Use Zoho Flow to integrate Wealthbox CRM with Asana, in atleast 231 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow 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 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
Workspace or organization created
Triggers when a new workspace or organization is created
Task section changed
Triggers when a change is made to a task section
Task tagged
Triggers when a task is tagged in the selected project
Task updated
Triggers when the details of an existing task are updated
Task created
Triggers when a new task is created
User added
Triggers when a new user is added in the selected workspace
Task completed
Triggers when an existing task is completed
Tag added
Triggers when a new tag is added in the selected workspace
Project updated
Triggers when the details of an existing project are updated
Team created
Triggers when a team is created in the selected organization
Project created
Triggers when a new project is created
All Actions - Action are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Create subtask
Creates a new subtask under the specified task
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 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
Duplicate project
Creates a duplicate copy of an existing project with a different name
Create task
Creates a new task in the selected project
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 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.
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Testimonial

“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
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