Integrate Wealthbox CRM with 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 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
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
All Actions - Actions are the automated tasks
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
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
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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