Prepare client renewals with a Bonsai to Asana task
Put the renewal conversation on the work list with the context and preparation steps your team already knows.
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
Renewal preparation slips when no one has a visible reminder to gather context and plan the conversation.
- Create a visible preparation step from supplied renewal context.
- Collect relevant client history in one task description.
- Help the team prepare before the next conversation.
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 renewal preparation task from each Bonsai renewal request, including the supplied client context and next conversation date when present.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real renewal example and review the task details.
Questions about this workflow
Does it decide which clients are due for renewal?
The webhook request must supply the relevant renewal record or date. This workflow does not independently monitor Bonsai.
Will it create a renewal offer?
No. It creates a task to prepare for the conversation. Pricing and offer decisions remain with your team.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.