I am trying to setup an automation to send my clients text messages using twilio when certain tasks are complete. I am very close to getting this how i want it. I am now simply stuck on where to put the client’s phone number. I have created a custom field to enter the data, but Asana seems to want it in every single task cell in order to pull the phone number. Is there a way to add the client phone number to their project and have the automation just pull from that?
Hi @Cody_Rhea , I’m not familiar with the integration but it sounds about right that it wants the phone number per task, not project.
If that is the issue you are facing, perhaps you could solve it by creating a rule that whenever a task is added to the project, populate the ‘Phone number’ (text field?) with their number. This is assuming that you have one project per client, so such a rule would not require any condition (check ifs are optional)
If that field is repetitive to look at in a list view, you can always hide it from view.
Yes, it is only one project per client. How would I make this rule? We use templates that are built out to generate all the tasks for the project. Is there a way to pre-fill the customer phone number and have it listed in each task?
If you have few projects you can use Zapier’s flow
As the trigger requires you to select the project, each zap = 1 project and you can hardcode the number of the client in Twilio.
Eg:
- Project Plan = +1234
- Another PLan = +5678
If you have a lot of projects I’d go differently.
- Use a custom field PER PROJECT
- Set up Asana webhooks so we can use a single workflow for ALL projects
- Use a Get Project Custom Fields API call https://developers.asana.com/reference/getproject
- Finally the Twilio
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