Capture prospect clients when files arrive
A new file lands on a prospect task; Notis can use the task's client details to prepare the Bidsketch record.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
New prospect documents often trigger follow-up work, yet the corresponding client record can be forgotten.
- Connect an incoming file event to client setup.
- Reduce the chance that prospect intake stalls between apps.
- Report when the task lacks the details needed for a client record.
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 which prospect tasks qualify and to create a client using available task details.
- 4Pick Asana's Attachment Added to Task trigger and choose where run reports go.
- 5Test with one real prospect attachment and review the created client.
Questions about this workflow
Does this extract details from the attachment?
The listed trigger confirms an attachment was added. It does not specify attachment content extraction, so put needed client details in the task or instruction.
How do I avoid creating clients for unrelated attachments?
Describe prospect tasks clearly in the instruction. The trigger itself has no configurable filters.
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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