Asana to DocuSign Integration | MESA

Connect Asana to DocuSign and automate your tasks

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MESA's Asana to DocuSign integration is the fastest way to sync data between the two — without touching a line of code. Choose which fields to send, how they're formatted, and when the sync happens. Start with a pre-built template, customize it with AI, or build something completely unique in under 10 minutes.

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Why integrate Asana with DocuSign

The Asana to DocuSign integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Order automation →

Turn Shopify orders into Asana tasks without manual handoff

When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates an Asana task with the relevant details already filled in. Your team picks up the work without anyone transcribing order data by hand.

Data integration →

Keep Asana project status in sync with Shopify events

When a product goes live, a fulfillment is completed, or an order is cancelled in Shopify, MESA updates the corresponding Asana task or project status. Your team's view of work reflects what's actually happening in your store without manual updates.

Enterprise automation →

Trigger Shopify actions when Asana work is marked done

When a task is completed in Asana — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal project milestones connect directly to your storefront operations.

Order automation →

Trigger Shopify workflows when a contract is signed in DocuSign

When a DocuSign envelope is completed — a wholesale agreement, a B2B contract, a vendor terms acceptance — MESA kicks off the corresponding action in Shopify. Your store operations start the moment a signature is in place without anyone manually bridging the two systems.

Enterprise automation →

Create and send DocuSign envelopes from Shopify order events

When a qualifying order comes in — a wholesale account, a high-value B2B purchase, a custom agreement — MESA generates the right DocuSign envelope and routes it to the customer or vendor for signature. Your contract process starts automatically from the moment an order is placed.

Data integration →

Keep Shopify customer records current when DocuSign status changes

When a DocuSign envelope is sent, viewed, signed, or declined, MESA updates the corresponding Shopify customer record with the current status. Your team always knows where each agreement stands without checking DocuSign separately.

Build any Asana and DocuSign automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Click Agreed

Starts when a recipient accepts an Elastic template.

Click Declined

Starts when a recipient declines an Elastic template.

Envelope Completed

Starts when an envelope has been completed by all recipients.

Envelope Corrected

Starts when an envelope is corrected.

Envelope Created

Starts when a new envelope is created.

Envelope Declined

Starts when an envelope has been declined by one of the recipients.

Envelope Deleted

Starts when an already-sent envelope is deleted.

Envelope Delivered

Starts when all recipients have opened the envelope through the DocuSign signing website.

Envelope Discarded

Starts when an envelope in a created or draft state is deleted.

Envelope Purged

Starts when an envelope is queued to be purged.

Envelope Resent

Starts when an envelope is resent.

Envelope Sent

Starts when an email notification, with a link to the envelope, is sent to at least one recipient or when it is a recipient's turn to sign during embedded signing.

Envelope Voided

Starts when an envelope has been voided by the sender or has expired.

Recipient Authentication Failed

Starts when a recipient fails an authentication check. In cases where a recipient has multiple attempts to pass a check, it means that the recipient failed all the attempts.

Recipient Auto Responded

Starts when DocuSign gets notification that an email delivery has failed. The delivery failure could be for a number of reasons, such as a bad email address or that the recipient’s email system auto-responds to the email from DocuSign.

Recipient Completed

Starts when the recipient has completed their actions for the envelope, typically (but not always) by signing.

Recipient Declined

Starts when a recipient declines to sign the document(s) in the envelope.

Recipient Delegate

Starts when a delegated signer is sent an envelope and after a Delegation rule is in place.

Recipient Delivered

Starts when a recipient has viewed the document(s) in an envelope through the DocuSign signing web site. This does not signify an email delivery of an envelope

Recipient Finish Later

Starts when a recipient selects finish on an envelope.

Recipient Reassigned

Starts when an envelope is reassigned by a recipient.

Recipient Resent

Starts when a recipient selects finish within the web application on an envelope.

Recipient Sent

Starts when an email notification is sent to the recipient signifying that it is their turn to sign an envelope.

Template Created

Starts when a template is created.

Template Deleted

Starts when a template is deleted.

Template Modified

Starts when a template is modified.

