Find a Better Proposals template for each Asana request
A task reaches your proposal queue. Notis gathers the available templates and gives you a concise shortlist to start from.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get All Templates
Tool to retrieve a paginated list of all templates. use when you need to list available templates for selection.
Why this helps
Finding the right proposal template means leaving the task, scanning a separate library, and trying to remember what the client needs.
- Keep the request and template options in one run report.
- Reduce time spent browsing templates.
- Give proposal work a clear next step.
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 that Notis should summarize the Asana request and shortlist relevant Better Proposals templates.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports go.
- 5Test with one real proposal request task.
Questions about this workflow
Does this create a proposal?
No. The available Better Proposals action retrieves templates. Notis can summarize relevant options for you to use.
How does Notis know which task represents a request?
You choose the Task Moved to Section trigger in Asana. Describe the request context in your instruction.
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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No card. Works with personal or business Better proposals.