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Bring the right collaborators into proposal work

Keep teammates informed by adding them to the task where proposal work is happening.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Add Followers to Task

Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.

Why this helps

People who need visibility can miss updates when they are not connected to the task.

  • Give relevant teammates visibility into task updates.
  • Make handoffs easier to follow.
  • Use the collaborators identified in the incoming context.

Setup

Build it in a few focused steps.

  • 1Connect Better Proposals and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to add the clearly identified collaborators as followers to the related Asana task when proposal work is handed off.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real handoff and confirm the followers.

Questions about this workflow

Will followers receive notifications?

Asana followers are notified of task updates according to their Asana notification settings.

Can Notis choose teammates based on job titles?

Only if the relevant identities and selection rule are provided clearly and can be matched to Asana users.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Better proposals to Asana. A trigger fires from one place; an action lands in another.

Better proposals triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Followers to Task

Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Supporting Relationship to Goal

Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.

ActionInstant

Add task to section

Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.

ActionInstant

Create Allocation

Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

Create a tag in a workspace

Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.

ActionInstant

Create task in asana with specific details

Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

ActionInstant

Create Attachment for Task

Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.

ActionInstant

Connect any two apps with Notis in the middle.

Better proposals and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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