Project Added

Starts when a project is added.

Project Changed

Starts when a project is changed.

Project Deleted

Starts when a project is deleted.

Task Added

Starts when a task is added.

Task Changed

Starts when a task is changed.

Task Deleted

Starts when a task is deleted.

Task Moved to Section

Starts when a task is moved to a section.

Workplace Added

Starts when a workplace is added.

Workplace Changed

Starts when a workplace is changed.

Workplace Deleted

Starts when a workplace is deleted.

Add Email Setting Overrides To Envelope

Add email settings to change who an email is sent to, and use BCC for email archiving.

Add New Step To Envelope's Workflow

Add a new step to a workflow for an envelope.

Add Or Replace Document in Envelope

Appends or replaces a document in an envelope that's being processed or drafted.

Add Templates To Document in Envelope

Append templates to an envelope's document.

Add Templates To Envelope

Append templates to an envelope.

Adds Attachment To Draft or In-Process Envelope

Appends an attachment to draft or in-process envelope.

Adds Multiple Attachments To Draft or In-Process Envelope

Appends multiple attachments to a draft or in-process envelope.

Change Status of Envelope Transfer Rule

Change the status of an envelope transfer rule between enabled and disabled.

Change Status of Multiple Envelope Transfer Rules

Change the status of one or more envelope transfer rules to enable/disable them.

Create Custom Document Fields in Envelope Document

Create custom document fields for envelope document.

Create Envelope Custom Fields for Envelope

Create an envelope custom field for draft or in-process envelopes.

Create Envelope Recipient Preview

Generate a preview URL for a draft envelope or template to enable the sender to see what the recipients will experience.

Create Envelope Transfer Rule

Create an envelope transfer rule.

Create Link to Page for Manually Reviewing Ids

Create an URL for a manual recipient ID review page.

Create Preview of Responsive Version of Document

Generate a preview of a document's responsive HTML version.

Create Preview of Responsive Versions of all Documents in Envelope

Generate a preview of responsive HTML versions of all documents in an envelope before sending.

Create Resource Token for Sender To Request ID Evidence Data

Create a token for a sender to provide identification data for a recipient.

Creates an envelope

Creates and sends an envelope or creates a draft envelope.

Delete Custom Document Fields from Envelope Document

Remove custom fields from an envelope document.

Delete Delayed Routing Rules for Envelope Workflow Step

Remove a delayed routing rule for an envelope's workflow step, but first make sure the delay is not in progress.

Delete Email Setting Overrides for Envelope

Remove all email override settings for an envelope.

Delete Envelope Custom Fields for Draft or In-Process Envelope

Remove custom fields from drafts or in-process envelopes.

Delete Envelope Lock

Remove the lock from an envelope while optionally saving or discarding changes made while the lock was active.

Delete Envelope Transfer Rule

Remove an envelope transfer rule if you're an Administrator with the enabled Transfer Custody feature.

Delete Page from Document in Envelope

Remove a page from a document in an envelope according to its page number.

Delete Recipient from Envelope

Remove recipient from a draft or sent envelope.

Delete Scheduled Sending Rules for Envelope's Workflow

Remove scheduled sending rules for an envelope's workflow before the countdown begins.

Delete Template from Document in Envelope

Remove a template from an envelope's document.

Delete Workflow Definition for Envelope

Remove workflow definition of a specified envelope and cancel scheduled email if any.

Delete Workflow Step from Envelope's Workflow Definition

Remove a workflow step from an envelope.

Deletes Attachment from Draft Envelope

Remove attachment from a draft envelope.

Get List of Document Page Images Based on Input

Obtain a list of document pages' images based on input.

Get List of Email Setting Overrides for Envelope

Obtain a list of email override settings for an envelope.

Get List of Envelope Tab Data for Envelope

Download envelope and tab data from sent or shared envelopes.

Get List of Envelope Transfer Rules

Obtain a list of envelope transfer rules for the associated account (restricted to Administrators and with Transfer Custody feature enabled).

Get List of Envelope's Attachments

Obtain a list of attachments for an envelope.

