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Notis

Give contract amendments a focused review task

Make changes to an agreement visible as review work, with the amendment context close at hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create task in asana with specific details

Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

Why this helps

Amendments can be mistaken for routine signing requests, leaving changes without the right review or owner.

  • Separate amendment review from ordinary contract follow-up.
  • Include the document reference and change summary when supplied.
  • Make the review decision visible in the team's task flow.

Setup

Build it in a few focused steps.

  • 1Connect BoldSign and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
  • 3Ask Notis to create an Asana review task when the webhook identifies an amendment, including the supplied change summary and agreement reference.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real amendment request and confirm the task captures the change context.

Questions about this workflow

Will Notis analyze the legal effect of the amendment?

This workflow routes the supplied amendment context into a task. It should not imply legal review unless that is explicitly performed by your process.

What if the change summary is not included?

The task can use the available document and status details. Include a summary in the webhook if reviewers need specifics.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Boldsign to Asana. A trigger fires from one place; an action lands in another.

Boldsign triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Followers to Task

Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Supporting Relationship to Goal

Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.

ActionInstant

Add task to section

Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.

ActionInstant

Create Allocation

Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

Create a tag in a workspace

Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.

ActionInstant

Create task in asana with specific details

Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.

ActionInstant

Create Attachment for Task

Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.

ActionInstant

Connect any two apps with Notis in the middle.

Boldsign and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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