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"Drip" campaign with Gmail and Asana

  • 19 March 2021
  • 3 replies
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I was curious if anyone had any ideas on how to make the following happen:

  1. A Zap (or set of Zaps) that runs daily at 9am. It looks within an Asana project section and gets all tasks in that section. For each one, it finds the email address (in the Asana task’s custom field).
  2. It then takes each email address and sends an email (either via Gmail or Zapier Email) at 9am to all of those email addresses (ideally separately, and not as a BCC).
  3. Each day, it checks the email fields in that section again, and re-sends the email. It does this for 5 days in a row (per Asana task that it found).
  4. On day 6 (or at the end of the Day 5 sequence) it moves it to a new section in the Asana project; and thus it will stop finding this task during the Zap.


But obviously for any new Asana tasks that may have been added to that section in the meantime, the Zap continues to run all the time, so any new tasks in that section will also be emailed 5 times.

It's like a Drip campaign.
 

Essentially: for each new task in that section , grab that email from the field, and email it for 5 days in a row (as long as its still in that Asana section).

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Best answer by FreshyJon 18 May 2021, 19:54

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3 replies

@FreshyJon 
Just checking in to see if you still need help with this? 

I don’t. I ended up using AutoPilot (aka Journeys) to help with the email automation/scheduling/drip, along with Zapier to help it understand when to stop.

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@FreshyJon 
Just checking in to see if you still need help with this? 

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Hi @FreshyJon 

TIP: Check out potentially leveraging Asana Rules for some of this: https://asana.com/guide/help/premium/rules

You’d likely have to go with a more advanced approach to do this involving the Asana API: https://developers.asana.com/docs/get-multiple-tasks

You may be able to use the Looping action: https://zapier.com/apps/looping/integrations