Get List of HTML Definitions Used to Generate Dynamically Sized Responsive Documents

Obtain a list of definitions used to generate a responsive document, which may be empty if the document ID is invalid.

Get List of Original HTML Definitions used to generate Responsive HTML for Envelope

Obtain a list of original HTML definitions used to generate responsive HTML for an envelope.

Get List of Scheduled Sending Rules for Envelope's Workflow Definition

Obtain a list of scheduled sending rules based on template and workflow step.

Get List of Sender Fields found in the Envelope’s Documents

Obtain a list of sender fields found in the envelope’s documents.

Get List of Templates Associated With Document in Envelope

Obtain a list of associated templates of specified envelope's document.

Get List of Templates Used in Envelope

Obtain a list of names and IDs of server-side templates used in an envelope.

Get List of Workflow Definitions for Envelope

Obtain a list of workflow definitions for a specified envelope.

Gets List of Documents in Envelope

Obtain a list of envelope documents.

Gets List of Envelope Audit Events for Envelope

Obtain a list of envelope audit events for a specific envelope.

Lock Envelope

Lock an envelope to prevent changes.

Retrieve Custom Document Fields from Envelope Document

Grab all details about document field information for an envelope document.

Retrieve Custom Field Information for the Specified Envelope

Grab all details about a custom field information for an envelope.

Retrieve Default Electronic Record & Signature Disclosure for Envelope

Grab all details about the default electronic record and signature disclosure for a specified envelope.

Retrieve Delayed Routing Rules for Envelope's Workflow Step Definition

Grab all details about the delayed routing rules for a workflow step.

Retrieve Document from Envelope

Grab all details about a single document from an envelope.

Retrieve Document Visibility for Recipient

Grab all details about a recipient's document visibility information.

Retrieve Electronic Record & Signature Disclosure for Envelope Recipient

Grab all details about the recipient-specific electronic record and signature disclosure (ERSD) in HTML format, with the option to specify language.

Retrieve Envelope Lock Information

Grab all details about a locked envelope if the requesting user is the one who locked it.

Retrieve Envelope Notification Information

Grab all details about an existing envelope's notification, reminders, and expirations.

Retrieve Envelope Status

Grab all details about the overall status for a specific envelope.

Retrieve Envelope Statuses for Envelopes

Grab all envelope statuses for a set of envelopes.

Retrieve Initials Image for User

Grab the image of the user's initials.

Retrieve Page Image from Envelope for Display

Grab all details about an image of document page for display.

Retrieve PDF Transcript of All Comments in Envelope

Grab a PDF file of all comments added to an envelope's documents.

Retrieve Signature Image Information for Signer/Sign-in-Person Recipient

Grab user signature image in the same format as uploaded.

Retrieve Signature Information for Signer or Sign-in-Person Recipient

Grab signer's or sign-in person recipient's signature information.

Retrieve Specified Workflow Step for Template

Grab all details of a specific workflow step for a specified envelope.

Retrieve Status of Recipients for Envelope

Grab all details about the status and tab values of all recipients in an envelope, and identify the current recipient in the routing list.

Retrieve URL to Envelope Correction UI

Grab the URL for embedding the envelope correction view of DocuSign's UI.

Retrieves a PDF document from the envelope with no CoC.

DARRYL

Retrieves Attachment from Envelope

Grab all details about an attachment from an envelope.

Revoke Correction View URL To Envelope UI

Revoke the envelope UI correction view URL.

Rotate Page Image from Envelope for Display

Rotate a page image to display left or right.

Search for Specific Sets of Envelopes in Account

Search for envelopes in your accounts.

Send, Modify a Draft Envelope, Void In-Process Envelope, or Purge Documents/Envelope Metadata

Modify an envelope.

Set Envelope Notifications for Envelope

Set notifications for an existing envelope with reminders and expirations either using request or account default settings.

Set Initials Image for Accountless Signer

Update initials image for accountless signer by uploading a gif, png, jpeg or bmp file under 200K in size. The credentials must match the sender and the signer's account must have certain properties set to true.

Set Signature Image for Accountless Signer

Modify signature image for accountless signer with supported image format and size, requires sender credentials and account settings.

