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Automating Token Issuance Requests via Asana

  • Updated

Issuing tokens with Securitize can be fully automated using Asana’s API and Securitize workflows.
This guide will walk you through how to create an issuance request and submit the Letter of Direction (LoD) directly to your Asana board for processing.

🚀 Steps to Automate an Issuance Request

✅ Prerequisites:

  • An Asana account.
  • Your Personal Access Token (PAT) for API access.
  • The signed Letter of Direction (LoD).

1️⃣ Get Your Asana Personal Access Token (PAT)

  1. Go to Asana Developer App Settings
  2. Click Create New Token.
  3. Name it something like API Issuance.
  4. Accept the terms and click Create Token.
  5. Save your token somewhere safe. All API activity will be linked to your Asana account.

2️⃣ Create the Issuance Task in Asana

Use this API call to create a task:

curl --location --request POST 'https://app.asana.com/api/1.0/tasks?opt_pretty=true' \
--header 'Content-Type: application/json' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{token}}' \
--data-raw '{
  "data": {
    "workspace": "{{workspaceid}}",
    "completed": false,
    "name": "New issuance request",
    "html_notes": "<body><strong>Please review the attached Letter of Direction.</strong></body>",
    "assignee": "{{transferagentteamid}}",
    "projects": ["{{projectid}}"],
    "assignee_section": "{{sectionid}}"
  }
}'

Key Variables:

  • {{token}} – Your Asana Personal Access Token.
  • {{workspaceid}} – Your Securitize workspace ID.
  • {{transferagentteamid}} – Use 1200142954929022.
  • {{projectid}} – Your project ID in Asana.
  • {{sectionid}} – The section ID for Issuance of Securities.

3️⃣ Get Your Workspace, Project, and Section IDs

🔍 Get Workspace ID: 

GET https://app.asana.com/api/1.0/workspaces?opt_pretty=true&opt_fields=name&limit=50

🔍 Get Project ID: 

GET https://app.asana.com/api/1.0/projects?limit=100&workspace={{workspaceid}}&opt_pretty=true&opt_fields=name

🔍 Get Section ID: 

GET https://app.asana.com/api/1.0/projects/{{projectid}}/sections?limit=50&opt_pretty=true&opt_fields=gid,name

Look for the Issuance of Securities section and copy its gid.

4️⃣ Upload the Letter of Direction to the Task

Use this API call to attach the LoD to your Asana task:

curl --location --request POST 'https://app.asana.com/api/1.0/tasks/{{taskid}}/attachments?opt_pretty=true&opt_fields=followers,assignee,name' \
--header 'Content-Type: multipart/form-data' \
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{token}}' \
--form 'file=@"{{file to upload}}"'

The response will confirm that the LoD has been successfully attached to the task.

🎯 Process Complete!

Once submitted, the Transfer Agent Team will receive your task, review the attached LoD, and process the issuance accordingly.

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