Use Zoho Flow to integrate Asana with Wealthbox CRM, in atleast 204 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

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Didn't find the integration you are looking for? Create one yourself.

All Triggers - A trigger kickstarts the flow

Tag added

Triggers when a new tag is added in the selected workspace

Task created

Triggers when a new task is created

Task tagged

Triggers when a task is tagged in the selected project

Project updated

Triggers when the details of an existing project are updated

User added

Triggers when a new user is added in the selected workspace

Task updated

Triggers when the details of an existing task are updated

Workspace or organization created

Triggers when a new workspace or organization is created

Task completed

Triggers when an existing task is completed

Task section changed

Triggers when a change is made in a task section

Project created

Triggers when a new project is created

Team created

Triggers when a team is created in the selected organization

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

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All Actions - Action are the automated tasks

Create project in workspace

Creates a new project in the selected workspace

Create subtask

Creates a new subtask under the specified task

Duplicate project

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

Create story

Creates a new story for the specified task

Add task to section

Adds a new task to the specified section

Create project in team

Creates a new project in the selected team

Create task

Creates a new task in the selected project

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch user

Fetches the details of an existing user by email

Fetch task

Fetches a task by its GID

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

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level.” Know more

Watch Zoho Flow in action