Update an Envelope’s Documents by populating its Sender Fields

Modify an envelope's documents by populating its sender fields.

Update Custom Document Fields in Envelope Document

Modify custom document fields in an envelope document.

Update Delayed Routing Rules for Envelope's Workflow Step Definition

Modify a workflow step definition's delayed routing rules for an envelope.

Update Document Visibility for Recipient

Modify a document's visibility for a recipient.

Update Document Visibility for Recipients

Modify document visibility for recipients.

Update Email Setting Overrides for Envelope

Modify the email override settings for a specific envelope.

Update Envelope Custom Fields in Envelope

Modify envelope custom fields names for draft and in-process envelopes.

Update Envelope Lock

Modify lock information for a locked envelope.

Update Scheduled Sending Rules for Envelope's Workflow

Modify scheduled sending rules for an envelope's workflow.

Update Workflow Definition for Envelope

Modify the workflow for a specific envelope, including scheduled sending and delayed routing.

Update Workflow Step for Envelope

Modify a specific workflow step for an envelope.

Updates the Recipients for an Envelope

Modify the recipients for an envelope.

Add a Custom Field to a Portfolio

Create a custom field setting for a portfolio.

Add a Portfolio Item

Add an item to a portfolio.

Add a Project/Portfolio as Supporting Work for a Goal

Adds a project or portfolio as supporting work for a goal. A goal can have at most 10 supporting projects/portfolios, and a project/portfolio can support at most 10 goals.

Add Collaborator to a Goal

Add a follower to a goal.

Add Custom Field to Project

Create custom field setting for a project.

Add Followers to Project

Include users as followers to a project.

Add Followers to Task

Add followers to a task.

Add Project to Task

Add a task to a project.

Add Sub-Goal to a Parent Goal

Add a subgoal to a parent goal. A goal can have at most 100 sub-goals, and a sub-goal can have at most 4 parent goals.

Add Tag to Task

Appends a tag to a task.

Add Task to Section

Create a task in a section. This will remove the task from other sections of the project.

Add User to a Workspace or Organization

Add a user to a workspace or organization.

Add User to Team

Add a user to a team. You must be a member of the team in order to add others. The user being added must exist in the same organization as the team.

Add Users to a Portfolio

Add the specified users as members of the portfolio.

Add Users to Project

Include users as members of a project.

Create a Custom Field

Creates a new custom field in a workspace.

Create an Enum Option

Create an enum option and add it to a custom field’s list of enum options. A custom field can have at most 100 enum options (including disabled options). By default, new enum options are inserted at the end of a custom field’s list. Locked custom fields can only have enum options added by the user who locked the field.

Create an Organization Export

Create a request to export an Organization. Please note that it will take some time before Asana completes the export.

Create Goal

Create a goal in a workspace or team.

Create Goal Metric

Create and add a goal metric to a specified goal. It will replace an existing goal metric if one already exists.

Create Portfolio

Create a portfolio in the given workspace. The portfolio will not be created with some state, like the "Priority" custom field.

Create Project

Create a new project in a workspace or team.

Create Project Brief

Create a project brief.

Create Project in a Team

Create a project shared with the given team.

Create Project in a Workplace

Create a project in a workplace.

Create Project Template from Project

Create a project template from a project.

Create Section in a Project

Creates a section in a project.

Create Status Update

Creates a status update on an object.

Create Story on Task

Add a story to a task.

Create Subtask

Create a subtask and add it to the parent task.

Create Tag

Create a tag in a workspace or organization.

Create Tag in a Workspace

Create a tag in a workspace or organization.

Create Task

Create a task.

Create Team

Create a team within the current workspace.

Delete a Custom Field

Remove an existing custom field. Locked custom fields can only be deleted by the user who locked the field.

Delete a Custom Field from a Portfolio

Remove a custom field setting from a portfolio.

Delete a Goal

Remove a goal.

Delete a Portfolio Item

Remove an item from a portfolio.

Delete a Project/Portfolio as Supporting Work for a Goal

Removes a project or portfolio as supporting work for a goal.

Delete an Attachment

Remove an existing attachment.

