Review Docnify documents when an agreement is attached
When a contract file appears on a task, bring the available Docnify document list into the review flow.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
An agreement file in Asana may be hard to reconcile with the separate document record used for signing.
- Start a document record check from the task where the file arrived.
- Make it easier to compare available signing records with agreement work.
- Avoid opening Docnify just to begin a record search.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docnify once in the Notis portal.
- 2Create an automation and state that an added agreement attachment should prompt a Docnify document list lookup.
- 3Tell Notis how to identify the relevant agreement from the task context and attachment details.
- 4Pick Asana's Attachment Added to Task trigger for the project.
- 5Choose a report channel and test with one real attachment and review the returned list.
Questions about this workflow
Does this upload the attachment to Docnify?
No. List Documents returns available documents. This trigger and action do not upload content or create a document.
Can Notis know which listed document matches?
It can compare returned information with the task context, but provide a reliable identifier or matching details if the list alone is ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docnify. A trigger fires from one place; an action lands in another.
Asana triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
New Task Created
Triggers when a new task is created in a project.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Task Updated
Triggers when a task is updated in a project.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Asana and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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