Asana + PandaDoc

Initiate new Asana projects from a template when documents are completed in PandaDoc

Ensure a seamless flow of tasks with this streamlined workflow. Once a document is completed in PandaDoc, a new project from a template is instantly set up in Asana. This not only saves time but also fosters consistency in managing your projects. Make tedious task transitions a thing of the past by integrating your PandaDoc and Asana applications.

Ensure a seamless flow of tasks with this streamlined workflow. Once a document is completed in PandaDoc, a new project from a template is instantly set up in Asana. This not only saves time but also fosters consistency in managing your projects. Make tedious task transitions a thing of the past by integrating your PandaDoc and Asana applications.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  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

    • 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

Related categories

  • 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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