Create a signing link when a contract is ready
Move the contract task to ready, and give your team a signing link to use in the next step.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Preparing an in-app signing handoff can become another small task to remember after a contract is approved.
- Turn a clear task transition into a signing handoff.
- Create a link after supplying its title and signer details.
- Keep the preparation step tied to the contract task.
Setup
Build it in a few focused steps.
- 1Connect Asana and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3Describe in one instruction what to do when a contract task reaches its ready stage, including the title and signer details for the link.
- 4Pick Asana's Task Moved to Section trigger and choose a report channel.
- 5Test with one real task and verify the generated link and recipient details.
Questions about this workflow
Does this send the contract for signature?
No. This workflow creates an embedded request link for in-app document preparation and sending. Use BoldSign's Send Document action when you want a document sent directly for signature.
What should I include in the prompt?
State how Notis should recognize the contract task, the link title, and the signers. Supply any details the task does not already contain.
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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