Keep contact follow-up tasks connected to ActiveTrail
Capture contact details in an Asana task and have Notis add or update the matching ActiveTrail group member automatically.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
Why this helps
Re-entering contact details from Asana into ActiveTrail creates extra admin and leaves people out of the right audience.
- Reduce manual contact entry between tools.
- Create or update a contact in the specified group.
- Use task details as the source for contact information.
Setup
Build it in a few focused steps.
- 1Connect Asana and ActiveTrail once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, say to create or update a group member from the task's contact details and identify the group.
- 4Pick Asana New Task Created as the trigger and choose where run reports go.
- 5Test with one real task that includes the contact email and group information.
Questions about this workflow
What information should the task include?
Include the contact email, any details to update, and enough information to identify the ActiveTrail group. Notis can only use details available in the task or supplied in your instruction.
Will this add contacts to the group?
Yes. Action 84 creates or updates a member in a specified group. It is designed to handle an address that is already in that group.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to ActiveTrail. A trigger fires from one place; an action lands in another.
Asana triggers
ActiveTrail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Group Member
Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Contact Growth
Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create or Update Group Member
Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create a New Group
Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.
New Task Created
Triggers when a new task is created in a project.
Create Contact
Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Content Category
Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create New Mailing List
Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.
Task Updated
Triggers when a task is updated in a project.
Create Order
Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.
Connect any two apps with Notis in the middle.
Asana and ActiveTrail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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