Asana + Docusign
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.
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.
- When this happens...
Envelope CompletedTriggers when an envelope is completed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Task From TemplateCreates a new task in Asana from a selected template.
ActionWriteCreate a new record or update an existing record in your app.
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Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Corrected
Triggers when an envelope is corrected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Declined
Triggers when an envelope is declined.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Delivered
Triggers when an envelope is delivered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Purge
Triggers when an envelope is purged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Sent
Triggers when an envelope is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Status
Return only envelopes I created?
Add certificate of completion?
Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebformRequired
Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bulk List IDRequired
TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Fields
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
WorkspaceRequired
Project
Task TemplateRequired
Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Maximum Results
Comment Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
Workspace IDRequired
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
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Completed
Triggers when an envelope is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Created
Triggers when an envelope is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Deleted
Triggers when an envelope is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Discard
Triggers when an envelope is discarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Resent
Triggers when an envelope is resent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Envelope Voided
Triggers when an envelope is voided.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRecipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Declined
Triggers when a recipient declined to sign.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bulk List IDRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List NameRequired
Role NameRequired
NameRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template NameRequired
Description
Email Subject
Email Message
Document
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand ID
Email Subject
Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TemplateRequired
Email Subject
Email Blurb
Recipient Email
Recipient Name
Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template IDRequired
Template NameRequired
Description
Email SubjectRequired
Email Message
DocumentRequired
Document Name
Recipient Type
Delivery Method
Email
Phone Number
Name
Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
SectionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Privacy Setting
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Parent TaskRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Enable Rich Text Formatting
Assignee
Followers
Tags
Mark Task as complete?
Mark Task as liked?
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
Task IDRequired
Mark as Complete
Mark as Liked
Task Name
Assignee
Followers
Tags
Description
Use Rich Text Formatting
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Completed Since (Includes Incomplete Tasks if Set)
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace/Organization
Team
Project NameRequired
Include Archived Projects
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Project
Task IDRequired
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Address or User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID or GIDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Asana
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About Docusign
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