Asana Whatsapp Automation
Automatically send WhatsApp updates when an Asana milestone is completed. Keep everyone informed and smoothly move work to the next milestone while tracking progress.
Why This Workflow Matters
This workflow makes it easy to keep your team, clients, or stakeholders updated every time a milestone is completed in Asana.
Instead of manually sending messages or checking project boards, updates go out instantly through WhatsApp. This keeps progress clear, helps work move forward faster, and ensures no milestone is forgotten or delayed.
How The Automation Works
Here’s how this automation connects Asana, ActiveCampaign, and the D7 WhatsApp API in a simple way:
- Trigger: Milestone done
When a milestone is marked as done in Asana, the automation starts.
- ActiveCampaign Actions: Webhook
ActiveCampaign sends a webhook that connects to the D7 WhatsApp API. This is what actually pushes the update to WhatsApp.
- WhatsApp Message Sent: “Milestone {{milestone_name}} completed.”
A WhatsApp message is sent with the milestone name filled in, so the recipient knows exactly which milestone is finished.
- Follow-Up Steps: Next milestone
After the update is sent, the focus moves to the next milestone, helping your team stay aligned with what comes next.
- Goal / KPI: Progress
The main goal is to keep clear, visible progress, so everyone can easily see how the work is moving forward.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A milestone is marked as done in Asana | Captures progress at the exact moment work is completed |
| 2 | The “Milestone done” event triggers the automation in ActiveCampaign | Ensures no manual action is needed to start the update |
| 3 | ActiveCampaign sends a webhook to the D7 WhatsApp API | Connects your project progress directly to WhatsApp messaging |
| 4 | WhatsApp sends: “Milestone {{milestone_name}} completed.” | Gives clear, instant visibility into which milestone is finished |
| 5 | Recipients see the update and can react or plan accordingly | Helps teams and clients stay aligned without logging into tools |
| 6 | The workflow highlights or shifts focus to the next milestone | Keeps the work moving forward in a structured way |
| 7 | Each completed milestone adds to an overall sense of progress | Makes it easy to track how far along the project is |
| 8 | Consistent updates build trust and transparency with stakeholders | Reduces misunderstandings and keeps everyone confident in delivery |
Whatsapp Message Variations
Original:
Milestone {{milestone_name}} completed.
Improved, template-friendly versions:
- Milestone {{milestone_name}} has been completed.
- The milestone {{milestone_name}} is now completed and ready for review.
- Update: Milestone {{milestone_name}} has been completed. Please proceed to the next milestone.
Who This Workflow is For
This workflow is ideal for:
- Project-based agencies (marketing, design, software, consulting) that want to keep clients informed as key milestones are completed.
- Internal project teams in companies managing multi-step initiatives and needing quick progress updates on mobile.
- Freelancers and small studios who run client projects in Asana and want a simple way to show ongoing progress.
- Operations and implementation teams handling onboarding, rollouts, or deployments that move through defined milestones.
- Service providers running retainers or long-term projects where regular progress transparency builds trust.
Integrate Now
Activate this “Asana – Milestone Completed” WhatsApp workflow today