will remove the task from other sections of the project.

Add User to a Workspace or Organization

Add a user to a workspace or organization.

Add User to Team

Add a user to a team. You must be a member of the team in order to add others. The user being added must exist in the same organization as the team.

Add Users to a Portfolio

Add the specified users as members of the portfolio.

Add Users to Project

Include users as members of a project.

Create a Custom Field

Creates a new custom field in a workspace.

Create an Enum Option

Create an enum option and add it to a custom field’s list of enum options. A custom field can have at most 100 enum options (including disabled options). By default, new enum options are inserted at the end of a custom field’s list. Locked custom fields can only have enum options added by the user who locked the field.

Create an Organization Export

Create a request to export an Organization. Please note that it will take some time before Asana completes the export.

Create Goal

Create a goal in a workspace or team.

Create Goal Metric

Create and add a goal metric to a specified goal. It will replace an existing goal metric if one already exists.

Create Portfolio

Create a portfolio in the given workspace. The portfolio will not be created with some state, like the "Priority" custom field.

Create Project

Create a new project in a workspace or team.

Create Project Brief

Create a project brief.

Create Project in a Team

Create a project shared with the given team.

Create Project in a Workplace

Create a project in a workplace.

Create Project Template from Project

Create a project template from a project.

Create Section in a Project

Creates a section in a project.

Create Status Update

Creates a status update on an object.

Create Story on Task

Add a story to a task.

Create Subtask

Create a subtask and add it to the parent task.

Create Tag

Create a tag in a workspace or organization.

Create Tag in a Workspace

Create a tag in a workspace or organization.

Create Task

Create a task.

Create Team

Create a team within the current workspace.

Delete a Custom Field

Remove an existing custom field. Locked custom fields can only be deleted by the user who locked the field.

Delete a Custom Field from a Portfolio

Remove a custom field setting from a portfolio.

Delete a Goal

Remove a goal.

Delete a Portfolio Item

Remove an item from a portfolio.

Delete a Project/Portfolio as Supporting Work for a Goal

Removes a project or portfolio as supporting work for a goal.

Delete an Attachment

Remove an existing attachment.

Delete Collaborator from a Goal

Removes a follower from a goal.

Delete Custom Field from Project

Remove a custom field from a project.

Delete Followers from Project

Remove users from following a project.

Delete Portfolio

Remove an existing portfolio.

Delete Project

Remove an existing project.

Delete Project Brief

Remove an existing project brief.

Delete Section

Remove a section.

Delete Status Update

Remove a status update.

Delete Story

Remove a story. A user can only delete stories that they have created.

Delete Sub-Goal from Goal

Removes a sub-goal from a parent goal.

Delete Tag

Remove a tag.

Delete Tag from Task

Remove a tag from a task.

Delete Task

Remove a task.

Delete Users from Project

Remove users from members of a project.

Duplicate a Task

Create a duplicated task.

Duplicate Project

Create a duplicated project.

Get a Status Update

Grab all details about the status update.

Get Events on a Resource

Obtain a list of all events that have occurred since the sync token was created.

Get List of a Task's Tags

Obtain a list of all tags on a task.

Get List of Attachments for a Task

Obtain a list of all attachments on the task.

Get List of Audit Log Events

Obtain a list of audit log events that have been captured in your domain.

Get List of Dependencies from a Task

Obtain a list of dependencies from a task.

Get List of Dependents from Task

Obtain a list of dependents from a task.

Get List of Goals

Obtain a list of goals.

Get List of Memberships from a Portfolio

Obtain a list of portfolio membership records for a portfolio.

Get List of Memberships from a Project

Obtain a list of project membership records for a project.

Get List of Memberships from Team

Obtain a list of memberships from a team.

Get List of Memberships from User

Obtain a list of memberships from a user.

Get List of Portfolio Items

Obtain a list of items in a portfolio.

Get List of Portfolio Memberships

Obtain a list of portfolio memberships.

Get List of Portfolio's Custom Fields Settings

Obtain a list of all of the custom fields settings on a portfolio.

Get List of Portfolios

Obtain a list of portfolios that are owned by current user.

Get List of Project Templates

Obtain a list of all project templates in the given team or workspace.

Get List of Project's Custom Fields Settings

Obtain a list of all of the custom fields settings on a project.

Get List of Projects

Obtain a list of projects.

Get List of Projects a Task is in

Obtain a list of the projects the task is in.

Get List of Projects in a Workspace

Obtain a list of projects in a workplace.

Get List of Sections in a Project

Obtain a list of sections in a project.

Get List of Stories from Task

Obtain a list of stories on a task.

Get List of Sub-Goals from a Goal

Obtain a list of all subgoals of a goal.

Get List of Subtasks from Task

Obtain a list of subtasks from a task.

Get List of Supporting Work from a Goal

Obtain a list of all portfolios or projects associated with specified goal.

Get List of Tags

Obtain a list of tags.

Get List of Task Count for a Project

Obtain a list of task counts for a project.

