Connect Docugami and Asana to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Create Task or Subtask
Assign Task to User
Create Duplicate Task
Find Project
Get Task Details
Add Tag to Task
Ready to use Docugami and Asana automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
New Task Created
Runs when a new task is created in your project.
New Story Added
Runs when a new story is added to a task.
Task Completed
Runs when a task in a project is marked as completed, excluding subtasks.
New Tag Created
Runs when a new tag is created in your workspace
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Create Task or Subtask
Create a task or subtask
Assign Task to User
Assigns a task to a specific user.
Create Duplicate Task
Creates a copy of an existing Asana task, optionally including assignee, attachments, dates, subtasks, tags, and other selected fields.
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Frequently Asked Questions
To start, connect both your Docugami and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Asana (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Asana. This includes choosing which data fields go into which fields of Asana, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Asana typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Asana. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
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