Keep document automation aligned with project progress
A section change can signal that a document workflow needs an update. Turn that project movement into a focused configuration change.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update Automation
Tool to update an existing automation's settings in DocsAutomator. Only the fields included in the request are updated. Use when you need to modify automation properties like title, template link, locale settings, or activation status.
Why this helps
A project milestone can pass while the document automation settings remain outdated.
- React to project movement without manually revisiting every automation.
- Update only the settings named in your instruction.
- Keep operational changes connected to the task that signals them.
Setup
Build it in a few focused steps.
- 1Connect Asana and DocsAutomator once in the Notis portal.
- 2Create an automation by telling Notis which existing DocsAutomator automation to update and what settings to change.
- 3Pick Asana's Task Moved to Section trigger.
- 4Choose where run reports go, then test with one real example.
Questions about this workflow
Can the action update any automation field?
Update Automation changes the settings included in the request, such as title, template link, locale settings, or activation status.
Does this trigger on every task edit?
No. It runs when an Asana task is moved to a section in a project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docsautomator. A trigger fires from one place; an action lands in another.
Asana triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Tool to create a new DocsAutomator automation with specified data source and optional Google Doc template. Use when you need to set up a new document automation workflow. PDF templates must be uploaded through the DocsAutomator app interface.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Tool to permanently delete an automation and all associated data. Use when you need to remove an automation that is no longer needed. This action cannot be undone.
Attachment Added to Task
Triggers when an attachment is added to a task.
Duplicate Automation
Tool to create a copy of an existing automation with ' COPY' appended to the title. Use when you need to duplicate an existing automation without recreating it from scratch.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Automation Details
Tool to retrieve details of a specific automation by its ID. Use when you need to fetch configuration, data source settings, and template information for an automation.
New Task Created
Triggers when a new task is created in a project.
Get Queue Statistics
Tool to retrieve current document generation queue statistics for your workspace. Use when monitoring queue health or checking processing capacity.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Automations
Tool to retrieve all automations in your workspace with their basic details. Use when you need to view, list, or enumerate existing automations.
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.
List Signing Sessions
Tool to retrieve signing sessions with optional filtering by status or signer email. Returns paginated results. Use when you need to list or search for signing sessions in DocsAutomator.
Task Updated
Triggers when a task is updated in a project.
Send Test Email
Tool to send a test email with a sample PDF attachment to verify email configuration. Use when you need to test email delivery for a specific automation. Rate limited to 25 emails per hour per automation.
Connect any two apps with Notis in the middle.
Asana and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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