Turn a new Asana task into a Docnify signing workflow
Give agreement work a clear starting point. A new Asana task can prompt Notis to send the confirmed Docnify document for signing.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Agreement tasks can sit idle while someone remembers to open Docnify and start the signing process.
- Start signing from the task that already tracks the work.
- Reduce app switching when agreement details are ready.
- Keep the signing step from being forgotten.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docnify once in the Notis portal.
- 2Create an automation by naming it and describing the desired outcome in plain language.
- 3Tell Notis to send the specified Docnify document for signing only when its ID, content, and recipient details are confirmed.
- 4Pick Asana's New Task Created trigger for the relevant project.
- 5Choose a report channel and test with one real task and a confirmed Docnify document.
Questions about this workflow
Does creating a task provide a Docnify document ID?
Not necessarily. Include the document ID in the task or instruction, or have Notis ask for it before sending. Docnify's Send Document action requires a confirmed document ID.
Can this send a document if recipient details are missing?
No. Provide the recipient details and document content through your instruction or available context before asking Notis to send it.
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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