Bring proposal activity into the conversation
A new comment may carry a client update. Notis checks opened proposals and summarizes useful activity in the run report.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Get Opened Proposals
Tool to retrieve all opened proposals. use when you need proposals that recipients have opened.
Why this helps
Client context and proposal activity can be split across tools, making it easy to miss a useful signal in the middle of a busy day.
- See opened proposal activity alongside task discussion.
- Reduce manual status checking.
- Keep the next client conversation better informed.
Setup
Build it in a few focused steps.
- 1Connect Asana and Better Proposals once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe how Notis should summarize the comment and relevant opened proposal activity.
- 4Pick the Asana New Comment on Task trigger and choose where run reports go.
- 5Test with one real comment on a client task.
Questions about this workflow
Can Notis match a comment to one exact proposal?
Notis can analyze the data returned by the apps and the task context provided. If a reliable matching identifier is not available, include the identifying context in your instruction or task.
Does the workflow send a client follow-up?
No. The available actions retrieve proposal information; this workflow reports relevant activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Better proposals. A trigger fires from one place; an action lands in another.
Asana triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Task Created
Triggers when a new task is created in a project.
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
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.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Task Updated
Triggers when a task is updated in a project.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Asana and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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