Asana + Docusign

"create new projects in Asana from updated envelopes in DocuSign"

Keep your projects managed and organized with a smooth transition from DocuSign to Asana. When an envelope status is updated in DocuSign, a new project is created from a template in Asana, ideally streamlining your workflow and enhancing your project management process. This automation results in less manual data entry, ensuring all project details are instantly and accurately reflected in Asana as soon as changes occur in DocuSign.

Keep your projects managed and organized with a smooth transition from DocuSign to Asana. When an envelope status is updated in DocuSign, a new project is created from a template in Asana, ideally streamlining your workflow and enhancing your project management process. This automation results in less manual data entry, ensuring all project details are instantly and accurately reflected in Asana as soon as changes occur in DocuSign.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Create Project From Template

    Creates a new project from a custom template.

    ActionWrite
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Supported triggers and actions

  • Docusign triggers, actions, and search

    Click Declined

    Triggers when a recipient declined a clickwrap agreement.

    Trigger
    Instant
    Try It
  • Docusign triggers, actions, and search

    Envelope Completed

    Triggers when an envelope is completed.

    Trigger
    Instant
    Try It
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asana logo

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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Related categories

  • Project Management

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docusign logo
docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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  • Signatures

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