Asana + Better Proposals

Create new tasks in Asana when proposals get signed in Better Proposals

Streamline your project management process with this easy, efficient workflow. When a proposal gets signed in Better Proposals, a new task will be created in Asana. This allows you to track and manage tasks related to your signed proposals seamlessly. No more manual task creation – let this automation handle it for you, ensuring nothing slips through the cracks.

Streamline your project management process with this easy, efficient workflow. When a proposal gets signed in Better Proposals, a new task will be created in Asana. This allows you to track and manage tasks related to your signed proposals seamlessly. No more manual task creation – let this automation handle it for you, ensuring nothing slips through the cracks.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Create Task

    Creates a new task in Asana with specified details.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    • 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

    Action
    Write
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
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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

Related categories

  • Project Management

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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management