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.
Categories
HelloSign and Asana can also be integrated using automation tools other than zapier:
When this trigger fires 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
Adds a new task.
Adds a new task.
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
First, we need to connect HelloSign and Asana to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HelloSign to Zapier.
Give Zapier access to your HelloSign account, using HelloSign credentials.
Connect Asana to Zapier.
Give Zapier access to your Asana account, using Asana credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
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
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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HelloSign and Asana.
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!
Triggered when you add a new task to a project.
Triggered when you add a new project.
Triggered when you add a tag to a task.
Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.
Triggers when a new task is added to project
Triggered when you add a new team.
Sends a HelloSign template out for signature request.
Creates and sends a new signature request
Cancels an incomplete signature request. This action is not reversible.
Creates a new template using the overlay of an existing template.
Deletes the specified template.
Deletes your team.
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 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 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.