Guide

How to send a DocuSign envelope from a template for each completed Asana tasks

Learn how to set up a Relay playbook that automatically sends a DocuSign envelope from a template each time a task is completed in Asana. Stay on top of your documents with this efficient workflow, ensuring you never lose track of your important papers. Whether you're managing contracts, agreements or proposals, this automation makes your documentation and task management effortless.
Asana logoAsana > DocuSign
Trigger
Last triggered
Asana logoTask completed
DocuSign logoSend envelope from template
1

Add the Asana "Task completed" trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Task completed" under Asana. Then, select the project. This trigger will automatically detect all the completed tasks in Asana to automatically share the DocuSign envelope.

If this is your first time using a Asana integration in Relay, you'll be prompted to connect your Asana account.

2

Add the DocuSign "Send envelope from template" automation

Integrate the DocuSign into your playbook to ensure automatically sending the envelope from a template for completed tasks in Asana.

Add a new step and select "Send envelope from template" from the list of DocuSign automations.

Connect DocuSign to Relay if you haven't already, then fill out the mandatory and relevant details. You can reference fields from Asana to pass along the right data automatically.

3

Turn on the playbook

Activating your playbook is the final step to automate sending DocuSign envelopes for completed tasks in Asana. Once turned on, it will respond to completed tasks in Asana by sending DocuSign envelopes without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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