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Move campaign briefs from Asana into Customer.io

Capture the campaign plan in Asana, then let Notis trigger the matching Customer.io broadcast with the audience and personalization details you provide.

Trigger

New Task Created

Triggers when a new task is created 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

Campaign details can be ready in Asana while the broadcast launch remains an easy-to-miss separate step.

  • Reduce repeat entry between campaign planning and launch.
  • Keep audience and personalization instructions alongside the campaign task.
  • Use task creation as a clear signal to begin the launch workflow.

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 included in the task.
  • 4Choose Asana New Task Created as the trigger and select a channel for run reports.
  • 5Test with one real campaign task and an existing broadcast.

Questions about this workflow

Does this create a new Customer.io broadcast?

No. The available action triggers an existing broadcast. Include the broadcast identifier and the audience override and personalization details in your instruction or task.

Can the task tell Notis which audience to use?

It can provide the audience and personalization information for the trigger request. The workflow does not configure field mappings.

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.

TriggerScheduled

Suppress Customer Profile

Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Integrations

Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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.

ActionInstant

New Comment on Task

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

TriggerInstant

Get Segment Details

Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Get Segment Membership

Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.

ActionInstant

Task Moved to Section

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

TriggerInstant

Get Segments

Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.

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

Get Trigger

Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Get Triggers

Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.

ActionInstant

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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