Start embedded signing from a new task
For workflows that need signing inside your own application, let a new task start an embedded request from your chosen template.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Embedded Signature Request With Template
Tool to create an embedded signature request based on a template. Use when you need to initiate a new signature request for embedded signing using pre-defined templates. Returns signature request details including signing URLs for embedded iFrame integration.
Why this helps
Embedded signing requests can require a manual setup step even when the agreement work is already captured in Asana.
- Start an embedded signing request from existing task context.
- Reuse a specified template for a consistent agreement process.
- Keep document preparation linked to the work item.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dropbox Sign once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, provide the template identifier, signer details, and the task conditions for creating an embedded request.
- 4Choose Asana's New Task Created trigger and select where run reports should go.
- 5Test with one real task and confirm the template and signer details.
Questions about this workflow
What does embedded signing mean here?
Dropbox Sign creates an embedded request intended for signing within an application, rather than sending signers email links.
Does this build an application or signing page?
No. This workflow creates the embedded signature request. Your application must provide the experience that uses its signing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dropbox sign. A trigger fires from one place; an action lands in another.
Asana triggers
Dropbox sign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite User to Team
Tool to invite a user to your Team. Use when you need to add a member by email or account ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add User to Template
Tool to grant a specified account access to a template. Use when you need to share a template with another user after confirming template and account identifiers.
Attachment Added to Task
Triggers when an attachment is added to a task.
Bulk create embedded signature request with template
Tool to create a BulkSendJob for embedded templated signature requests. Use when you need to send up to 250 embedded signature requests at once via one or more templates for iFrame signing.
New Comment on Task
Triggers when a comment is added to a task in a project.
Bulk send with template
Tool to create a BulkSendJob for templated signature requests. Use when you need to send up to 250 signature requests at once via one or more templates.
New Task Created
Triggers when a new task is created in a project.
Cancel Signature Request
Cancels an incomplete signature request. Use when you need to cancel a pending signature request that has not been completed. The operation is asynchronous and not reversible - once canceled, the signature request cannot be restored.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Dropbox Sign Account
Tool to create a new Dropbox Sign account associated with a specified email address. Use when you need to programmatically register new users in the Dropbox Sign platform.
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.
Create API App
Tool to create a new Dropbox Sign API App. Use when you need to register a new application for API integration. The app will have a client_id for authentication and can be configured with OAuth, callbacks, and white labeling.
Task Updated
Triggers when a task is updated in a project.
Create Embedded Signature Request
Tool to create an embedded signature request for signing in an iFrame. Use when you need to initiate a signature request that will be signed within your application rather than via email links.
Connect any two apps with Notis in the middle.
Asana and Dropbox sign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dropbox sign.