Invite customers to give feedback from a new Asana task
Start a customer feedback loop from the work your team already tracks in Asana.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
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.
Why this helps
Survey invitations can get lost when a founder has to notice a new customer task and then switch apps to send one.
- Start a survey invitation from a new project task.
- Reduce app switching during customer onboarding.
- Update a Delighted person record while scheduling the survey.
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 customer contact details in a new Asana task and create or update that person in Delighted with a survey email.
- 4Pick Asana New Task Created as the trigger, choose a report channel, and test with one real customer task.
Questions about this workflow
Does every new task receive a survey?
Describe the customer task conditions in your instruction so Notis can use the task context to decide when to create or update a Delighted person.
What if the task does not include an email address?
Notis needs a usable person identifier to create or update the Delighted contact. Supply the needed contact detail in the task context or your instruction.
Can this send a survey immediately?
The Create or Update Person action schedules a survey email. The timing follows Delighted's action behavior and the details in your 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
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