Connect ERP Docs and Asana
Integrate ERP Docs with Asana to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Templates from ERP Docs when When a new task is created in the selected project in Asana
Create Document from Template in ERP Docs when When a new task is created in the selected project in Asana
Get Bulk Send Batch from ERP Docs when When a new task is created in the selected project in Asana
Get Bulk Send Rows from ERP Docs when When a new task is created in the selected project in Asana
Get Documents from ERP Docs when When a new task is created in the selected project in Asana
Popular ERP Docs + Asana flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
Choose an action
Asana
Automatically do this!
Create Project
Delete Project
Create Task or Subtask
Update Task
Create Section
Update Project
Assign Task
Create Project From Template
Attach External File to Task
Create Task Comment
Create Task From Template
Duplicate Task
Find Project
Get Task Details
Find Task Comments
Add Tags to Task
Create Goal
Get Templates from ERP Docs when When a new task is created in the selected project in Asana
Use this flowCreate Document from Template in ERP Docs when When a new task is created in the selected project in Asana
Use this flowGet Bulk Send Batch from ERP Docs when When a new task is created in the selected project in Asana
Use this flowGet Bulk Send Rows from ERP Docs when When a new task is created in the selected project in Asana
Use this flowGet Documents from ERP Docs when When a new task is created in the selected project in Asana
Use this flowDownload Signed Document from ERP Docs when When a new task is created in the selected project in Asana
Use this flowSend Document Reminder via ERP Docs when When a new task is created in the selected project in Asana
Use this flowGet Workspaces from ERP Docs when When a new task is created in the selected project in Asana
Use this flowDelete Brand Profile in ERP Docs when When a new task is created in the selected project in Asana
Use this flowGet Brand Profiles from ERP Docs when When a new task is created in the selected project in Asana
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Asana.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created in the selected project
Runs the workflow automatically whenever a new task is created in the selected project.
When a new story is added to a task or goal
Runs the workflow automatically whenever a new story is added to a task or goal.
When a task is completed
Runs the workflow automatically whenever any task is completed.
When a new tag is created
Runs the workflow automatically when a new tag is created in the selected workspace.
When a new comment is added to a task
Runs the workflow automatically whenever a new comment is added to a task, either on a specific task or on tasks within a selected project.
When a new project is created
Runs the workflow automatically whenever a new project is created.
Do thisActions
Action is the task that follows automatically within your ERP Docs integrations.
Get Templates
Get all templates or a specific template by selecting mode and optional template ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
Get Bulk Send Batch
Get processing status and counts for a bulk send batch by batch ID.
Get Bulk Send Rows
Retrieve rows for a bulk send batch by batch_id, filter by status, and paginate with limit and offset.
Get Documents
Retrieve a document by ID or a paginated list (newest first); optionally filter by status, limit, and offset.
Download Signed Document
Retrieve a time-limited download URL and SHA-256 integrity metadata for a completed signed PDF by signpack ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
About 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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ERP Docs and Asana accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ERP Docs and Asana as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Asana. No coding required.
Yes. You can set up a workflow where ERP Docs triggers actions in Asana, and a separate workflow where Asana triggers actions in ERP Docs. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ERP Docs and Asana. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs and Asana integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
