Asana + PandaDoc

Asana + PandaDoc integrations

Create or update PandaDoc contacts from completed Asana tasks

Stay on top of your completed tasks in Asana and streamline your customer management. With this workflow, whenever you mark a task as complete in Asana, a contact will be created or updated in PandaDoc. Save time and ensure your contact records are always up-to-date with this efficient automation.

When this happens...
Completed TaskTriggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
TriggerPolling
automatically do this!
Create or Update ContactCreate a new contact or update an existing one.
ActionWrite

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More things you can do with Asana and PandaDoc

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

- Workspace
- Project
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It

- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It

New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task ID
  Required
- Workspace
  Required
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- Name
  Required
- Task Fields
Action
Write
- Workspace / Organization
  Required
- Project
  Required
- Section Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- Workspace
  Required
- Project
- Task Template
  Required
- Task Name
Action
Write
- Workspace
  Required
- Team
- Name
  Required
- Notes
  Required
Action
Write
- Workspace
  Required
- Project
  Required
- Task
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Section Name
  Required
Action
Search
- Workspace
- Project
- Task ID
  Required
- Maximum Results
- Comment Order
Action
Search
- Premium_user_help_text
- Workspace ID
  Required
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom_fields_help_text
Action
Search
- Email Address or ID
  Required
Action
Search
- Workspace
  Required
- Name
  Required
- Team
- Notes
  Required
Action
Search or write
- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Document ID
  Required
Action
Search

- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Project
  Required
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- Workspace
  Required
- Project
  Required
- Section
  Required
Trigger
Instant
Try It
- Workspace / Organization
  Required
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task ID
  Required
- Tag
  Required
Action
Write
- Project
  Required
- Task
  Required
- File
  Required
Action
Write
- Workspace or Organization
- Project Template
  Required
- Project Name
  Required
- Privacy Setting
Action
Write
- Workspace
  Required
- Parent Task
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
  Required
- Task Name
  Required
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom_field_info
Action
Write
- Task ID
  Required
- Tag
  Required
Action
Write
- Workspace
- Task ID
  Required
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom_field_info
Action
Write
- Workspace
  Required
- Project
  Required
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project Name
  Required
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task ID
  Required
- Limit
Action
Search
- Task ID or GID
  Required
Action
Search
- Workspace
  Required
- Project
  Required
- Task Name
  Required
Action
Search
- Email Address or User ID
  Required
Action
Search
- Task ID or GID
  Required
- Workspace
  Required
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search

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.

Learn moreLearn moreHelpHelp

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About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

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Asana + PandaDoc

Asana + PandaDoc

Create or update PandaDoc contacts from completed Asana tasks

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