Keep Bidsketch client details current
Record a client correction in Asana and have Notis carry that confirmed change into the matching Bidsketch client.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Client
Tool to update a client. use when you need to modify existing client records with new data.
Why this helps
Client details can be corrected in project work but remain stale in the proposal system.
- Reduce duplicate client data entry.
- Keep a source task connected to the correction.
- Catch ambiguous client matches before changes are made.
Setup
Build it in a few focused steps.
- 1Connect Asana and Bidsketch once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, say to update the matching client only with confirmed corrected details from the task.
- 4Pick Asana's Task Updated trigger and choose where run reports go.
- 5Test with one real client correction and review the resulting record.
Questions about this workflow
How does it identify the client?
Provide a reliable client identifier in the task or instruction. If the match is unclear, have Notis report that rather than update a possibly incorrect client.
Does the task update event expose prior values?
The listed event says a task was updated; it does not promise a full change history. Include the intended corrected values in the task context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Bidsketch. A trigger fires from one place; an action lands in another.
Asana triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Task Created
Triggers when a new task is created in a project.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Task Updated
Triggers when a task is updated in a project.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Asana and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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