In this how-to guide

How to automatically get or create a tag in Mailchimp every time a project is added in Asana
1. Set the Asana trigger as “New project added”
2. Add the "Get or create tag" step in Mailchimp
3. Activate your playbook
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How to automatically get or create a tag in Mailchimp every time a project is added in Asana

How to automatically get or create a tag in Mailchimp every time a project is added in Asana

Relay.app is an automation tool that lets you automate actions across Mailchimp, Asana, and many other apps. In this guide, we'll show you how to automatically run the “get or create tag” action in Mailchimp for each project added in Asana using Relay.app.

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Asana > Mailchimp

Trigger

Last triggered

Project added

Get or create tag

1

Set the Asana trigger as “New project added”

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 whenever new projects are added. Click "Add trigger" in your playbook and choose "New project added" 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.

2

Add the "Get or create tag" step in Mailchimp

Integrate the Mailchimp automation into your playbook to ensure the prompt creation of a tag in Mailchimp every time a project is added 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.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically get or create a tag in Mailchimp every time a project is added 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.

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