Check Boloforms documents when a new Asana task appears
Keep project work and signature paperwork in view. Notis can retrieve your Boloforms documents when Asana creates a task.
Trigger
New Task Created
Triggers when a new task is created 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
New work can start before anyone checks whether a related agreement or form is already in Boloforms.
- Prompt a timely review of existing documents
- Reduce manual switching between Asana and Boloforms
- Give a consistent starting point for new work
Setup
Build it in a few focused steps.
- 1Connect Asana and Boloforms once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to retrieve the Boloforms document list when a new Asana task is created, then summarize the list for review.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real task and confirm the returned document list is useful.
Questions about this workflow
Does this create a Boloforms document?
No. The available Boloforms action retrieves a list of documents associated with the account.
Can Notis identify a document that matches the task?
Not from the listed action alone. You can ask Notis to summarize the returned list, but provide matching details or rules if you need a specific relevance check.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.