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Set up your first integration
Quickly connect Asana to PandaDoc with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with PandaDoc - 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 "Create Attachment" in PandaDoc.
You’re connected!
Zapier seamlessly connects Asana and PandaDoc, 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
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Practical ways you can use Asana and PandaDoc
Create Asana task for completed PandaDoc documents.
When a document is marked as completed in PandaDoc, Zapier automatically creates a related task in Asana. This ensures that follow-up tasks, such as scheduling meetings or initiating next steps, are promptly visible to your team, improving efficiency and accountability.
Business OwnerCapture campaign approvals in Asana.
When a PandaDoc document, such as a marketing budget or campaign outline, is completed, Zapier creates a task in Asana. This allows your marketing team to move forward with campaigns faster while providing a clear record of approvals for reference.
Marketing & Marketing OpsTrack signed contracts in Asana.
When a PandaDoc document is e-signed, Zapier adds a task in Asana to ensure project managers know the contract phase is finalized. This automation keeps the team informed and minimizes any delays in starting project deliverables.
Project ManagementLearn how to automate Asana on the Zapier blog
Learn how to automate PandaDoc on the Zapier blog
Frequently Asked Questions about Asana + PandaDoc integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and PandaDoc
What is required to integrate Asana with PandaDoc?
To integrate Asana with PandaDoc, you need active accounts in both applications and access to an integration tool like ours that supports this connection. You'll set up triggers in Asana that prompt actions in PandaDoc, such as creating a document when a new task is added.
How do I create a document in PandaDoc from an Asana task?
You can automate document creation by setting up a trigger for when a new task is added to Asana or when the task status changes, and select the action to create a document in PandaDoc using our integration tool. It's important to map the fields appropriately between both platforms.
Can I update an existing PandaDoc document when an Asana task is updated?
Yes, you can update existing documents. Set up a trigger for when an Asana task is updated and configure the action to update the corresponding document in PandaDoc. Remember to link the correct fields from your tasks to your documents.
Is it possible to send reminders from Asana through this integration?
While our integration primarily focuses on syncing tasks with documents, you can set up additional steps where changes or updates on tasks in Asana trigger email reminders through other integrations supported by our platform.
How do we handle permissions for users between Asana and PandaDoc during integration?
All users must have appropriate access rights within both applications. Our integration does not bypass user permissions, so ensure that users have necessary rights in both Asana and PandaDoc before setup.
Are there limitations on data types that can be transferred between these apps?
Most standard data types like text, date, and dropdown fields transfer seamlessly. However, specific data types like attachments or custom objects may require additional configuration or may not be supported directly due to API limitations.
Do we provide support for troubleshooting errors during the integration process?
Yes, support is available for troubleshooting common errors during setup or execution of integrations between Asana and PandaDoc through our support channels. Ensure all API connections are active and credentials are correct for smooth operation.
