Integrate Wealthbox CRM with Asana
Send information between Wealthbox CRM and Asana automatically, without writing any code, using Zoho Flow.
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Create a new task in Asana each time a new task is created in Wealthbox CRM
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Asana whenever a new task is initiated in Wealthbox CRM.
How it works
- The flow triggers when a new task is created in Wealthbox CRM.
- Zoho Flow adds a new task to the specified section in Asana.
Create a new task in Asana each time a new task is created in Wealthbox CRM
Wealthbox CRM + Asana
Start a new project in Asana whenever a new project is launched in Wealthbox CRM
Enable seamless tracking and reporting by auto-creating projects in your project management software from financial advisor CRM. This flow will generate a new project in Asana whenever a new project is created in Wealthbox CRM.
How it works
- The flow triggers when a new project is created in Wealthbox CRM.
- Zoho Flow creates a new project in the selected team in Asana.
Start a new project in Asana whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Asana
Build your own integrations between Wealthbox CRM and Asana
Connect Wealthbox CRM and Asana with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Wealthbox CRM and Asana using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
Workspace or organization created
Triggers when a new workspace or organization is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task tagged
Triggers when a task is tagged in the selected project
Task or subtask updated
Triggers when the details of an existing task or subtask are updated
Task completed
Triggers when an existing task is completed
Task or subtask created
Triggers when a new task or subtask is created
User added
Triggers when a new user is added in the selected workspace
Project updated
Triggers when the details of an existing project are updated
Tag added
Triggers when a new tag is added in the selected workspace
Team created
Triggers when a team is created in the selected organization
Task section changed
Triggers when a change is made to a task section
Subtask created
Triggers when a new subtask is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Duplicate project
Creates a duplicate copy of an existing project with a different name
Create task
Creates a new task in the selected project
Add task to section
Adds a new task to the specified section
Create project from template
Creates a new project from the selected template
Create story
Creates a new story for the specified task
Create project in workspace
Creates a new project in the selected workspace
Create subtask
Creates a new subtask under the specified task
Create project in team
Creates a new project in the selected team
Create task in project
Creates a new task with custom fields in the selected project
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update task in project
Updates the details (include custom fields) of an existing task
Fetch task in project
Fetches the details (including custom fields) of an existing task in a project by its GID
Fetch user
Fetches the details of an existing user by email
Fetch task
Fetches a task by its GID
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
What is Asana?
Asana is a team collaboration platform that let teams track their work with projects, tasks, and subtasks. It also lets you add custom fields, create team pages, set due dates, and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
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Technical Engineer, Master Liveaboards
