Create Ascora quotations at your Asana quote stage
Use the moment a task moves into your quote stage to turn a ready request into an Ascora quotation.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Teams can mark a quote request ready in Asana and still forget to enter it in their quoting system.
- Tie quotation creation to an existing project handoff.
- Help reduce forgotten quote requests.
- Keep the decision point visible in Asana.
Setup
Build it in a few focused steps.
- 1Connect Asana and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe in one instruction that a task moved to the quote-ready stage should create an Ascora quotation, with the needed quote details present.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports should go.
- 5Test by moving one real quote request task into the relevant section.
Questions about this workflow
Can Notis choose the section for me?
No. The trigger is an Asana task moving to a section. Pick the trigger in Notis and describe the outcome; the user selects the relevant trigger context.
What should the task contain?
Include the customer quote request details needed to create the quotation. The available action does not fetch or infer missing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Ascora. A trigger fires from one place; an action lands in another.
Asana triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Task Created
Triggers when a new task is created in a project.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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