Asana + Bonsai

Create new tasks in Asana when proposals are accepted in Bonsai

Start streamlining your project management process with this efficient workflow. Whenever you receive an accepted proposal in Bonsai, a new task is created in Asana instantly. This automation not only boosts your productivity but also ensures that no task goes unnoticed or forgotten after a proposal has been accepted. Get more done in less time, keeping all team members updated and projects on track.

When this happens...
Proposal Accepted
Triggers when a proposal is accepted by the client.
TriggerInstant
automatically do this!
Create Task
Creates a new task in Asana with specified details.
ActionWrite

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Supported triggers and actions

Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Trigger
Instant
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Deal Updated
Triggers when a deal is updated in Bonsai.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Event Scheduled
Triggers when a new event is booked via Scheduling
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by the client.
Trigger
Instant
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- Client NameRequired
- Client EmailRequired
- Company Name
- Website
- Phone Number
- Job Title
- Notes
Action
Write
- Project NameRequired
- CurrencyRequired
- Client EmailRequired
- Client Name
- Company Name
- Project Description
- Project Notes
- Client Website
- Client Phone Number
- Client Job Title
Action
Write

- Project IDRequired
- Task Template NameRequired
- Task List Name
Action
Write
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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New Tag Created
Triggered when you create a new tag.
Trigger
Polling
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- WorkspaceRequired
- ProjectRequired
- SectionRequired
Trigger
Instant
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- Workspace / OrganizationRequired
Trigger
Polling
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- Workspace / Organization
Trigger
Polling
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- Task IDRequired
- TagRequired
Action
Write
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Privacy Setting
Action
Write
- WorkspaceRequired
- Parent TaskRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom Field Info
Action
Write
- Task IDRequired
- TagRequired
Action
Write
- Workspace
- Task IDRequired
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project NameRequired
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task IDRequired
- Limit
Action
Search
- Task ID or GIDRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Email Address or User IDRequired
Action
Search
- Task ID or GIDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Form Submitted
Triggers when a new form response is submitted.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed by the client.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted by the client.
Trigger
Instant
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Task Updated
Triggers when a task is updated in Bonsai.
Trigger
Instant
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- Deal TitleRequired
- Client EmailRequired
- Pipeline Stage
- Value
- Owner Email
Action
Write
- Task TitleRequired
- Task Description
- Project ID
- Creator Email
- Assignee Email
- Status
- Task List Name
- Priority
- Start Date
- Due Date
- Estimate in minutes
- Billing
- Service Name
- Tags
- Repeats Frequency
- Repeats frequency Weekly Day
- Repeats frequency Monthly Day
Action
Write
- Workspace
- Project
Trigger
Polling
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- ProjectRequired
- Task
- Workspace
Trigger
Polling
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
- Fields
- Disclaimer
Trigger
Instant
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New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
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- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Workspace
- Project
- Task IDRequired
- Maximum Results
- Comment Order
Action
Search
- Premium User Help Text
- Workspace IDRequired
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom Fields Help Text
Action
Search
- Email Address or IDRequired
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write

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