Surface template options at the right point in a project
When a task reaches your chosen project section, get Documint's available templates in the run report.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Why this helps
Teams often reach the document stage of a project and lose time searching for a template or asking who knows where it is.
- Bring template discovery into an existing project handoff
- Reduce app switching during document preparation
- Review available templates before deciding what fits
Setup
Build it in a few focused steps.
- 1Connect Asana and Documint once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis to list Documint templates when the task reaches the document-preparation stage and summarize relevant options in the run report.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports go.
- 5Test by moving a real task into the section used to start document preparation.
Questions about this workflow
Can Notis choose a template based on details that are not in Asana or Documint?
No. Include the criteria in the task or instruction, or review the listed templates yourself.
Does listing templates create a document?
No. This workflow lists templates so the team can choose what to use next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Documint. A trigger fires from one place; an action lands in another.
Asana triggers
Documint actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Template
Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Template
Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.
Attachment Added to Task
Triggers when an attachment is added to a task.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
New Comment on Task
Triggers when a comment is added to a task in a project.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
New Task Created
Triggers when a new task is created in a project.
Update Template
Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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