Create Asana review tasks from CloudPDF handoffs
Send the PDF handoff to Notis and get a clear review task ready in Asana.
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
PDF handoffs can sit in inboxes while the next step and owner remain unclear.
- Turn incoming PDF handoffs into visible work.
- Keep the document context available in the task.
- Reduce manual copying between tools.
Setup
Build it in a few focused steps.
- 1Connect CloudPDF and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Asana review task from each CloudPDF handoff, using only details present in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real CloudPDF handoff sent to the webhook.
Questions about this workflow
What details will the task contain?
Notis can use details included in the webhook request, such as a document name or link. Any missing detail must be supplied in the request.
Does CloudPDF provide the trigger?
This workflow starts with a Notis webhook. Configure the handoff to send its request to that webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link CloudPDF to Asana. A trigger fires from one place; an action lands in another.
CloudPDF 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
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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.
CloudPDF and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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