Keep sent proposals connected to changing work
Task details shift as projects develop. Notis checks sent proposals and helps you spot items to revisit alongside the update.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Get Sent Proposals
Tool to retrieve all sent proposals. use after dispatching proposals to clients to list them.
Why this helps
A change in project scope can leave proposal follow-through behind unless someone remembers to check a second system.
- Bring sent proposal context into an updated task report.
- Spot proposal items that may merit a manual review.
- Reduce memory burden around cross-tool follow-through.
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 task update and relevant sent proposals.
- 4Pick the Asana Task Updated trigger and choose where run reports go.
- 5Test with one real task update.
Questions about this workflow
Does the workflow resend proposals?
No. It retrieves sent proposals and reports relevant information for you to review.
How can Notis tell which sent proposal relates to the task?
Include available client or project identifiers in the task and tell Notis how to use them. If those identifiers are missing, Notis cannot reliably infer a match.
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.
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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.