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Integrate Wealthbox CRM with Asana
Send information between Wealthbox CRM and Asana automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create a new task in Asana each time a new task is created in Wealthbox CRM
Wealthbox CRM + Asana
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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.
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Start a new project in Asana whenever a new project is launched in Wealthbox CRM
Wealthbox CRM + Asana
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Build your own integrations between Wealthbox CRM and Asana
Connect Wealthbox CRM and Asana with over 850+ 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
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New opportunity
Triggers when a new opportunity is created
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New task
Triggers when a new task is created
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New comment
Triggers when a new comment is created
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New note
Triggers when a new note is created
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New workflow
Triggers when a new workflow is created
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New event
Triggers when a new event is created
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New project
Triggers when a new project is created
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Completed task
Triggers when a task is completed
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New contact
Triggers when a new contact is created
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Task created
Triggers when a new task is created
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Task tagged
Triggers when a task is tagged in the selected project
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Tag added
Triggers when a new tag is added in the selected workspace
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Team created
Triggers when a team is created in the selected organization
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Task section changed
Triggers when a change is made to a task section
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Subtask created
Triggers when a new subtask is created
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Task or subtask updated
Triggers when the details of an existing task or subtask are updated
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Task or subtask created
Triggers when a new task or subtask is created
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Task completed
Triggers when an existing task is completed
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Workspace or organization created
Triggers when a new workspace or organization is created
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Project created
Triggers when a new project is created
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User added
Triggers when a new user is added in the selected workspace
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Project updated
Triggers when the details of an existing project are updated
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create event
Creates a new event
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Create note
Creates a new note
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Create task
Creates a new task
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Fetch contact
Fetches a contact by email
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Create project in workspace
Creates a new project in the selected workspace
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Create task
Creates a new task in the selected project
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Add task to section
Adds a new task to the specified section
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Create task in project
Creates a new task with custom fields in the selected project
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Create subtask
Creates a new subtask under the specified task
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Create project in team
Creates a new project in the selected team
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Create story
Creates a new story for the specified task
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Duplicate project
Creates a duplicate copy of an existing project with a different name
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Create project from template
Creates a new project from the selected template
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Update task
Updates the details of an existing task
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Update task in project
Updates the details (include custom fields) of an existing task
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Update project
Updates the details of an existing project
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Fetch task
Fetches a task by its GID
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Fetch task in project
Fetches the details (including custom fields) of an existing task in a project by its GID
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Fetch user
Fetches the details of an existing user by email
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.
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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.
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