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
  1. The flow triggers when a new task is created in Wealthbox CRM.
  2. 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
  1. The flow triggers when a new project is created in Wealthbox CRM.
  2. 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

Build your own integrations between Wealthbox CRM and Asana

Connect Wealthbox CRM and Asana with over 800+ 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 opportunity

Triggers when a new opportunity 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 workflow

Triggers when a new workflow 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

New contact

Triggers when a new contact is created

Task created

Triggers when a new task is created

Task tagged

Triggers when a task is tagged in the selected project

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

Task or subtask updated

Triggers when the details of an existing task or subtask are updated

Task or subtask created

Triggers when a new task or subtask is created

Task completed

Triggers when an existing 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

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

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

Add task to section

Adds a new task to the specified section

Create task in project

Creates a new task with custom fields in the selected project

Create subtask

Creates a new subtask under the specified task

Create project in team

Creates a new project in the selected team

Create story

Creates a new story for the specified task

Duplicate project

Creates a duplicate copy of an existing project with a different name

Create project from template

Creates a new project from the selected template

Update task

Updates the details of an existing task

Update task in project

Updates the details (include custom fields) of an existing task

Update project

Updates the details of an existing project

Fetch task

Fetches a task by its GID

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

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.

CRM

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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