Route expired BoldSign documents into Asana
Make expired agreements visible to the team that can decide whether to reissue, revise, or close the request.
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
An expired agreement can quietly block work when the document's status never reaches the task tracker.
- Create a visible review task when expiration is reported.
- Keep available document and recipient context with the task.
- Help the team choose a next step without a separate status hunt.
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.
- 3Describe that an expiration webhook should create an Asana task with the available document details and a prompt to review next steps.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real expired document request and review the task.
Questions about this workflow
Will it automatically resend the expired document?
No. The available Asana action creates a review task. The team can decide whether to reissue it.
What should the webhook include?
Include a stable document reference, expiration status, and any recipient or business context needed for the review.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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