Launch approved campaigns from Asana
Make the move into your chosen approval section the handoff from campaign review to Customer.io broadcast triggering.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Trigger Broadcast
Tool to manually trigger a broadcast. use when you need to override the default audience and provide personalization data after confirming the broadcast id.
Why this helps
After a campaign is approved, the launch handoff can get buried among other follow-up work.
- Tie the broadcast request to an existing project milestone.
- Reduce manual checking for approved campaign work.
- Keep launch instructions with the Asana task.
Setup
Build it in a few focused steps.
- 1Connect Asana and Customer.io once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language what it should do.
- 3Ask Notis to trigger the specified existing broadcast using the audience and personalization details provided for the task.
- 4Choose Asana Task Moved to Section as the trigger and select a channel for run reports.
- 5Test with one real task moved into the approval section and an existing broadcast.
Questions about this workflow
Can Notis decide which section means approved?
Choose the Task Moved to Section event in Notis. Describe the approval signal and the broadcast details in your instruction.
What if the task does not include audience details?
Supply the audience override and any personalization details in the instruction or task context. The trigger action does not create audience criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Customerio. A trigger fires from one place; an action lands in another.
Asana triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
New Task Created
Triggers when a new task is created in a project.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
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.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Task Updated
Triggers when a task is updated in a project.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Asana and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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