Send contracts from new Asana tasks
Create the task, and let Notis take care of getting the contract out for signature.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
A new deal task can sit untouched while you switch apps to prepare and send the contract.
- Reduce the gap between deal kickoff and contract delivery.
- Keep the send step connected to the task that started the work.
- Get a run report in the channel you choose.
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 to create one.
- 3In one instruction, explain which new contract tasks should result in a BoldSign signature request and what document and signer details to use.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real contract task and confirm the request details before relying on it.
Questions about this workflow
Can Notis know which document and signer to use?
Include the document source and signer details in your instruction, or have Notis ask for any information the task does not provide. The trigger alone does not supply contract files or signer details.
Does this send a document automatically?
Yes. The automation uses BoldSign's Send Document action. Test with a real example and confirm the intended recipients and document before using it for live contracts.
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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