Asana + PandaDoc

Attach files in Asana when new documents are completed in PandaDoc

Streamline your document management process and improve your project organization with this intuitive workflow. When a document is completed in PandaDoc, it promptly attaches the file to an existing task in Asana. This straightforward automation ensures that your files are quickly and accurately organized with minimal effort, simplifying both your documentation and project management tasks.

Streamline your document management process and improve your project organization with this intuitive workflow. When a document is completed in PandaDoc, it promptly attaches the file to an existing task in Asana. This straightforward automation ensures that your files are quickly and accurately organized with minimal effort, simplifying both your documentation and project management tasks.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Attach File

    Attaches a File to a task.

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
asana logo
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.
Learn more

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  • Project Management

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pandadoc logo
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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.
Learn more

Related categories

  • Documents

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