Move accepted proposals into delivery work
When a client says yes, give the work a clear next step in Asana.
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
Accepted proposals can sit in an inbox while founders manually transfer scope and commitments into their project tracker.
- Capture commitments while the proposal is fresh.
- Give the team one clear starting task.
- Reduce manual copying between sales and delivery.
Setup
Build it in a few focused steps.
- 1Connect Bidsketch and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Asana delivery task from the accepted proposal, including its scope, client, and agreed deadline when available.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one accepted proposal and confirm the task captures the right details.
Questions about this workflow
What starts this automation?
A webhook request starts it. Bidsketch does not provide a listed trigger event, so arrange for the relevant proposal event or request to reach the Notis webhook.
What if the proposal has no deadline?
Notis can leave the due date unset and include the missing deadline in the task details or run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bidsketch to Asana. A trigger fires from one place; an action lands in another.
Bidsketch 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.
Bidsketch and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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