Move an agreement to signing from Asana
A clear handoff from ready for signature to sent for signing.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
Prepared agreements can sit unnoticed after approval when the person responsible must remember to open Documenso and send them.
- Use a task's section move as a clear signing handoff.
- Reduce the chance an approved document is left unsent.
- Ask Notis to identify the intended document and pending recipients.
Setup
Build it in a few focused steps.
- 1Connect Asana and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, explain which section means ready to sign and how Notis should find the matching Documenso document.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real approved task and verify the document and recipients before distribution.
Questions about this workflow
Does moving any task send a document?
The trigger runs when a task moves to a section in a project. Tell Notis which section signals approval and how to match the task to a Documenso document.
What if the document or recipients are unclear?
Instruct Notis to report missing or ambiguous information for review rather than distributing the wrong document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Documenso. A trigger fires from one place; an action lands in another.
Asana triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Attachment Added to Task
Triggers when an attachment is added to a task.
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New Comment on Task
Triggers when a comment is added to a task in a project.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
New Task Created
Triggers when a new task is created in a project.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Task Updated
Triggers when a task is updated in a project.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Asana and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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