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Create a ClickSend Contact List at an Asana Milestone

Give a defined outreach effort a dedicated list as soon as its Asana work reaches the right stage.

Trigger

Task Moved to Section

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

Action

Create Contact List

Tool to create a new contact list in your ClickSend account. Use when you need to organize contacts into separate lists for targeted messaging campaigns. Note: API allows up to 2,000 contact lists per account.

Why this helps

A new outreach effort can start before anyone has created a place to organize its contacts.

  • Create a dedicated list at a meaningful project stage.
  • Keep list naming grounded in task context.
  • Reduce setup overhead before outreach.

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.
  • 3Ask Notis to create a ClickSend contact list when a task enters the named outreach section, using a list name available in task context.
  • 4Choose the Asana Task Moved to Section trigger and select where run reports should go.
  • 5Test with one real task moved to that section and a clear list name in context.

Questions about this workflow

Does creating a list add contacts to it?

No. This action creates the list only. Adding contacts is a separate ClickSend action.

Can the list name come from the task?

Yes, provide the intended list name in the task context or 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

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

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

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

TriggerInstant

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.

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 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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

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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