Customer.io + Asana Integration

Integrate Asana to Customer.io in one click, or tell Integrately AI how you want each task handled. Track task completions, update customer profiles, add people to segments, and trigger targeted messaging automatically.

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1.
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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2.

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Ready Workflows Ready Workflows for Asana + Customer.io Integration

Track task completions, update customer profiles, add people to segments, and trigger targeted messaging, all in just one click.

Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Asana + Customer.io flow

Sync your customer messaging with internal planning, notify your team about customer updates, and manage downstream follow-ups. Pick a combination and activate it in one click.

Customer.io
Asana
+
Jira Software CloudJira Software Cloud (4)
+
NotionNotion (3)
+
SlackSlack (3)
+
HubSpotHubSpot (3)
+
TypeformTypeform (3)
+
IntercomIntercom (3)
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Create a Jira issue for every new Asana task, and update customer profiles in Customer.io
New Asana tasks immediately create matching Jira issues and update customer profiles in Customer.io, keeping your project tracking and messaging platforms in sync.
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When an Asana task is completed, add the user to a Customer.io segment and update the Jira issue
Completed Asana tasks trigger segment updates in Customer.io and update related Jira Software Cloud issues automatically.
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When an Asana task is updated in a project, log a Customer.io event and add a comment in Jira Software Cloud
Project updates in Asana instantly record events in Customer.io and add comments to Jira Software Cloud issues.
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Use ChatGPT to analyze new Asana tasks, update Customer.io profiles, and create issues in Jira Software Cloud
ChatGPT analyzes new Asana tasks to update Customer.io profiles and create structured issues in Jira Software Cloud.

Supported triggers and actions for Customer.io and Asana

Mix and match to build the exact automation you need

Customer.io
Customer.io Triggers & Actions
No trigger is available
Add person to segment in Customer.io
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Create or Update Person in Customer.io
Generates a new invoice
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Create event in Customer.io
Adds a new contact to the contact list
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Create anonymous event in Customer.io
Creates a confidential gathering without disclosing organizer's identity
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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Asana + Customer.io?eks

Streamline your project execution and customer messaging by connecting Asana triggers to Customer.io actions.

What you can automate?
🔄
Sync task events to customer profiles
Automatically update Customer.io profiles and segments whenever tasks are created or completed in Asana, eliminating manual data entry.
📋
Capture all task custom fields
Map complete Asana task details, tags, and project descriptions directly into Customer.io events and user properties.
🔔
Instant notifications on milestones
Alert your team and trigger targeted customer messaging immediately when key project tasks are marked complete in Asana.
🔀
Conditional routing by task tags
Route Asana tasks to specific Customer.io segments based on custom tags, priorities, or project categories.
✏️
Keep customer data up to date
Ensure Customer.io profiles reflect the latest task updates and project milestones without manual intervention.
🔍
Upsert records without duplicates
Create or update person records intelligently in Customer.io based on Asana task identifiers to prevent duplicate entries.
🎯
Handle status changes seamlessly
Trigger automated customer messaging sequences when Asana projects or tasks transition to completed or archived status.
🔌
Extend workflows to Slack
Connect Asana and Customer.io with Slack to notify team channels while updating your customer messaging platform.
And much more...

Who is Asana + Customer.io integration for?

Product teams, marketers, and customer success leaders who manage projects in Asana and need customer messaging in Customer.io to stay perfectly synchronized.

Performance marketers
Performance marketers
Customer success managers
Customer success managers
Project managers
Project managers
Support leads
Support leads
Account executives
Account executives
Operations directors
Operations directors
📈
Performance marketers
You're running campaign operations in Asana but your customer tracking in Customer.io only updates when someone manually exports lists, so the segment counts you're reviewing are always a few hours behind — with this integration, every new task completion updates your customer profiles instantly and your campaign data stays current.
Customer success managers
You manage client onboarding tasks in Asana and need to trigger messaging in Customer.io right away, but delays in manual handoffs mean clients find out about milestone updates too late — automating both apps means every task milestone updates customer segments instantly and communication flows without interruption.
📊
Project managers
You track project timelines in Asana while leadership reviews customer metrics in Customer.io, but maintaining dual systems by hand leads to reporting gaps — connecting these apps means your task statuses and user events stay perfectly aligned across your entire team.
📥
Support leads
Volume is too high for anyone to keep up with manual ticket logging between Asana and Customer.io, resulting in missed follow-ups and unrecorded customer interactions — automating both apps means every task creation and completion updates user records automatically without manual data entry.
🤝
Account executives
You own the handoff from onboarding tasks in Asana to customer communication in Customer.io, but waiting for manual updates leaves you out of the loop on client progress — this integration means every project update flows directly into your messaging platform so you can act immediately.
🗂️
Operations directors
You need a reliable audit trail of project execution and customer messaging history, but manual tracking leaves persistent gaps in your database records — automating both apps means every task event creates a precise corresponding profile update in Customer.io.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Customer.io + Asana

Build and manage your Customer.io + Asana automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Customer.io + Asana with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Asana to Customer.io?
Frequently Asked Questions
You can connect Asana to Customer.io in minutes using Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your automation and map the fields.
Can I automatically update customer profiles in Customer.io when tasks are completed in Asana?
Frequently Asked Questions
Can I connect Asana, Customer.io, and Notion?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Customer.io?
Frequently Asked Questions
How does Asana handle task fields and tags during automation?
Frequently Asked Questions
Can Customer.io trigger events based on Asana project updates?
Frequently Asked Questions
Do I need coding skills to automate Asana and Customer.io?
Frequently Asked Questions
Is the Asana and Customer.io integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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