Capture prospect handoffs from Asana comments
A teammate adds prospect context to a task comment; Notis can use that handoff to create the client record in Bidsketch.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Why this helps
Prospect handoffs buried in comments are easy to miss when client setup requires a separate manual step.
- Turn a written handoff into a concrete client record.
- Keep the task as the source of context.
- Flag incomplete client information in run reports.
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 comment signals a new prospect and to create a client only from supplied details.
- 4Pick Asana's New Comment on Task trigger and choose where run reports go.
- 5Test with one real handoff comment and check the Bidsketch client.
Questions about this workflow
Will every comment create a client?
The chosen event starts the automation for new task comments. Describe in the instruction how to recognize a prospect handoff.
Can Notis fill in information that the comment omits?
It should use details present in the task context or your instruction and report missing information. It should not invent client data.
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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