Get List of Tasks

Obtain a list of tasks.

Get List of Tasks from a User's Task List

Obtain a list of a user's task list. Both complete and incomplete tasks are returned by default unless they are filtered out.

Get List of Tasks on Project

Obtain a list of tasks on a project.

Get List of Team Memberships

Obtain a list of team membership records.

Get List of Team's Project Templates

Obtain a list of project templates in a team.

Get List of Team's Projects

Obtain a list of records for all projects in the team.

Get List of Teams for User

Obtain a list of all teams to which a given user is assigned to.

Get List of Teams in Workspace

Obtain a list of all teams in a workspace visible to a user.

Get List of Time Periods

Obtain a list of time periods.

Get List of User's Favorites

Obtain a list of a user's favorites in a workspace.

Get List of User's Task List

Obtain a list of a user's task list.

Get List of users

Obtain a list of users in all workspaces and organizations accessible to a user.

Get List of Users in a Workspace or Organization

Obtain a list of users in a workplace or organization.

Get List of Users in Team

Obtain a list of users in a team.

Get List of Workspace Memberships for a User

Obtain a list of workplace memberships for a user.

Get List of Workspace Memberships for a Workspace

Obtain a list of workplace membership records for a workspace.

Get List of Workspace's Custom Fields

Obtain a list of the custom fields in a workspace.

Get List of Workspaces

Obtain a list of all workspaces visible to a user.

Get Parent Goals from a Goal

Obtain a list of parent goals associated to a goal.

Get Status Updates from an Object

Obtain a list of status updates for a specific object.

Get Tags in a Workspace

Obtain a list of tags in a workplace.

Get Tasks from a Section

Obtain a list of tasks on a section.

Get Tasks from a Tag

Obtain a list of tasks from a tag.

Instantiate a Project from a Project Template

Create a project instantiation.

Move or Insert Sections

Transfer sections relative to each other.

Remove Followers from Task

Remove followers from a task.

Remove Project from Task

Remove a task from a project.

Remove User from a Workspace or Organization

Remove a user from a workspace or organization. You must be an admin in the workspace.

Remove User from Team

Remove an user from a team. You must be a member of the team in order to remove themselves or others.

Remove Users from a Portfolio

Remove the specified users from members of the portfolio.

Reorder a Custom Field's Enum

Moves a particular enum option to be either before or after another specified enum option in the custom field. Locked custom fields can only be reordered by the user who locked the field.

Retrieve a Custom Field

Grab all details about custom field’s metadata.

Retrieve Attachment

Grab all details about the attachment.

Retrieve Goal

Grab all details about a goal.

Retrieve Job

Grab all details about a job.

Retrieve Organization Export Request

Grab all details about a previously-requested organization export.

Retrieve Portfolio

Grab all details about a portfolio.

Retrieve Portfolio Membership

Grab all details about a portfolio membership.

Retrieve Project

Grab all details about a project.

Retrieve Project Brief

Grab all details about a project brief.

Retrieve Project Membership

Grab all details about a project membership.

Retrieve Project Template

Grab all details about a project template.

Retrieve Section

Grab all details about a section.

Retrieve Story

Grab all details about a story.

Retrieve Tag

Grab all details about a tag.

Retrieve Task

Grab all details about a task.

Retrieve Team

Grab all details about a team.

Retrieve Team Membership

Grab all details about a team membership.

Retrieve Time Period

Grab all details about a time period.

Retrieve User

Grab all details about an user.

Retrieve User's Task List

Grab all details about a user's task list.

Retrieve Workplace

Grab all details about a workspace.

Retrieve Workspace Membership

Grab all details about a workspace membership.

Search Tasks in Workspace

Search tasks in a workspace.

Set Dependencies for Task

Establish a task as a dependency for a task. A task can have at most 15 dependencies.

Set Dependents for Task

Establish tasks as dependents of a task. A task can have at most 30 dependents.

Set Parent of a Task

Establish the parent of a task.

Unlink Dependencies from Task

Remove dependencies from a task.

Unlink Dependents from Task

Remove dependents from a task.

Update a Custom Field

Modify an existing custom field. A custom field’s type and an enum custom field’s options cannot be updated. Locked custom fields can only be updated by the user who locked the field.

Update a Goal

Modify an existing goal.

Update an Enum Option

Modify an existing enum option. Locked custom fields can only be updated by the user who locked the field.

Update Goal Metric

Modify a goal's existing metric number value.

Update Portfolio

Modify an existing portfolio.

Update Project

Modify an existing project.

Update Project Brief

Modify an existing project brief.

Update Section

Modify an existing section.

Update Story

Modify a story.

Update Tag

Modify a tag.

Update Task

Modify a task.

Update Workplace

Modify an existing workspace.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

Integrate Asana with Yotpo Loyalty today.

Enjoy a 7-day free trial. Get your first workflow in minutes.

Try MESA today →

MESA AI assistant

+×

Describe your task...

You've known what your store should be doing. Now it can. Describe the task then MESA handles it from there.