Turn new quote request tasks into Ascora quotations
Capture a customer quote request in Asana and let Notis create the corresponding Ascora quotation.
Trigger
New Task Created
Triggers when a new task is created 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
Quote requests can sit in task lists while someone re-enters the details in a separate system.
- Reduce duplicate entry for quote requests.
- Keep quotation creation tied to the task that captured the request.
- Use a run report to see whether the automation completed.
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 that new Asana tasks containing customer quote requests should create Ascora quotations, and include the information Ascora needs in the task.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real quote request task.
Questions about this workflow
Does this run for every new Asana task?
The trigger is New Task Created. Describe the quote request outcome in your instruction so Notis can assess the task; the trigger itself does not add a filter.
What if a task does not include the quote details?
Include the required quote information in the task or your instruction. The available Ascora action creates a quotation and does not provide a separate detail-gathering step.
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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