HelloSign
Asana
zapier

An automated workflow using zapier

Connects HelloSign + Asana

Create Asana tasks for new Dropbox Sign signature requests

About this workflow template

This automation scenario allows you to connect HelloSign and Asana

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

HelloSign and Asana can also be integrated using automation tools other than zapier:

Diagram

Create Asana tasks for new Dropbox Sign signature requests
Workflow diagram: HelloSign + Asana integration

How it works?

When this trigger fires in HelloSign

HelloSign

Signature Request Signed in HelloSign

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Then these actions happen in Asana

Asana

Create Task in Asana

Adds a new task.

Asana

Create Task in Asana

Adds a new task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Asana tasks for new Dropbox Sign signature requests.

Part I

Configure Applications

First, we need to connect HelloSign and Asana to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HelloSign to Zapier.

    Connect HelloSign to Zapier.

    Give Zapier access to your HelloSign account, using HelloSign credentials.

  • Connect Asana to Zapier.

    Connect Asana to Zapier.

    Give Zapier access to your Asana account, using Asana credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HelloSign

    Set up a Trigger action for HelloSign

    Choose the following trigger: Signature Request Signed (Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).).

  • Then set up an Action for Asana

    Then set up an Action for Asana

    Choose this action: Create Task (Adds a new task.).

  • Then set up another Action for Asana

    Choose this action: Create Task (Adds a new task.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between HelloSign and Asana.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create Asana tasks for new Dropbox Sign signature requests!

Supported triggers and actions

  • Asana

    New task in project (legacy)

    Triggered when you add a new task to a project.

    zapier
    triggerbyzapier
  • Asana

    New project

    Triggered when you add a new project.

    zapieriftttautomateiopabbly-connectalbato
    triggerbyzapieriftttautomateiopabbly-connectalbato
  • Asana

    Tag added to task (legacy)

    Triggered when you add a tag to a task.

    zapier
    triggerbyzapier
  • Asana

    Completed task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    zapierautomateio
    triggerbyzapierautomateio
  • Asana

    New task

    Triggers when a new task is added to project

    automateiozapier
    triggerbyautomateiozapier
  • Asana

    New team

    Triggered when you add a new team.

    zapierpipedream
    triggerbyzapierpipedream
  • HelloSign

    Send signature request from template

    Sends a HelloSign template out for signature request.

    zapierpabbly-connectpipedream
    actionbyzapierpabbly-connectpipedream
  • HelloSign

    Send signature request

    Creates and sends a new signature request

    automateiopipedream
    actionbyautomateiopipedream
  • HelloSign

    Cancel an incomplete signature request

    Cancels an incomplete signature request. This action is not reversible.

    integromat
    actionbyintegromat
  • HelloSign

    Create a template using an existing template

    Creates a new template using the overlay of an existing template.

    integromat
    actionbyintegromat
  • HelloSign

    Delete a template

    Deletes the specified template.

    integromat
    actionbyintegromat
  • HelloSign

    Delete your team

    Deletes your team.

    integromat
    actionbyintegromat

Apps you need

HelloSign

HelloSign

Electronic Signatures

A Streamlined Digital Signature Platform for Business

HelloSign is a fast, secure and legally binding electronic signature software for businesses. It enables professionals to sign, track and send out important documents easily. With HelloSign's API, you can embed signing right into your own site with just a few lines of code.

Asana

Asana

Project Management

A versatile cloud project management platform

Asana is a powerful work management platform that simplifies team collaboration and project management. With Asana, you can track and prioritize tasks, monitor progress in real-time, and connect all your work in one place. From small tasks to big initiatives, Asana helps teams achieve great results, anywhere, anytime.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.