Connect Xodo Sign and Asana to Build Intelligent Automations

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Xodo Sign

When this happens...

Choose an Action

Asana

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Ready to use Xodo Sign and Asana automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document Is Sent

Document Is Sent

Runs when document is sent

Document Completed

Document Completed

Runs when a document is completed in Xodo Sign.

New Task Created

New Task Created

Runs when a new task is created in your project.

New Story Added

New Story Added

Runs when a new story is added to a task.

Task Completed

Task Completed

Runs when a task in a project is marked as completed, excluding subtasks.

New Tag Created

New Tag Created

Runs when a new tag is created in your workspace

Do thisActions

Action is the task that follows automatically within your Xodo Sign integrations.

Create Contact

Create Contact

Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.

Get Final Signed Document

Get Final Signed Document

Gets the final signed document and provides a download link.

Send Reminder

Send Reminder

Sends a reminder to a signer to prompt them to sign a document.

Find and Download Document

Find and Download Document

Finds and downloads a document, a specific file inside it, or its audit trail from Xodo Sign.

Create Task or Subtask

Create Task or Subtask

Creates a new task or subtask.

Assign Task to User

Assign Task to User

Assigns a task to a specific user.

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Frequently Asked Questions

How do I start an integration between Xodo Sign and Asana?

To start, connect both your Xodo Sign and Asana accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in Asana (or vice versa).

Can we customize how data from Xodo Sign is recorded in Asana?

Absolutely. You can customize how Xodo Sign 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.

How often does the data sync between Xodo Sign and Asana?

The data sync between Xodo Sign and Asana typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Xodo Sign to Asana?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Xodo Sign and Asana?

Yes, you can set conditional logic to control the flow of data between Xodo Sign 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.

Xodo Sign

About Xodo Sign

Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.

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Asana

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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