Check ClickSend Usage When Billing Review Starts
Put the usage lookup beside the billing review task, with the subaccount and period included in context.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Why this helps
Billing reviews take longer when usage data has to be requested from a separate place.
- Tie a usage lookup to a real review milestone.
- Request a specific subaccount and billing period.
- Make usage information easier to find during review.
Setup
Build it in a few focused steps.
- 1Connect Asana and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the review section and ask Notis to retrieve usage for the subaccount and period specified in task context.
- 4Choose the Asana Task Moved to Section trigger and select where run reports should go.
- 5Test with one review task that names the subaccount, month, and year.
Questions about this workflow
Does this retrieve a full account usage report?
The action retrieves statistics by subaccount for a specific month and year.
What details should the task contain?
Include the subaccount and billing month and year so the lookup has a clear scope.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to ClickSend. A trigger fires from one place; an action lands in another.
Asana triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
Tool to retrieve account usage statistics by subaccount for a specific month and year. Use when you need to view usage breakdown across subaccounts for billing or monitoring purposes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
Attachment Added to Task
Triggers when an attachment is added to a task.
Verify New Account
Tool to verify a new ClickSend account using an activation token. Use when you need to activate a newly created account with the token received during registration.
New Comment on Task
Triggers when a comment is added to a task in a project.
Calculate Post Letter Price
Tool to calculate the price for sending post letters without actually sending them. Use when you need to estimate the cost of postal letters before sending.
New Task Created
Triggers when a new task is created in a project.
Calculate SMS Campaign Price
Tool to calculate the price for an SMS campaign before sending. Use when you need to estimate costs for an SMS campaign to a contact list. Pricing depends on the number of recipients, message length, and destination countries.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Email Delivery Receipt Automation
Tool to create an email delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when email delivery receipts are received.
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 Inbound Fax Automation
Tool to create a new inbound fax automation rule in ClickSend. Use when you need to set up automated actions to trigger when inbound faxes are received.
Task Updated
Triggers when a task is updated in a project.
Create Fax Delivery Receipt Automation
Tool to create a fax delivery receipt automation rule in ClickSend. Use when you need to set up automated actions to trigger when fax delivery receipts are received.
Connect any two apps with Notis in the middle.
Asana and ClickSend, 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 ClickSend.