Prepare the DocuSign sending screen at the approval step
Reach the sender view from the Asana task that marks an agreement ready for review, then complete the send in DocuSign.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create sender view url for envelope
Creates a url for the sender view of a docusign envelope, enabling the embedding of docusign ui within an external application. this endpoint is crucial for integrating envelope sending functionality, allowing users to prepare and send envelopes directly from your application. the returned url provides a customizable sender view for an envelope in the 'created' state, with options to tailor the user interface and behavior. it's important to note that the url must be used immediately after generation and is valid for only one use. the endpoint offers extensive customization options through the 'settings' object, allowing control over ui elements, button behaviors, and access levels. for mobile integrations, especially ios devices, it's recommended to use a webview instead of an iframe due to screen space limitations.
Why this helps
A task can be ready for review while the agreement and its sending screen are still buried in another tool.
- Bring a relevant DocuSign sender view into the approval handoff.
- Keep the review tied to the Asana section change.
- Let a person review and send through DocuSign's sender interface.
Setup
Build it in a few focused steps.
- 1Connect Asana and DocuSign once in the Notis portal.
- 2Create an automation in Notis and describe which approval task should get a sender view URL.
- 3Pick Asana's Task Moved to Section trigger and choose a report channel.
- 4Test with one real task and confirm the resulting URL supports your review process.
Questions about this workflow
Does this action send the envelope automatically?
No. It creates a sender view URL for an envelope so the sender can prepare and send it through DocuSign.
What must already exist?
The action is for a DocuSign envelope. Your instruction should make clear which envelope the task refers to; provide any missing identifier or reference explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Docusign. A trigger fires from one place; an action lands in another.
Asana triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds multiple contacts to a user's contacts list in docusign. this endpoint allows for bulk addition of contacts with detailed information, including cloud provider details, phone numbers, email addresses, and notary-specific information. it's particularly useful for populating a user's address book efficiently or synchronizing contacts from external sources. the endpoint supports various contact types, including regular contacts, shared contacts, and signing groups. use this when you need to add or update multiple contacts simultaneously in a docusign account. note that while it can handle a variety of contact information, it does not provide functionality for removing or deactivating contacts.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Adds or modifies email override settings for a specific docusign envelope, allowing customization of the reply-to email address and name, as well as bcc email addresses for archiving purposes. this endpoint should be used when you need to change email settings for an individual envelope, overriding the account-level configurations. it's particularly useful for setting up specialized archiving or customizing the reply-to information for specific envelopes. note that these changes only affect email communications that occur after the addition is made, and the bcc feature is limited to users with appropriate permissions. for security reasons, additional signer authentication is recommended when using the bcc for email archive feature.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add envelope attachments
Adds one or more envelope attachments to a draft or in-process envelope in docusign. this endpoint allows developers to include additional files with an envelope that are not converted to pdf and are only accessible through the api. it's useful for attaching supporting documents or metadata files that should not be part of the main signing process. the endpoint supports up to 12 attachments per envelope, with a maximum file size of 50 mb each. note that these attachments are not visible in the docusign web application and are intended for programmatic use only.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add existing brand to group
This endpoint adds one or more existing brands to a specified group in docusign. it allows users to associate multiple brands with a group, enabling customized branding for different groups within an account. the endpoint should be used when there's a need to update the brands associated with a particular group, such as when reorganizing branding strategies or expanding brand options for specific user groups. it's important to note that this endpoint only adds existing brands to a group and does not create new brands or modify brand details.
New Task Created
Triggers when a new task is created in a project.
Addfiletoworkspace
This endpoint adds a file to a specific folder within a docusign workspace. it allows users to upload and organize files in their docusign account, enabling better document management and collaboration. the method should be used when integrating file upload functionality with docusign workspaces, such as when adding new documents to a project or sharing files with team members. it's important to note that this endpoint only handles the file addition process and does not provide functions for file modification or deletion.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Add members to signing group
This endpoint adds one or more new members to a specified signing group within a docusign account. signing groups allow multiple users to act as potential signers for a document, where any member of the group can sign on behalf of the group. this tool should be used when you need to expand or update the membership of an existing signing group. the endpoint allows you to add up to 50 members to a signing group, which is the maximum limit. when adding members, you must provide their email addresses and usernames. it's important to note that docusign recommends separating signer recipients and non-signer recipients (such as carbon copy recipients) into different signing groups to maintain clarity in the signing process.
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.
Add new users to a specified account
This endpoint adds new users to a specified docusign account, allowing bulk creation of up to 500 users in a single call. it's ideal for quickly setting up multiple users with customized permissions and settings. the endpoint requires at least a username and email for each user, but supports additional configuration options. it returns detailed information about created users, including ids and status.
Task Updated
Triggers when a task is updated in a project.
Addorupdateaccountstamps
This endpoint allows you to add or update one or more account stamps in a docusign account. it provides a comprehensive way to manage signature and stamp settings, including image properties, user associations, and stamp-specific details. use this endpoint when you need to create new stamps or modify existing ones for an account. it's particularly useful for bulk operations on multiple stamps. note that this endpoint doesn't handle the actual process of signing documents, but rather manages the stamps available for use in the signing process.
Connect any two apps with Notis in the middle.
Asana and Docusign, 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 Docusign.