How to automatically create a new project in Asana every time an envelope is signed in Signeasy

Relay.app is an automation tool that lets you automate actions across Asana, Signeasy, and many other apps. In this guide, we'll show you how to automatically create project in Asana for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Asana
Trigger
Last triggered
Signeasy logoEnvelope signed
Asana logoCreate project
1

Set the Signeasy trigger as “Envelope signed”

Once you have finished creating your playbook, the next step would be, to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy. This will allow your playbook to automatically identify newly signed envelopes and trigger necessary actions.

If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Create project" step in Asana

Integrate the Asana automation into your playbook to ensure the prompt creation of a new project in Asana every time an envelope is signed in Signeasy.

Click the "Add step" button, then locate the "Create project" automation for Asana and input the mandatory and relevant details.

If your Asana account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Asana account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new project in Asana every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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