Connect Customer.io and Asana
Integrate Customer.io with Asana to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task or Subtask in Asana when Customer Events from Customer.io
Get Task Details from Asana when Customer Events from Customer.io
Create Task or Subtask in Asana when Email Events in Customer
Get Task Details from Asana when Email Events in Customer
Create Task or Subtask in Asana when In-app Message Events in Customer
Popular Customer.io + Asana flows
Start from a real workflow other teams are already running.
Choose a trigger
Customer.io
When this happens...
Customer Events
Email Events
In-app Message Events
Push Events
SMS Events
Slack Events
Choose an action
Asana
Automatically do this!
Create Task or Subtask
Assign Task
Duplicate Task
Find Project
Get Task Details
Add Tags to Task
Create Task or Subtask in Asana when Customer Events from Customer.io
Use this flowGet Task Details from Asana when Customer Events from Customer.io
Use this flowCreate Task or Subtask in Asana when Email Events in Customer
Use this flowGet Task Details from Asana when Email Events in Customer
Use this flowCreate Task or Subtask in Asana when In-app Message Events in Customer
Use this flowGet Task Details from Asana when In-app Message Events in Customer
Use this flowCreate Task or Subtask in Asana when Push Events in Customer
Use this flowGet Task Details from Asana when Push Events in Customer
Use this flowCreate Task or Subtask in Asana when SMS Events in Customer
Use this flowGet Task Details from Asana when SMS Events in Customer
Use this flowSupported Triggers & Actions
Everything you can automate between Customer.io and Asana.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
Do thisActions
Action is the task that follows automatically within your Customer.io integrations.
List campaigns
Returns a list of all of your collections, including the name and schema for each collection.
Create manual segment
Create a manual segment with a name and a description. This request creates an empty segment
Delete a segment
Delete a manual segment.
Create Task or Subtask
Create a task or subtask and set assignee, start/due dates, notes, followers, tags, and custom fields.
Assign Task
Assign a task to a user by their email address.
Duplicate Task
Copy an existing task and optionally include assignee, attachments, dates, subtasks, tags, and other selected fields.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
Learn moreSimilar apps
About Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Customer.io and Asana accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Customer.io and Asana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Asana. No coding required.
Yes. You can set up a workflow where Customer.io triggers actions in Asana, and a separate workflow where Asana triggers actions in Customer.io. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Customer.io and Asana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Customer.io and Asana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
