Keep template changes connected to the work that requested them
Record the requested template change and template ID in Asana, then let Notis retrieve and update the Documint template.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
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.
Why this helps
Template changes can be delayed when the request, current template details, and follow-up are scattered across tools.
- Keep template change requests attached to project work
- Check the current template before making an update
- Report the outcome where the team can follow up
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 retrieve the Documint template ID and apply only the explicit template changes recorded in the updated task, then report the outcome.
- 4Pick Asana's Task Updated trigger and choose where run reports go.
- 5Test with a real task update containing a valid template ID and a specific requested change.
Questions about this workflow
Will Notis guess missing template settings?
No. The task needs to state the requested change, and Notis needs a valid Documint template ID.
Can I use this to delete an outdated template?
No. This workflow updates a template. Deletion is a separate permanent action and is not part of this workflow.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.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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