Use Asana milestones to start SMS feedback follow-up
Let the milestone your team already tracks prompt a timely customer feedback enrollment.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
Why this helps
Remembering to start a customer feedback cadence after a milestone adds another follow-up to keep in mind.
- Tie feedback enrollment to a meaningful project milestone.
- Reduce the chance of missing a customer follow-up after delivery.
- Update SMS Autopilot membership from the task context.
Setup
Build it in a few focused steps.
- 1Connect Asana and Delighted once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to identify the customer and phone number for eligible milestone tasks and add or update that person in Delighted SMS Autopilot.
- 4Pick Asana Task Moved to Section as the trigger, choose a report channel, and test with one real milestone task.
Questions about this workflow
Can I specify which milestone matters?
Describe the intended milestone and customer eligibility in your instruction. The trigger is the Asana task moving to a section in a project.
Does this guarantee an SMS is sent immediately?
The action adds or updates a person for SMS-based Autopilot delivery. The timing follows the Delighted Autopilot configuration.
What if the task has no phone number?
A phone number is needed for SMS enrollment. Make sure Notis can find it in the task context or in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Delighted. A trigger fires from one place; an action lands in another.
Asana triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Tool to add a person to Autopilot or update their properties for email-based surveys. Use when you need to enroll a person in scheduled email surveys or update their custom properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Tool to add a person to Autopilot or update their properties for SMS-based surveys. Use when you need to schedule automated survey delivery via SMS.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create or Update Person
Tool to create or update a person and schedule a survey email. Use when you need to add a new person to Delighted, update existing person details, or schedule a survey with custom properties for segmentation.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Pending Survey Requests
Tool to remove all pending (scheduled but not yet sent) survey requests for a person. Use when you need to cancel all future surveys for a specific email address.
New Task Created
Triggers when a new task is created in a project.
Delete Person
Tool to remove a person and all associated data from Delighted. Use when you need to permanently delete a person's information. Deletion includes surveys, responses, properties, Autopilot membership, survey history, and unsubscribe/bounce status.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Autopilot Email Configuration
Tool to retrieve the current Autopilot configuration for email distribution. Returns configuration details including whether Autopilot is active, survey frequency, and timestamps.
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 Autopilot SMS Configuration
Tool to retrieve the current Autopilot configuration for SMS distribution. Use when you need to check whether Autopilot is enabled, review survey frequency settings, or examine configuration timestamps for SMS surveys.
Task Updated
Triggers when a task is updated in a project.
List Autopilot SMS Memberships
Tool to retrieve all Autopilot memberships for SMS distribution platform. Use when you need to list people enrolled in Autopilot SMS or filter by specific person details.
Connect any two apps with Notis in the middle.
Asana and Delighted, 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 Delighted.