How to automatically send envelopes from a template using DocuSign every time a project is added in Asana

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Asana trigger to initiate your playbook's actions whenever new projects are added. Click "Add trigger" in your playbook and choose "New project added" from the dropdown menu under Asana.

If you still need to connect your Asana account to Relay.app yet, a prompt will guide you through the process.

Integrate the DocuSign automation into your playbook to ensure the prompt sending of envelopes from a DocuSign template every time a project is added in Asana.

Click the "Add step" button, then locate the "Send envelope from template” automation for DocuSign and input the mandatory and relevant details.

If your DocuSign account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your DocuSign account.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send envelopes from a template using DocuSign every time a project is added in Asana without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.