Move signed BoldSign contracts into Asana follow-up
A signature is the start of the next step. Send completed agreements into Asana so the follow-through has an owner and a home.
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
Signed agreements can sit in an inbox while important onboarding, billing, or delivery work waits to begin.
- Create a follow-up task as soon as a signed agreement is reported.
- Include the document name and available signer or completion details in the task.
- Keep contract follow-through visible alongside the team's work.
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 each completed signature request should create an Asana follow-up task with available document and signer details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real completed BoldSign request and review the task.
Questions about this workflow
Does BoldSign provide a trigger event for this workflow?
No. Start it with a Notis webhook and have BoldSign or an integration you control send an HTTP request when a signature request is completed.
What if the webhook does not include the signed PDF?
The task can include the details present in the request. If a file link or other contract context is needed, provide it in the webhook payload or include it in the instruction.
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.
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.
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.
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.
Create a project
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.