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Turn pending signatures into clear follow-up work

When a request needs a nudge, put the follow-up in Asana with enough context to act without reopening the whole trail.

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

Unsigned agreements can linger because the next follow-up has no visible task or clear context.

  • Capture a follow-up task when a request is reported as pending attention.
  • Include available recipient, document, and status details for faster action.
  • Make the next step visible in the team's existing task workflow.

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 a webhook reporting a signature needing follow-up should create an Asana task with the available request context.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real pending request and confirm the created task is actionable.

Questions about this workflow

Will Notis decide when a signature is overdue?

Only if the webhook or instruction supplies a due date or a clear rule. BoldSign trigger events are not listed, so an external process must report that the request needs follow-up.

Can the task include a due date?

It can use a due date when one is supplied or clearly available in the request context. Do not rely on a date that the workflow cannot access.

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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