Follow up when proposal material is attached in Asana
A newly attached proposal or supporting document can be the cue to record the next follow-up in Agencyzoom.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create task post endpoint
Creates a new task in agencyzoom; ensure `assigneeid`, `customerid`, or `leadid` are valid existing entities if provided, and use `contactemail`, `customerid`, or `leadid` to link the task to a contact.
Why this helps
Adding a proposal to an Asana task does not by itself create a reminder to check in with the prospect.
- Record a timely next action when proposal material is added.
- Keep follow-up associated with the prospect's Agencyzoom record.
- Reduce reliance on remembering an extra task after attaching a file.
Setup
Build it in a few focused steps.
- 1Connect Asana and Agencyzoom once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create an Agencyzoom follow-up task when proposal material is attached to a prospect task.
- 4Pick the Asana Attachment Added to Task trigger and choose where run reports should go.
- 5Test with one real attachment event and review the created Agencyzoom task.
Questions about this workflow
Can this read or transfer the attached file?
This workflow uses the attachment event as a cue for a follow-up task. The listed Agencyzoom action creates a task and does not upload or transfer files.
How can the follow-up be linked to a prospect?
The task context needs to provide a valid Agencyzoom lead or customer identifier, or a contact email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Agencyzoom. A trigger fires from one place; an action lands in another.
Asana triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Attachment Added to Task
Triggers when an attachment is added to a task.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Comment on Task
Triggers when a comment is added to a task in a project.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
New Task Created
Triggers when a new task is created in a project.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Task Updated
Triggers when a task is updated in a project.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Asana and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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