Step by step guide:

1. In this tutorial we will show you how to use the PDF Filler Fillable Fields to fill an existing fillable PDF Form template with text data from Asana using and Zapier.

You can fill and sign the form using the Text Object and Image Object, however, it is not covered in this tutorial. To simply add text, images and links to existing PDF by coordinates, please check this and this tutorials.

If you still need to fill in text into Fillable Fields in PDF Forms, please continue below.

We created a New Task called Create and Asana Integration Tutorial in our Asana project. We will use this New Task name to fill the fillable PDF Form using the PDF Filler in

For this demonstration, we will use the New Task in Project as the Trigger. This means that the Zap will run every time it finds a New Task in the Project.

There are other Triggers available for Asana. You can check them out here.

Asana Task To Fill Out to Fillable Form Using
Screenshot of New Tasks in Asana

PDF Fillable Form To Fill Out With Asana Data Using
Screenshot of Fillable PDF Form

2. To begin, let’s choose Asana as the App and New Task in Project as the Trigger Event.

New Task In Project Trigger Event

3. Next, let’s set up the Trigger with the Workspace name and the Project name.

Configure Asana With Trigger Data

4. Then, let’s send the Trigger to Asana to make sure that it is set up correctly.

Send Trigger Configuration To Asana To Test

5. Great! Our test was successful and it returned the New Task information.

Asana Returned Project And New Task Data

6. Now it’s time to set up the Let’s choose as the App and PDF Filler as the Action Event.

Set PDF Filler As The Action Event

7. Next, let’s configure the PDF Filler.

Configure PDF Filler With Fillable Form And Asana Data

8. We are now ready to send the PDF Filler data to to Test & Review.

Send PDF Filler Configuration To To Test

9. Great! returned a temporary URL to access the filled form. Kindly copy and paste the URL in your browser to see the result. Returned URL To Access Filled Out Form

10. Terrific! We have successfully filled the fillable PDF Form template with data from Asana.

PDF Form Filled Out With Asana New Task Name
Screenshot of PDF Form Filled with Asana Data

In this tutorial we learned how to set up a Trigger for Asana. We learned how to configure the PDF Filler to fill out a fillable PDF Form. We used the Asana data to fill the fillable PDF Form. On top of that, we familiarized ourselves with some of our built-in tools – the built-in File Storage to upload and share files and the built-in Get PDF Info tool to get PDF Form Field Names.

Related Samples: