Keep Docnify fields aligned with task changes
When agreement requirements change, have Notis update the existing field metadata described in the task before the document goes out.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
A late requirement change can leave document fields with stale labels or requirements.
- Tie field updates to the task where requirements changed.
- Reduce the chance that stale field labels reach signers.
- Make document preparation easier to resume after interruptions.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docnify once in the Notis portal.
- 2Create an automation and describe the field changes Notis should make when task requirements change.
- 3Include the Docnify document ID and specific existing field metadata to update in the task context or instruction.
- 4Pick Asana's Task Updated trigger for the project.
- 5Choose a report channel and test with a real task update and known document and field details.
Questions about this workflow
Can this create missing fields?
No. Update Document Fields updates metadata of existing fields. Use Create Document Fields when you need to add fields.
What must be available to update fields?
Provide a confirmed document ID and clear details about the existing fields and the metadata changes required.
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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