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Notis

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.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

TriggerInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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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