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 1000+ 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 workflow
Triggers when a new workflow is created
New contact
Triggers when a new contact is created
New comment
Triggers when a new comment is created
New task
Triggers when a new task is created
New event
Triggers when a new event is created
New note
Triggers when a new note is created
Completed task
Triggers when a task is completed
New project
Triggers when a new project is created
Subtask created
Triggers when a new subtask is created
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 or subtask created
Triggers when a new task or subtask is created
Tag added
Triggers when a new tag is added to the selected workspace
Task created
Triggers when a new task is created
Task or subtask updated
Triggers when the details of an existing task or subtask are updated
Task tagged
Triggers when a task is tagged to the selected project
Team created
Triggers when a team is created in the selected organization
Task completed
Triggers when an existing task is completed
User added
Triggers when a new user is added to the selected workspace
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 contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Create event
Creates a new event
Fetch contact
Fetches a contact by email
Create story
Creates a new story for the specified task
Add task to section
Adds a new task to the specified section
Create task from template
Creates a new task from the selected template
Create project in workspace
Creates a new project in the selected workspace
Create task in project
Creates a new task with custom fields in the selected project
Create project from template
Creates a new project from the selected template
Create subtask
Creates a new subtask under the specified task
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 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 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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Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
