Route signed vendor agreements to the right review
Keep procurement and vendor setup moving by turning completed agreements into clear internal tasks.
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
Vendor agreements can be signed without triggering the internal review, setup, or recordkeeping that should follow.
- Create an internal review task after a vendor agreement is reported complete.
- Carry forward the vendor name and available contract reference.
- Keep the post-signature work visible to the team.
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 completed vendor agreement webhook should create an Asana task for the specified review or setup work.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real vendor agreement and inspect the created task.
Questions about this workflow
How does the workflow tell vendor agreements from client contracts?
Include a reliable agreement type, vendor identifier, or other distinguishing context in the webhook request and instruction.
Can the workflow assign the task to a teammate?
The action supports task creation, but a valid assignee must be available to the connected Asana account and included clearly in the instruction or context.
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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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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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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