Asana + Better Proposals
Create new Asana projects from signed Better Proposals proposals
When a proposal is signed in Better Proposals, this automation will promptly create a new project in Asana. This streamlines your workflow by saving you time and manual effort, allowing you to swiftly move on to the project execution stage once a proposal gets approved. Unify your business operations seamlessly whilst enhancing productivity and project management efforts.
When a proposal is signed in Better Proposals, this automation will promptly create a new project in Asana. This streamlines your workflow by saving you time and manual effort, allowing you to swiftly move on to the project execution stage once a proposal gets approved. Unify your business operations seamlessly whilst enhancing productivity and project management efforts.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Project
Triggered when you add a new project.
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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
