Give declined proposals a considered next step
Capture what to learn or follow up on without turning every decline into an automatic sales message.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A declined proposal can disappear without a record of what the team should learn or do next.
- Keep declined opportunities visible for review.
- Capture useful client context in one task.
- Let a person choose the next client-facing step.
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 create a review task when a proposal is declined, including any response context and a suggested internal next step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real declined proposal.
Questions about this workflow
Will this automatically contact the client?
No. It creates an internal Asana task for a person to review.
What if the client gives no reason?
Notis can record that no reason was provided and create the review task without inventing one.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
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.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
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.
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.
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.
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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