Add the signer when agreement work is ready
Use a meaningful task transition to prompt a precise next step: adding a confirmed signer to the right Docnify document.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
A task can be marked ready while the signer still has not been added to the document.
- Tie signer setup to a visible project milestone.
- Avoid searching for the recipient step after work is approved.
- Keep document and signer details together in the automation instruction.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docnify once in the Notis portal.
- 2Create an automation with a clear name and plain language outcome.
- 3Tell Notis to add the specified recipient to the confirmed Docnify document when the task is ready.
- 4Pick Asana's Task Moved to Section trigger for the project.
- 5Choose a report channel and test with one real task, document ID, and recipient.
Questions about this workflow
Does this workflow send the document too?
No. It adds a recipient. Sending the document is a separate Docnify action and requires the document to be ready for signing.
What details should the instruction include?
Provide the Docnify document ID and recipient details. You can also specify signing order or authentication options when appropriate.
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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