Skip to content
Notis

Move a contact task forward and update ActiveTrail

When a task reaches your chosen Asana section, Notis can put its contact into the corresponding ActiveTrail group.

Trigger

Task Moved to Section

Triggers when a task is moved to a section 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

Moving work into a ready section does not update the mailing audience, so follow-up can lag behind the team's workflow.

  • Tie contact handling to a meaningful task status change.
  • Create or update group membership from task details.
  • Reduce delays between team readiness and audience updates.

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, state the section move that signals readiness and how to identify the destination group.
  • 4Pick Asana Task Moved to Section as the trigger and choose where run reports go.
  • 5Test with one real task containing an email address and the group information.

Questions about this workflow

Can I trigger this for any section?

The trigger is a task moved to section in a project. State the relevant section in your instruction and test with a task moved there.

What details are required for the group update?

The workflow needs the contact email and a way to identify the ActiveTrail group, supplied in the task or instruction.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ActiveTrail.