Question

Tagging a contact in Active Campaign with an Asana app integration zap

  • 31 March 2023
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  • Anonymous
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Is it possible to create a zap that does the following?: a person’s contact details are added to a task on the app Asana, then Active Campaign searches for the contact and then applies a specific tag.

 

Essentially I want active campaign to add tags to contacts when that contact has their information added to a new Asana task.


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Hey @Rachel Lynch, welcome to the Community!

Are the contact details added into the description field of the task, or are they added in a comment? 

If it’s a comment, then I don’t think it would work as there’s no New Comment trigger for the Asana app currently.

But, if it’s in the task description then you could potentially extract the email for the contact using a Formatter (Text > Extract Email Address) action. That should pull out the email address from the task description, more on how to do that here: Extract Email Address.  Then you could then use as the value to search for in a Find Contact (ActiveCampaign) action. And follow that up with an Add/Remove Tag From Contact (ActiveCampaign) action to add the tag.

In order to add the tag to the correct contact though, in the Add/Remove Tag From Contact action when selecting the contact you’ll need to make sure you use the Custom value option and select the contact’s ID from the Find Contact action. You can find out more about working with custom values in this way here: Add custom values to dropdown menu fields in Zaps

Hope that helps to get you started? Please do keep us in the loop on how that goes! 🙂