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Asana + Docusign

Asana + Docusign

Asana + Docusign integrations

Create new Asana tasks from template when Docusign envelopes are completed

Need to keep track of completed contracts on Docusign and want to create tasks in Asana to follow up on each one? Set up this workflow to simplify your process. Once configured, each time an envelope is completed in Docusign, a new task will be created in Asana from a chosen template. This efficient process helps reduce manual data entry and ensures seamless documentation handling.

  1. When this happens...
    Envelope Completed
    Envelope Completed
    Envelope CompletedTriggers when an envelope is completed.
  2. automatically do this!
    Create Task From Template
    Create Task From Template
    Create Task From TemplateCreates a new task in Asana from a selected template.
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More things you can do with Docusign and Asana

Discover other triggers and actions you can use with Docusign and Asana

  • Docusign triggers, actions, and search
    Click Agreed

    Triggers when a recipient accepted a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Events to Monitor
      Required
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search
    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
    • Warning_text
    • Add certificate of completion
    • Include documents
    • Include recipients
    • Include custom fields
    • Include form data
    Trigger
    Instant
    Try It
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About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
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About Docusign
Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
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