Integrate Asana with Wealthbox CRM

Send information between Asana and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Asana and Wealthbox CRM

Connect Asana and Wealthbox CRM with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Asana and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task section changed

Triggers when a change is made in a task section

Workspace or organization created

Triggers when a new workspace or organization is created

Project created

Triggers when a new project is created

Team created

Triggers when a team is created in the selected organization

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

Task completed

Triggers when an existing task is completed

User added

Triggers when a new user is added in the selected workspace

Task created

Triggers when a new task is created

Task updated

Triggers when the details of an existing task are updated

Task tagged

Triggers when a task is tagged in the selected project

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

All Actions - Actions are the automated tasks

Create project in team

Creates a new project in the selected team

Add task to section

Adds a new task to the specified section

Duplicate project

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

Create subtask

Creates a new subtask under the specified task

Create story

Creates a new story for the specified task

Create project in workspace

Creates a new project in the selected workspace

Create task

Creates a new task in the selected project

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

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

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.

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

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 >

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

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY