Include Boloforms documents in Asana section handoffs
A task moving sections often signals a handoff. Have Notis retrieve Boloforms documents at that moment for a quick paperwork review.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
At handoff time, teams may overlook documents stored outside the project task list.
- Add a document review prompt to a project transition
- Keep document checks close to task movement
- Reduce reliance on someone remembering a separate lookup
Setup
Build it in a few focused steps.
- 1Connect Asana and Boloforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Ask Notis in one instruction to retrieve the Boloforms document list when a task moves to a section and summarize it for the handoff.
- 4Pick the Asana Task Moved to Section trigger and select a report channel.
- 5Test with one real task moved between sections and review the report.
Questions about this workflow
Does the trigger detect a task moving to a particular section only?
The listed event triggers when a task is moved to a section in a project. Notis does not provide a filter builder in this setup flow.
Will the action send a signature request?
No. The only listed Boloforms action here retrieves the account's document list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Boloforms. A trigger fires from one place; an action lands in another.
Asana triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attachment Added to Task
Triggers when an attachment is added to a task.
New Comment on Task
Triggers when a comment is added to a task in a project.
New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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