Check template details at a project handoff
Add a template status check to the moment work moves into its next stage.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Docmosis Template Details
Tool to retrieve metadata for an uploaded template. Returns name, size, MD5 hash, last modified date, and error status. Use after uploading a template to verify it was stored correctly or to check if it has errors.
Why this helps
A document task can move forward while its template still has an error or outdated metadata.
- Surface template status at a handoff
- Catch template issues before later work
- Keep document preparation tied to project progress
Setup
Build it in a few focused steps.
- 1Connect Asana and Docmosis once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the template detail check in one instruction.
- 3Pick Task Moved to Section as the trigger and choose where run reports go.
- 4Test with one real task move and review the returned template details.
Questions about this workflow
Can the workflow fix a template error?
No. This action retrieves metadata and error status. A person must resolve any template issue.
What does the trigger observe?
It starts when an Asana task moves to a section in a project. The automation does not require a filter-building screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docmosis. A trigger fires from one place; an action lands in another.
Asana triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
Attachment Added to Task
Triggers when an attachment is added to a task.
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
New Comment on Task
Triggers when a comment is added to a task in a project.
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
New Task Created
Triggers when a new task is created in a project.
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
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.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Task Updated
Triggers when a task is updated in a project.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Asana and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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