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