Move an attached agreement PDF into signing
Attach the agreement to its task and have Notis start a Docuseal submission when the task includes the recipient details.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
An attached agreement can be ready to sign yet still wait for someone to re-upload it and start the request.
- Reduce manual handoff from project attachment to signature request.
- Tie the signing kickoff to the moment a PDF is added.
- Keep the workflow grounded in the recipient details supplied with the task.
Setup
Build it in a few focused steps.
- 1Connect Asana and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to create a Docuseal submission from the attached PDF and use recipient and field details supplied in the task context.
- 4Choose the Asana Attachment Added to Task trigger and select where run reports go.
- 5Test with one real task, an accessible PDF attachment, and signing details.
Questions about this workflow
Will every attachment work?
The action requires a PDF file. Include a clear instruction to proceed only when the attached file is an accessible PDF and required signing details are present.
What if the task has no recipient information?
The automation should report that the information is missing rather than guess who should sign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docuseal. A trigger fires from one place; an action lands in another.
Asana triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
New Task Created
Triggers when a new task is created in a project.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
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 Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
Task Updated
Triggers when a task is updated in a project.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Asana and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.