Check contract status from an Asana comment
Ask for a status check in the task conversation and get the latest matching BoldSign document information.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Why this helps
Status checks can turn into a separate search through BoldSign just to answer a quick question in Asana.
- Reduce context switching for contract status questions.
- Summarize matching documents in a run report.
- Use a task comment to initiate a timely check.
Setup
Build it in a few focused steps.
- 1Connect Asana and BoldSign once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, explain which comments should prompt a BoldSign document search and how to identify the relevant document.
- 4Pick Asana's New Comment on Task trigger and choose where reports should go.
- 5Test with one real comment and confirm Notis identifies the right document.
Questions about this workflow
Will every comment start a status check?
The trigger fires when a comment is added to a task in a project. Tell Notis which comments should prompt a lookup and how to match a comment to a document.
Can it find the exact document from the task alone?
Only when the returned information or your instruction provides a reliable way to identify it. Include a document name, reference, or other detail, and test that the match is correct.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Boldsign. A trigger fires from one place; an action lands in another.
Asana triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Asana and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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