Find a starting template for new agreement work
Start agreement work with a quick view of available Docnify templates, prompted by the new task that tracks it.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Starting a new agreement can mean searching through templates before the actual work begins.
- Bring the available template list into the task kickoff.
- Reduce the effort of locating a starting point.
- Help agreement preparation begin with less context switching.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docnify once in the Notis portal.
- 2Create an automation and describe when a template lookup should run for new agreement work.
- 3Tell Notis to list Docnify templates and summarize options against details in the task.
- 4Pick Asana's New Task Created trigger for the relevant project.
- 5Choose a report channel and test with one real agreement task.
Questions about this workflow
Does this select or populate a template?
No. List Templates returns available templates. Selection and creating a document are separate steps.
What if the task has little context?
Add the agreement type or other criteria to the task or instruction so Notis can make the template list useful.
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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