Start a project when the proposal is signed
Turn a new engagement into a project your team can act on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Why this helps
A signed proposal can trigger a scramble to create a project and reconstruct what was promised.
- Create a visible home for new client work.
- Carry proposal context into the project name and description.
- Shorten the gap between signature and kickoff.
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 project for a signed proposal using the client and engagement details provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one signed proposal and confirm the project is associated with an available team or workspace.
Questions about this workflow
What does Asana require to create a project?
The project must be associated with a workspace or team. Ensure the connected Asana account has access to the intended destination.
Will the project contain all delivery tasks?
This workflow creates a project. The proposal request may not contain a complete task breakdown, so add tasks separately when the scope supports them.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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