Asana + Better Proposals
Create new Asana tasks when proposals are signed in Better Proposals
Whenever a proposal is formally approved in Better Proposals, a corresponding task is instantly established in Asana. This automation process ensures every signed proposal seamlessly translates into immediate action, enhancing project management efficiency without any additional manual intervention.
Whenever a proposal is formally approved in Better Proposals, a corresponding task is instantly established in Asana. This automation process ensures every signed proposal seamlessly translates into immediate action, enhancing project management efficiency without any additional manual intervention.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Task
Adds a new task.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItWorkspace
Project
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
WorkspaceRequired
ProjectRequired
Try It
