Start client onboarding when the agreement is signed
Let the completed contract hand the work to onboarding, with the client context already attached to the task.
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
New clients can wait for onboarding because the contract completion signal and delivery work live in different places.
- Start onboarding work from a reported contract completion.
- Keep supplied client and agreement identifiers together.
- Reduce manual handoff delays between signing and delivery.
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 onboarding task when a completed agreement webhook arrives, using the supplied client and document context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real completed client agreement and check the onboarding task.
Questions about this workflow
Can the workflow create a whole onboarding checklist?
The listed action creates a task. Ask Notis to include checklist steps in the task details if that suits your process and the available action supports those details.
Does it run for every signed agreement?
It runs when a matching webhook request starts the automation. Include a clear client or agreement reference and any criteria that should limit when a task is created.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
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.
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.
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.
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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