--- title: "Connect PandaDoc and Asana - APIANT.ai" description: "When \"Document completed\" fires in PandaDoc, your agent runs \"Update task\" in Asana." canonical: "https://apiant.ai/connect/pandadoc-to-asana" --- # Connect PandaDoc and Asana When **Document completed** fires in [PandaDoc](https://apiant.ai/connections/pandadoc), your agent runs **Update task** in [Asana](https://apiant.ai/connections/asana), or **Completed task in project** in Asana to **Create contact** in PandaDoc. Describe the whole flow and it is built, tested on every scenario and kept running. PandaDoc **3** triggers PandaDoc **19** actions Asana **10** triggers Asana **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want PandaDoc and Asana to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Asana holds the work your team plans and tracks; PandaDoc holds the proposals and contracts that start or finish that work. Joining them means a signed document in PandaDoc can open the right task in an Asana project, and a completed task in Asana can push a document out for signature, with details like signer names and due dates carried across. Example flows ## What PandaDoc and Asana can do together ### From PandaDoc to Asana - When **Document completed** in PandaDoc then **Update task** in Asana - When **Document updated** in PandaDoc then **Add tag to task** in Asana ### From Asana to PandaDoc - When **Completed task in project** in Asana then **Create contact** in PandaDoc - When **New task assigned to you in workspace** in Asana then **Update contact** in PandaDoc Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with PandaDoc and Asana ## Triggers and actions 13 triggers · 43 actions - Trigger **Document completed** Polling trigger. Fires when a document reaches completed status. Dedup by document id. - Trigger **Document completed (instant)** Instant trigger: fires when a PandaDoc document reaches the completed state. Self-registering — APIANT creates the PandaDoc webhook when you turn the automation on and removes it when you turn it off, so there is nothing to paste. Only document_state_changed events with status document.completed are passed through; each fires once with the document id, name, status, created/modified/completed timestamps and the full document object. - Trigger **Document updated** Polling trigger. Fires when a document is created or changes status. Dedup by document id + date_modified. - Action **Change document status** Manually changes a document's status (e.g. to mark paid or voided). Only certain transitions are allowed. - Action **Create contact** Creates a new contact. - Action **Create document from template** Creates a new document from a template, with recipients, tokens, fields, and pricing tables. - Action **Create document link** Generates a shareable session link for a recipient to view/sign a document. - Action **Delete contact** Deletes a contact by ID. - Action **Delete document** Deletes a document by ID. - Action **Download document PDF** Returns the document as a PDF file. Use watermark options as needed. - Action **Find document by name** Finds a document by name and emits its ID. An error occurs if none or more than one is found. - Action **Get document details** Retrieves detailed data for a single document by ID, including recipients, tokens, fields, and metadata. - Action **Get document entered data** Emits arrays of field and token names and values for the specified document. - Action **Get document status** Returns the current status of a document by ID. - Action **Get template details** Retrieves details for a template by ID, including roles, fields, tokens, and pricing tables. - Action **List contacts** Lists contacts in the workspace. - Action **List documents** Lists documents, optionally filtered by status, template, folder, or search query. - Action **List folders** Lists document folders. - Action **List members** Lists workspace members (users). - Action **List templates** Lists available document templates. - Action **Send document** Moves a draft document to sent status, optionally emailing recipients with a subject and message. Set silent to suppress notifications. - Action **Update contact** Updates an existing contact by ID. - Trigger **Completed task in project** Triggered when any task is completed in the selected project. - Trigger **New comment on task** Triggered when any new comment is made to the selected task. - Trigger **New or updated task in project** Triggered when any task is added or updated in the specified project in the specified workspace. - Trigger **New project in workspace** Triggered when a new project is added to the selected workspace. - Trigger **New story on task** Triggered when any new story is made to the selected task. - Trigger **New tag in workspace** Triggered when a new tag is added to the selected workspace. - Trigger **New task assigned to you in workspace** Triggered when a task is assigned to you in the selected workspace. - Trigger **New team in workspace** Triggered when a new team is added to the selected workspace. - Trigger **New user** Triggered when a new user is created. - Trigger **New workspace** Triggered when a new workspace is created. - Action **Add attachment** Upload an attachment to a task. - Action **Add tag to task** Adds an existing tag to a task. - Action **Add task to section** Moves a task into a section of a project. - Action **Associate task to project** Associates a newly created task to a specified project in the specified workspace. - Action **Complete task** Marks a task as completed. - Action **Create new comment** Creates a new comment on the specified task. - Action **Create new project** Creates a new project in the specified workspace. - Action **Create new task** Creates a new task in a workspace or project. - Action **Create section in project** Creates a new section within a project. - Action **Create subtask** Creates a subtask under an existing parent task. - Action **Delete comment** Delete a comment (story) by gid. - Action **Delete project** Delete a project by gid. - Action **Delete task** Permanently deletes a task. - Action **Duplicate task** Creates a copy of an existing task. - Action **Find tasks in project** Returns the tasks belonging to a project. - Action **Get project** Fetch a single project by its gid. - Action **Get task by ID** Returns a single task's details by its ID. - Action **Get user** Fetch a single user by gid (or 'me'). - Action **List attachments** List attachments on a task. - Action **List projects** List projects in a workspace, optionally filtered by team. - Action **List users** List users in a workspace. - Action **Remove tag from task** Removes a tag from a task. - Action **Update project** Update a project's fields (name, notes, due date, etc). - Action **Update task** Updates an existing task's fields. ## Each app on its own - [ **PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connections/pandadoc) - [ **Asana** Asana is a collaborative information manager for workspace.](https://apiant.ai/connections/asana) Reviews ## What our customers say ## More from PandaDoc - [ **PandaDoc to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/pandadoc-to-salesforce) - [ **PandaDoc to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/pandadoc-to-stripe) - [ **PandaDoc to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/pandadoc-to-shopify) - [ **PandaDoc to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/pandadoc-to-quickbooks-online) - [ **PandaDoc to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pandadoc-to-pipedrive) - [ **PandaDoc to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/pandadoc-to-trello) ## More into Asana - [ **Gmail to Asana** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-asana) - [ **Mailchimp to Asana** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-asana) - [ **Notion to Asana** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-asana) - [ **Airtable to Asana** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-asana) - [ **Airbrake to Asana** Airbrake collects errors generated by other applications, and aggregates the results for review.](https://apiant.ai/connect/airbrake-to-asana) - [ **DonorPerfect to Asana** DonorPerfect Online (DPO) is fundraising and donor-management software for nonprofits.](https://apiant.ai/connect/donorperfect-to-asana) Questions ## PandaDoc and Asana, answered ### ### Can a signed PandaDoc document land in a specific Asana project and section? Yes. The document completed trigger in PandaDoc can create a new task in the Asana project you name, then add that task to a section such as Kickoff. You can also pull the document details first so the signer and deal name go into the task. ### ### What can Asana send back to PandaDoc? A completed task, a new task assigned to you, or an updated task in a project can create a document from a PandaDoc template, send a draft document, or create a contact. The agent tests every scenario before it runs on live work. ### ### What can start an automation from PandaDoc? Any of PandaDoc's 3 triggers in the catalog, including Document completed, Document completed (instant) and Document updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Asana when something happens in PandaDoc? Any of Asana's 24 actions, including Create new comment, Update task, Create new project and Create new task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Asana to PandaDoc? Yes. When something happens in Asana, your agent can act in PandaDoc too. This page covers both directions: Asana's triggers and PandaDoc's actions are listed here as well. ### ### Do I have to build a connector for PandaDoc or Asana? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use PandaDoc and Asana without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.