- How to automatically create a new tag in Mailchimp or get an existing one every time a task is completed in Asana
- 1. Set the Asana trigger as “Task completed”
- 2. Add the "Get or create tag" step in Mailchimp
- 3. Activate your playbook
- Learn more about integrating with Mailchimp and Asana
- Related blog posts
- More how-to guides featuring Mailchimp and Asana
How to automatically create a new tag in Mailchimp or get an existing one every time a task is completed in Asana
Set the Asana trigger as “Task completed”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Asana trigger to initiate your playbook's actions each time a task is completed. Click "Add trigger" in your playbook and choose "Task completed" from the dropdown menu under Asana.
If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.
Add the "Get or create tag" step in Mailchimp
Integrate the Mailchimp automation into your playbook to ensure prompt creation of a new tag in Mailchimp or get an existing one every time a task is completed in Asana.
Click the "Add step" button, then locate the "Get or create tag” automation for Mailchimp and input the mandatory and relevant details.
If your Mailchimp account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Mailchimp account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new tag in Mailchimp or get an existing one every time a task is completed in Asana without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.