Delete Collaborator from a Goal

Removes a follower from a goal.

Delete Custom Field from Project

Remove a custom field from a project.

Delete Followers from Project

Remove users from following a project.

Delete Portfolio

Remove an existing portfolio.

Delete Project

Remove an existing project.

Delete Project Brief

Remove an existing project brief.

Delete Section

Remove a section.

Delete Status Update

Remove a status update.

Delete Story

Remove a story. A user can only delete stories that they have created.

Delete Sub-Goal from Goal

Removes a sub-goal from a parent goal.

Delete Tag

Remove a tag.

Delete Tag from Task

Remove a tag from a task.

Delete Task

Remove a task.

Delete Users from Project

Remove users from members of a project.

Duplicate a Task

Create a duplicated task.

Duplicate Project

Create a duplicated project.

Get a Status Update

Grab all details about the status update.

Get Events on a Resource

Obtain a list of all events that have occurred since the sync token was created.

Get List of a Task's Tags

Obtain a list of all tags on a task.

Get List of Attachments for a Task

Obtain a list of all attachments on the task.

Get List of Audit Log Events

Obtain a list of audit log events that have been captured in your domain.

Get List of Dependencies from a Task

Obtain a list of dependencies from a task.

Get List of Dependents from Task

Obtain a list of dependents from a task.

Get List of Goals

Obtain a list of goals.

Get List of Memberships from a Portfolio

Obtain a list of portfolio membership records for a portfolio.

Get List of Memberships from a Project

Obtain a list of project membership records for a project.

Get List of Memberships from Team

Obtain a list of memberships from a team.

Get List of Memberships from User

Obtain a list of memberships from a user.

Get List of Portfolio Items

Obtain a list of items in a portfolio.

Get List of Portfolio Memberships

Obtain a list of portfolio memberships.

Get List of Portfolio's Custom Fields Settings

Obtain a list of all of the custom fields settings on a portfolio.

Get List of Portfolios

Obtain a list of portfolios that are owned by current user.

Get List of Project Templates

Obtain a list of all project templates in the given team or workspace.

Get List of Project's Custom Fields Settings

Obtain a list of all of the custom fields settings on a project.

Get List of Projects

Obtain a list of projects.

Get List of Projects a Task is in

Obtain a list of the projects the task is in.

Get List of Projects in a Workspace

Obtain a list of projects in a workplace.

Get List of Sections in a Project

Obtain a list of sections in a project.

Get List of Stories from Task

Obtain a list of stories on a task.

Get List of Sub-Goals from a Goal

Obtain a list of all subgoals of a goal.

Get List of Subtasks from Task

Obtain a list of subtasks from a task.

Get List of Supporting Work from a Goal

Obtain a list of all portfolios or projects associated with specified goal.

Get List of Tags

Obtain a list of tags.

Get List of Task Count for a Project

Obtain a list of task counts for a project.

Get List of Tasks

Obtain a list of tasks.

Get List of Tasks from a User's Task List

Obtain a list of a user's task list. Both complete and incomplete tasks are returned by default unless they are filtered out.

Get List of Tasks on Project

Obtain a list of tasks on a project.

Get List of Team Memberships

Obtain a list of team membership records.

Get List of Team's Project Templates

Obtain a list of project templates in a team.

Get List of Team's Projects

Obtain a list of records for all projects in the team.

Get List of Teams for User

Obtain a list of all teams to which a given user is assigned to.

Get List of Teams in Workspace

Obtain a list of all teams in a workspace visible to a user.

Get List of Time Periods

Obtain a list of time periods.

Get List of User's Favorites

Obtain a list of a user's favorites in a workspace.

Get List of User's Task List

Obtain a list of a user's task list.

Get List of users

Obtain a list of users in all workspaces and organizations accessible to a user.

Get List of Users in a Workspace or Organization

Obtain a list of users in a workplace or organization.

Get List of Users in Team

Obtain a list of users in a team.

Get List of Workspace Memberships for a User

Obtain a list of workplace memberships for a user.

Get List of Workspace Memberships for a Workspace

Obtain a list of workplace membership records for a workspace.

