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
Tag added
Triggers when a new tag is added in the selected workspace
Task completed
Triggers when an existing task is completed
Task tagged
Triggers when a task is tagged in the selected project
Task section changed
Triggers when a change is made to a task section
Task updated
Triggers when the details of an existing task are updated
Project created
Triggers when a new project is created
Workspace or organization created
Triggers when a new workspace or organization is created
Project updated
Triggers when the details of an existing project are updated
Team created
Triggers when a team is created in the selected organization
User added
Triggers when a new user is added in the selected workspace
Task created
Triggers when a new task is created
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
All Actions - Actions are the automated tasks
Create project in workspace
Creates a new project in the selected workspace
Create project from template
Creates a new project from the selected template
Create task
Creates a new task in the selected project
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 story
Creates a new story for the specified task
Create subtask
Creates a new subtask under the specified task
Create project in team
Creates a new project in the selected team
Create task in project
Creates a new task with custom fields in the selected project
Update task
Updates the details of an existing task
Update task in project
Updates the details (include custom fields) of an existing task
Update project
Updates the details of an existing project
Fetch user
Fetches the details of an existing user by email
Fetch task
Fetches a task by its GID
Fetch task in project
Fetches the details (including custom fields) of an existing task in a project 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
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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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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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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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
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
