ActiveCampaign + Asana
Add notes to ActiveCampaign deals when tasks are completed in Asana projects
Stay focused on your project's progress with this seamless workflow. Whenever a task is completed in Asana, this automation adds a note to a Deal in ActiveCampaign. This streamlined process ensures all team members stay in the loop, enhancing collaboration and boosting productivity. It's an effective solution to maintaining project updates and keeping client interactions organized, all in one place.
Stay focused on your project's progress with this seamless workflow. Whenever a task is completed in Asana, this automation adds a note to a Deal in ActiveCampaign. This streamlined process ensures all team members stay in the loop, enhancing collaboration and boosting productivity. It's an effective solution to maintaining project updates and keeping client interactions organized, all in one place.
- When this happens...
Completed TaskTriggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Note to DealAdds a note to a deal.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
Task NameRequired
WorkspaceRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
Skip Unsubscribe Events
Importer Note
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
Email Address
First Name
Last Name
Full Name
Phone Number
Tags
Organization Name
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
ListRequired
Campaign NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
List IDRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Contact IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
Currency
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Event Account IDRequired
Event NameRequired
Event Value
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
Contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Make Public?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Task IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Mark Task as complete?
Mark Task as liked?
Name
Assignee
Followers
Tags
Description
Is the description rich text?
Custom Field Info
WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
WorkspaceRequired
Projects (Any)
Text
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Resource Subtype
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Task NameRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCustom ObjectRequired
Trigger EventsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Automation RunRequired
Contact IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Account IDRequired
Job Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
ActionRequired
Existing Tags
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Record ID
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
Owner
CurrencyRequired
PipelineRequired
StageRequired
Account ID
Contact ID
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Title
Deal IDRequired
Note
Due DateRequired
End Date
Task TypeRequired
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
List IDRequired
Contact ID
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
Deal ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ActiveCampaign
ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Email NewslettersAbout Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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Task ManagementRelated Zap Templates
- Create Asana tasks for new ActiveCampaign deal tasks
- Create or update ActiveCampaign contacts for new Asana tasks in projects
- Create Asana tasks from new automation webhooks in ActiveCampaign
- Create Asana tasks with new contacts added to a list in ActiveCampaign
- Add new deal tasks in ActiveCampaign to Asana
- Create or update ActiveCampaign contacts from completed Asana tasks
- Add or update ActiveCampaign contacts when new tags are added to Asana tasks
- Add new Asana users to ActiveCampaign as contacts
- Create Asana projects from templates for new or updated ActiveCampaign contacts
- Attach files in Asana to updated ActiveCampaign contacts for streamlined organization
- Add new ActiveCampaign contacts to Asana as tasks in a project section
- Create Asana stories for new or updated ActiveCampaign contacts
- Create duplicate tasks in Asana for new or updated contacts in ActiveCampaign
- Create Asana projects for new or updated ActiveCampaign contacts
- Add tasks to Asana projects for new or updated ActiveCampaign contacts
- Update Asana tasks for new or updated ActiveCampaign contacts
- Create new tasks in Asana for every new automation webhook in ActiveCampaign
- Create tasks in Asana when new campaigns start sending in ActiveCampaign
- Generate tasks in Asana for new or updated contacts in ActiveCampaign
- Add tags to new Asana tasks and update corresponding ActiveCampaign contacts
- Manage new ActiveCampaign campaigns by creating tasks in Asana
- Create tasks in Asana for new contacts added to ActiveCampaign list
- Create tasks in Asana from new automation webhooks in ActiveCampaign
- Manage new tags on ActiveCampaign contacts by creating projects from a template in Asana
- Create new Asana tasks from new deal tasks in ActiveCampaign
- Create Asana tasks when tags are added or removed from ActiveCampaign contacts
- Create tasks in Asana for new deal tasks in ActiveCampaign
- Create Asana tasks when tags are added or removed from ActiveCampaign contacts
- Create or update ActiveCampaign contacts for new Asana project tasks
- Create tasks in Asana for every new contact added to lists in ActiveCampaign
- Create tasks in Asana for new automation webhooks in ActiveCampaign
- Create Asana projects from new ActiveCampaign contacts added to a list
- Add contacts to ActiveCampaign automation when tasks are completed in Asana
- Manage tag changes in ActiveCampaign contacts by creating tasks in Asana
- Create tasks in Asana for new contacts added to a list in ActiveCampaign
- Create or update ActiveCampaign contacts from completed Asana tasks
- Create tasks in Asana for new contact tasks in ActiveCampaign
- Create tasks in Asana for new deal tasks in ActiveCampaign
Related Zap Templates
- Create Asana tasks for new ActiveCampaign deal tasks
- Create Asana tasks with new contacts added to a list in ActiveCampaign
- Add or update ActiveCampaign contacts when new tags are added to Asana tasks
- Attach files in Asana to updated ActiveCampaign contacts for streamlined organization
- Create duplicate tasks in Asana for new or updated contacts in ActiveCampaign
- Update Asana tasks for new or updated ActiveCampaign contacts
- Generate tasks in Asana for new or updated contacts in ActiveCampaign
- Create tasks in Asana for new contacts added to ActiveCampaign list
- Create new Asana tasks from new deal tasks in ActiveCampaign
- Create Asana tasks when tags are added or removed from ActiveCampaign contacts
- Create tasks in Asana for new automation webhooks in ActiveCampaign
- Manage tag changes in ActiveCampaign contacts by creating tasks in Asana
- Create tasks in Asana for new contact tasks in ActiveCampaign
- Create or update ActiveCampaign contacts for new Asana tasks in projects
- Add new deal tasks in ActiveCampaign to Asana
- Add new Asana users to ActiveCampaign as contacts
- Add new ActiveCampaign contacts to Asana as tasks in a project section
- Create Asana projects for new or updated ActiveCampaign contacts
- Create new tasks in Asana for every new automation webhook in ActiveCampaign
- Add tags to new Asana tasks and update corresponding ActiveCampaign contacts
- Create tasks in Asana from new automation webhooks in ActiveCampaign
- Create Asana tasks when tags are added or removed from ActiveCampaign contacts
- Create or update ActiveCampaign contacts for new Asana project tasks
- Create Asana projects from new ActiveCampaign contacts added to a list
- Create tasks in Asana for new contacts added to a list in ActiveCampaign
- Create tasks in Asana for new deal tasks in ActiveCampaign
- Create Asana tasks from new automation webhooks in ActiveCampaign
- Create or update ActiveCampaign contacts from completed Asana tasks
- Create Asana projects from templates for new or updated ActiveCampaign contacts
- Create Asana stories for new or updated ActiveCampaign contacts
- Add tasks to Asana projects for new or updated ActiveCampaign contacts
- Create tasks in Asana when new campaigns start sending in ActiveCampaign
- Manage new ActiveCampaign campaigns by creating tasks in Asana
- Manage new tags on ActiveCampaign contacts by creating projects from a template in Asana
- Create tasks in Asana for new deal tasks in ActiveCampaign
- Create tasks in Asana for every new contact added to lists in ActiveCampaign
- Add contacts to ActiveCampaign automation when tasks are completed in Asana
- Create or update ActiveCampaign contacts from completed Asana tasks