See who has access to campaign project work
Review project membership details on a schedule so access questions are easier to answer.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Memberships
Tool to retrieve memberships from a project. it can also be used to get memberships for a user across multiple projects or all projects in a workspace.
Why this helps
It can be hard to know whether the right collaborators can access campaign project work.
- Summarize recorded membership details across selected projects.
- Make access checks easier to repeat.
- Support clearer handoffs when collaborators change.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which campaign projects or users to include in the access review.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Tell Notis to retrieve the relevant Asana project memberships and summarize available access details.
- 5Run it once and verify the result against real project memberships.
Questions about this workflow
Does this change project access?
No. This workflow retrieves project membership information for review.
Can it determine whether someone should have access?
Not on its own. Provide the expected collaborators or criteria if you want Notis to compare them with the retrieved memberships.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Asana. A trigger fires from one place; an action lands in another.
Active campaign triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
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Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
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Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Active campaign and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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