How to automatically send an envelope to sign through Signeasy every time a task is completed in Asana 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 run the “send envelope to sign” action in Signeasy for each task completed in Asana using
Asana logoAsana > Signeasy
Last triggered
Asana logoTask completed
Signeasy logoSend envelope to sign

Set the Asana trigger as “Task completed”

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 Asana trigger to initiate your playbook's actions each time a task is completed. Click "Add trigger" in your playbook and choose "Task completed" from the dropdown menu under Asana. This will allow your playbook to automatically identify newly completed tasks and trigger necessary actions.

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


Add the "Send envelope to sign" step in Signeasy

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time a task is completed in Asana.

Click the "Add step" button, then locate the "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

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


Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an envelope to sign through Signeasy every time a task is completed in Asana 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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