Move proposal work forward from Asana
When a task reaches the section that means proposal-ready, have Notis update the related Bidsketch proposal with the details you provide.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
A proposal can be ready in the project plan while its Bidsketch details still reflect an earlier decision.
- Carry a clear project milestone into proposal upkeep.
- Reduce repeated status checks across apps.
- Use run reports to spot missing proposal identifiers or update details.
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, explain which task context and confirmed changes should update the related proposal.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports go.
- 5Test with one real task and proposal, then review the update.
Questions about this workflow
Can this update the proposal status automatically?
The action updates proposal details. Specify the exact supported detail to change and provide enough context to identify the proposal; do not assume an unsupported status field.
Does moving any task to a section identify the proposal?
The event signals a task's move in a project. Include a proposal identifier or clear identifying context 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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