See template details when a task reaches proposal stage
A task moves forward, and Notis brings the selected template's details into view to help you prepare the next step.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Template Details
Tool to retrieve details of a specific template. use after selecting the template id to fetch metadata.
Why this helps
Template names alone do not always provide enough context, and stopping to look up details can break concentration.
- Bring template metadata into the task transition report.
- Make proposal preparation more focused.
- Keep selected template context accessible.
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 use the template identifier and summarize template details with the task context.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports go.
- 5Test with one real task that includes the selected template identifier.
Questions about this workflow
Does this choose a template automatically?
No. The action retrieves details for a specific template. Provide the template identifier in the task context or instruction.
What if the task has no template identifier?
The action needs a selected template identifier. Add it to the task context before relying on this workflow.
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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