Get List of Workspace's Custom Fields

Obtain a list of the custom fields in a workspace.

Get List of Workspaces

Obtain a list of all workspaces visible to a user.

Get Parent Goals from a Goal

Obtain a list of parent goals associated to a goal.

Get Status Updates from an Object

Obtain a list of status updates for a specific object.

Get Tags in a Workspace

Obtain a list of tags in a workplace.

Get Tasks from a Section

Obtain a list of tasks on a section.

Get Tasks from a Tag

Obtain a list of tasks from a tag.

Instantiate a Project from a Project Template

Create a project instantiation.

Move or Insert Sections

Transfer sections relative to each other.

Remove Followers from Task

Remove followers from a task.

Remove Project from Task

Remove a task from a project.

Remove User from a Workspace or Organization

Remove a user from a workspace or organization. You must be an admin in the workspace.

Remove User from Team

Remove an user from a team. You must be a member of the team in order to remove themselves or others.

Remove Users from a Portfolio

Remove the specified users from members of the portfolio.

Reorder a Custom Field's Enum

Moves a particular enum option to be either before or after another specified enum option in the custom field. Locked custom fields can only be reordered by the user who locked the field.

Retrieve a Custom Field

Grab all details about custom field’s metadata.

Retrieve Attachment

Grab all details about the attachment.

Retrieve Goal

Grab all details about a goal.

Retrieve Job

Grab all details about a job.

Retrieve Organization Export Request

Grab all details about a previously-requested organization export.

Retrieve Portfolio

Grab all details about a portfolio.

Retrieve Portfolio Membership

Grab all details about a portfolio membership.

Retrieve Project

Grab all details about a project.

Retrieve Project Brief

Grab all details about a project brief.

Retrieve Project Membership

Grab all details about a project membership.

Retrieve Project Template

Grab all details about a project template.

Retrieve Section

Grab all details about a section.

Retrieve Story

Grab all details about a story.

Retrieve Tag

Grab all details about a tag.

Retrieve Task

Grab all details about a task.

Retrieve Team

Grab all details about a team.

Retrieve Team Membership

Grab all details about a team membership.

Retrieve Time Period

Grab all details about a time period.

Retrieve User

Grab all details about an user.

Retrieve User's Task List

Grab all details about a user's task list.

Retrieve Workplace

Grab all details about a workspace.

Retrieve Workspace Membership

Grab all details about a workspace membership.

Search Tasks in Workspace

Search tasks in a workspace.

Set Dependencies for Task

Establish a task as a dependency for a task. A task can have at most 15 dependencies.

Set Dependents for Task

Establish tasks as dependents of a task. A task can have at most 30 dependents.

Set Parent of a Task

Establish the parent of a task.

Unlink Dependencies from Task

Remove dependencies from a task.

Unlink Dependents from Task

Remove dependents from a task.

Update a Custom Field

Modify an existing custom field. A custom field’s type and an enum custom field’s options cannot be updated. Locked custom fields can only be updated by the user who locked the field.

Update a Goal

Modify an existing goal.

Update an Enum Option

Modify an existing enum option. Locked custom fields can only be updated by the user who locked the field.

Update Goal Metric

Modify a goal's existing metric number value.

Update Portfolio

Modify an existing portfolio.

Update Project

Modify an existing project.

Update Project Brief

Modify an existing project brief.

Update Section

Modify an existing section.

Update Story

Modify a story.

Update Tag

Modify a tag.

Update Task

Modify a task.

Update Workplace

Modify an existing workspace.

View all

Not just software—partnership

Expert support included

MESA includes hands-on support from automation experts who know how to get things done.

Free workflow setup

We'll build your first workflow with you live. Most merchants walk away with automation saving 5+ hours/week.

Fast response times

Average first response: Same day. Critical issues: Immediate escalation. Complex builds: 24-48 hours.

Managed services available

Personalized workflow reviews, and quarterly check-ins to identify new opportunities as your business grows.

Real humans, always

Chat with real automation experts (not bots). Email support 9am-5pm PST. Google Meet sessions for complex workflows.

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