Capture New Asana Task Contacts in ClickSend
When a task introduces a contact, add their supplied details to the ClickSend list your workflow uses.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Contact details captured during planning can stay trapped in task notes and be missed during outreach.
- Carry documented contact details into the messaging workspace.
- Reduce copy and paste between task notes and contact lists.
- Keep list membership tied to task context.
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 which new tasks should add a contact, which ClickSend list to use, and what contact details are available in task context.
- 4Choose the Asana New Task Created trigger and select where run reports should go.
- 5Test with one real task containing a phone number, email, or fax number and the intended list.
Questions about this workflow
What contact information is required?
ClickSend requires at least one of phone_number, email, or fax_number. Include the available contact detail in task context.
Does this create a contact list too?
No. It adds a contact to a specific list, which must already be identified in your instruction.
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.
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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
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