Keep signed contracts moving in Asana
When a contract is signed, give its next step a clear home in Asana.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Signed agreements can sit in file storage without anyone owning the follow-up.
- Create a visible follow-up task from each signing completion notice.
- Keep the document reference and next step together for the team.
- Reduce manual checking for newly signed agreements.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Asana once in the Notis portal.
- 2Create an automation in Automations, then choose a name and report channel.
- 3Tell Notis to create an Asana follow-up task using the completed signing notice and its document reference.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed signing example.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when an HTTP request is sent with information about a completed ActiveMerge signing workflow.
Does ActiveMerge provide a trigger event here?
No ActiveMerge trigger event is listed. The workflow uses a Notis webhook, so the completion notice must be sent to that webhook.
What information should the request include?
Include enough context for Notis to identify the signed document and the follow-up needed. Provide any details that are not present in the notice in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Asana. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
ActiveMerge and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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