In this how-to guide

How to automatically update member tags in Mailchimp every time a task is completed in Asana
1. Set the Asana trigger as “Task completed”
2. Add the "Update member tags" step in Mailchimp
3. Activate your playbook
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How to automatically update member tags in Mailchimp every time a task is completed in Asana

How to automatically update member tags in Mailchimp every time a task is completed 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 “update member tags” action in Mailchimp for each task completed in Asana using Relay.app.

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Asana > Mailchimp

Trigger

Last triggered

Task completed

Update member tags

1

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.

2

Add the "Update member tags" step in Mailchimp

Integrate the Mailchimp automation into your playbook to ensure the prompt update of member tags in Mailchimp every time a task is completed in Asana.

Click the "Add step" button, then locate the "Update member tags” 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 update member tags in Mailchimp 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.

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