

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
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Supported triggers and actions
Integrate Wealthbox CRM and Asana using the below triggers and actions
All Triggers - A trigger kickstarts the flow

New event
Triggers when a new event is created

New task
Triggers when a new task is created

New comment
Triggers when a new comment is created

Completed task
Triggers when a task is completed

New note
Triggers when a new note is created

New workflow
Triggers when a new workflow is created

New project
Triggers when a new project is created

New contact
Triggers when a new contact is created

New opportunity
Triggers when a new opportunity is created

Subtask created
Triggers when a new subtask is created

User added
Triggers when a new user is added in the selected workspace

Task or subtask created
Triggers when a new task or subtask is created

Task completed
Triggers when an existing task is completed

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

Task tagged
Triggers when a task is tagged in the selected project

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

Task section changed
Triggers when a change is made to a task section

Project updated
Triggers when the details of an existing project are updated

Task created
Triggers when a new task is created

Project created
Triggers when a new project is created

Workspace or organization created
Triggers when a new workspace or organization is created
All Actions - Actions are the automated tasks

Create note
Creates a new note

Create event
Creates a new event

Create task
Creates a new task

Create contact
Creates a new contact

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Fetch contact
Fetches a contact by email

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

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

Update project
Updates the details of an existing project

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

Update task
Updates the details of an existing task

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.
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