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
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 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
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New opportunity
Triggers when a new opportunity is created
New project
Triggers when a new project is created
New workflow
Triggers when a new workflow is created
Project updated
Triggers when the details of an existing project are updated
User added
Triggers when a new user is added in the selected workspace
Task completed
Triggers when an existing task is completed
Task or subtask created
Triggers when a new task or subtask is created
Team created
Triggers when a team is created in the selected organization
Tag added
Triggers when a new tag is added in the selected workspace
Subtask created
Triggers when a new subtask is created
Task section changed
Triggers when a change is made to a task section
Task or subtask updated
Triggers when the details of an existing task or subtask are updated
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Task tagged
Triggers when a task is tagged in the selected project
Workspace or organization created
Triggers when a new workspace or organization is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create task
Creates a new task
Create note
Creates a new note
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create story
Creates a new story for the specified task
Create project from template
Creates a new project from the selected template
Create task in project
Creates a new task with custom fields in the selected project
Create project in team
Creates a new project in the selected team
Create subtask
Creates a new subtask under the specified task
Create project in workspace
Creates a new project in the selected workspace
Add task to section
Adds a new task to the specified section
Create task
Creates a new task in the selected project
Duplicate project
Creates a duplicate copy of an existing project with a different name
Update task in project
Updates the details (include custom fields) of an existing task
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch task
Fetches a task by its GID
Fetch user
Fetches the details of an existing user by email
Fetch task in project
Fetches the details (including custom fields) of an existing task in a project 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.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 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.
Julien Granjean
CEO, iDAYit
