Asana + Portal.io
Create tasks in Asana when proposal statuses are updated in Portal.io
Ensure your team stays on top of every proposal by immediately creating tasks in Asana when a proposal status is updated in Portal.io. This workflow helps you keep track of updates and follow-ups without wasting time on manual data entry. No more missing tasks or late actions; just efficient and effective project management.
Ensure your team stays on top of every proposal by immediately creating tasks in Asana when a proposal status is updated in Portal.io. This workflow helps you keep track of updates and follow-ups without wasting time on manual data entry. No more missing tasks or late actions; just efficient and effective project management.
- When this happens...Update Proposal Status
Triggers when a proposal status change.
- automatically do this!Create Task
Creates a new task in Asana with specified details.
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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.
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About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.