Review a customer's delivery history from the task
When a task calls for a delivery audit, use its stated customer ID to retrieve the relevant Dripcel delivery records.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Get Deliveries
Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
Why this helps
Delivery investigations often require reconstructing context from multiple places before anyone can follow up.
- Start an audit from the task that explains why it is needed.
- Use a stated customer ID to narrow the retrieval.
- Summarize returned records for a focused review.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve deliveries only when the task clearly requests an audit and states a customer ID.
- 4Pick Asana's Task Updated trigger and choose where run reports should go.
- 5Test with one real task update containing a customer ID and audit request.
Questions about this workflow
What does this audit include?
The action retrieves delivery records, optionally filtered by customer ID or cell. It does not alter messages or contact records.
Can it infer the customer's ID from their name?
Have the task state a supported identifier. The workflow should not guess which customer record to search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dripcel. A trigger fires from one place; an action lands in another.
Asana triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
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Connect any two apps with Notis in the middle.
Asana and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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