Asana + Proposify

Create Asana projects from won Proposify proposals

Start new projects as soon as they are landed when you use this automation. Once it's set up, each time a proposal is won in Proposify, Zapier will immediately create a new project in Asana. Wow your customers when you tackle new projects right away!

When this happens...
Proposal Won
Triggers when a proposal is accepted by a client.
TriggerInstant
automatically do this!
Create Project
Triggered when you add a new project.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant

Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant

Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant

Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
Proposify
Creates a new client.
Scheduled
Action
Proposify
Creates a new proposal.
Scheduled
Action
Asana
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Scheduled
Trigger
Asana
Triggered when you add a new project.
Scheduled
Trigger
Asana
Triggered when you add a new story.
Scheduled
Trigger
Asana
Triggered when you add a new subtask.
Scheduled
Trigger
Asana
Triggered when you create a new tag.
Scheduled
Trigger
Asana
Triggered when you add a new task to a project.
Instant
Trigger
Asana
Triggered when you add a tag to a task.
Scheduled
Trigger
Asana
Triggered when you add a new team.
Scheduled
Trigger
Asana
Triggered when a task in a project is updated.
Instant
Trigger
Asana
Triggered when you add a new user.
Scheduled
Trigger
Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
Asana
Attaches a File to a task.
Scheduled
Action
Asana
Duplicates an existing task.
Scheduled
Action
Asana
Creates a new project from a custom template.
Scheduled
Action
Asana
Creates a new section within a project.
Scheduled
Action
Asana
Adds a subtask to an existing task.
Scheduled
Action
Asana
Adds a new project.
Scheduled
Action
Asana
Adds a new story (a comment is a story).
Scheduled
Action
Asana
Adds a new task.
Scheduled
Action
Asana
Adds a task to a section of a project.
Scheduled
Action
Asana
Updates an existing Task.
Scheduled
Action
Asana
Finds an existing project.
Scheduled
Action
Asana
Finds an existing section within a workspace project.
Scheduled
Action
Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
Asana
Finds an existing task by its ID.
Scheduled
Action
Asana
Finds an existing user of your Asana account.
Scheduled
Action
Asana
Find or Create Project
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action
Asana
Find or Create Task
Scheduled
Action

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Learn more