Connect Asana and Docusign to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Asana to Docusign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Docusign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Add Document to Workspace (For IAM Plans)" in Docusign.
You’re connected!
Zapier seamlessly connects Asana and Docusign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Workspace
- Project
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant
- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Asana and Docusign
Streamline document status tracking
When a DocuSign envelope is completed, Zapier automatically creates a new task in Asana for the relevant team members to follow up. This integration ensures no finalized document gets overlooked and reduces delays, boosting efficiency.
Business OwnerAssign follow-up tasks for signed contracts
When a DocuSign envelope is signed or completed, Zapier creates a new task in Asana to review the contract and initiate the next steps. This ensures all contractual actions are efficiently handled without manual oversight, streamlining workflows.
Project ManagementTrigger contract preparations for new tasks
When a new task is added in Asana, Zapier automatically triggers a draft signature request in DocuSign, streamlining contract preparation and ensuring prompt readiness for deals, reducing lead time.
Sales OpsLearn how to automate Asana on the Zapier blog
Learn how to automate Docusign on the Zapier blog
Frequently Asked Questions about Asana + Docusign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Docusign
Can I automate task creation in Asana when a document is signed in Docusign?
Yes, you can set up a trigger to automatically create a new task in Asana whenever a document is signed in Docusign. This automation helps ensure your team can take the next steps immediately once signatures are obtained.
Is it possible to update a project status in Asana when a Docusign envelope is completed?
Absolutely. You can configure an action to change or update the project status in Asana when an envelope in Docusign is marked as complete, helping maintain real-time project progress tracking.
How do we track document signature requests sent from Docusign within Asana?
We enable the option to log Docusign signature requests as tasks or custom fields within Asana. This setup provides visibility into outstanding signatures and allows for better workflow management.
Can we attach signed documents from Docusign to tasks in Asana automatically?
Yes, it is possible to automatically attach completed documents from Docusign directly to relevant tasks in Asana. This integration helps keep all necessary documentation organized and accessible.
What happens if a Docusign envelope fails to send? Can we get notified through Asana?
We can configure a system where, if an envelope fails to send through Docusign, an alert or comment is generated on a specific task or project within Asana. This ensures that issues are promptly addressed.
Can multiple actions be performed in Asana based on one trigger from Docusign?
Certainly, you can set up multiple actions such as creating a task, updating fields, and sending notifications within Asana triggered by one event like signing completion on Docusign.
Is there a way to update task assignees in Asana based on the status of documents in Docusign?
Yes, you can create rules where tasks are assigned or reassigned within Asana according to changes in document status on Docusign. This helps delegate work efficiently based on document progress.
