Asana + Proposify
Create tasks in Asana for new proposals in Proposify
Create a seamless workflow between Proposify and Asana with this automation. Whenever a new proposal is formulated in Proposify, this automation immediately sets up a task in Asana, helping you stay organized and efficient. This workflow ensures that every proposal is tracked promptly, allowing your team to act swiftly and get ahead of their task list.
Create a seamless workflow between Proposify and Asana with this automation. Whenever a new proposal is formulated in Proposify, this automation immediately sets up a task in Asana, helping you stay organized and efficient. This workflow ensures that every proposal is tracked promptly, allowing your team to act swiftly and get ahead of their task list.
- When this happens...Proposal Created
Triggers when a proposal is created.
- automatically do this!Create Task
Adds a new task.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
