Turn Bonsai client onboarding into a ready-to-own Asana task
Capture the client context once, then put the next onboarding move where your team can act on it.
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
New client details can sit in Bonsai while the team waits for someone to turn them into work.
- Reduce manual re-entry between client management and task planning.
- Give the team one clear place to start onboarding work.
- Keep the client request and its next action connected.
Setup
Build it in a few focused steps.
- 1Connect Bonsai and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Asana onboarding task from each Bonsai client onboarding request, preserving the client context and next action.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real onboarding example and review the resulting task.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when an HTTP request supplies a Bonsai onboarding request and its available context.
Can Notis assign a specific teammate automatically?
Ask Notis to assign the task when the request provides a clear assignee. If it does not, ask it to leave ownership unassigned for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bonsai to Asana. A trigger fires from one place; an action lands in another.
Bonsai 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.
Bonsai and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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