Create Bidsketch clients from new Asana tasks
Capture a prospect in Asana and let Notis prepare their Bidsketch client record from the details already on the task.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Prospect details can sit in a task while you still have to switch apps and create a client record by hand.
- Reduce app switching when a prospect is ready for Bidsketch.
- Use existing task context to prepare the client record.
- Surface missing details in the run report.
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 create a Bidsketch client from the new prospect task and use only details present.
- 4Pick Asana's New Task Created trigger and choose where run reports go.
- 5Test with one real prospect task and review the created client.
Questions about this workflow
Does this create a client for every new Asana task?
It runs on the selected New Task Created event. Tell Notis in the instruction which tasks represent prospects; the trigger itself does not provide filters.
What if the task is missing client details?
Notis can report which details are missing rather than inventing them. Supply any required details in the task or instruction.
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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