Start a Documenso agreement from an Asana task
Keep agreement setup moving from the task where the work already lives.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
A contract request in Asana can stall while someone manually finds a template, starts a document, and enters the details again.
- Reduce re-entry between project planning and agreement setup.
- Use a selected Documenso template as the starting point.
- Keep the signing request connected to the task that initiated it.
Setup
Build it in a few focused steps.
- 1Connect Asana and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe how Notis should decide whether a new task needs an agreement and which template and recipient details to use.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real task, confirming the template and recipient details before sending.
Questions about this workflow
Does every new Asana task create a document?
Describe in your instruction which tasks should start an agreement and how Notis should recognize them. The trigger fires for new tasks in the selected project.
Does this workflow send the document for signing?
It creates a document from a template. Sending for signing is a separate Documenso action and can be handled by an automation using the distribute action.
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.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Template
Tool to delete a template by ID.
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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