Purpose:
Help users understand when each available feed trigger should be used, with real-world scenarios to guide the choice.
1. What Are Feed Triggers? #
Feed triggers define when a feed runs. By default, a feed usually runs on form submission, but other triggers allow more flexibility (e.g., after payment, after a notification is sent).
2. Available Triggers (with examples) #
- Form Submission
Runs immediately when the form is submitted.
Use when: Every submission should create a task right away, such as intake requests or lead captures. - After Payment Failed
Runs when payment is attempted but fails.
Use when: You want to create follow-up tasks for billing or customer service teams. - After Subscription Canceled
Runs when a recurring payment subscription is canceled.
Use when: You need to notify finance or track cancellations for recurring services. - After Notification Sent
Runs after a Gravity Forms notification email has been sent.
Use when: The notification itself is the condition for the task (e.g., only escalate if an approval email goes out). - After Notification Failed
Runs when a notification email fails to send.
Use when: You want to ensure failed communications create a task for IT or admins to investigate.
3. Choosing the Right Trigger #
- Ask yourself: When is it appropriate for the task to exist in Asana?
- For general usage → Form Submission.
- For financial transactions → Payment Completed/Failed/Refunded.
- For communication‑driven workflows → Notification Sent/Failed.
4. Tips & Best Practices #
- Match the trigger to your process stage to avoid premature or unnecessary task creation.
- Test payment and notification triggers thoroughly, as they depend on integrations outside Asana.
- Document which trigger each feed uses to avoid confusion in larger forms with multiple feeds.
