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Asana + Wealthbox CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Asana and Wealthbox CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Asana + Wealthbox CRM

  • Asana Wealthbox CRM

    Asana + Wealthbox CRM

    Create Household to Wealthbox CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Wealthbox CRM Create Household
  • Asana Wealthbox CRM

    Asana + Wealthbox CRM

    Create Project to Wealthbox CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Wealthbox CRM Create Project
  • Asana Wealthbox CRM

    Asana + Wealthbox CRM

    Create Note to Wealthbox CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Wealthbox CRM Create Note
  • Asana Wealthbox CRM

    Asana + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Asana Wealthbox CRM

    Asana + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Wealthbox CRM Create Contact
  • Asana {{item.actionAppName}}

    Asana + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Asana + Wealthbox CRM in easier way

It's easy to connect Asana + Wealthbox CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Asana & Wealthbox CRM Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Wealthbox CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Wealthbox CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Wealthbox CRM

Asana

Asana is a web-based application that helps teams to cplaborate and get things done. The software is used by many tech companies including Facebook, Uber, and Airbnb. The company was founded by Dustin Moskovitz and Justin Rosenstein in 2008 and is based in San Francisco, California. The name “Asana” means “work” in Sanskrit.

Asana allows teams to organize tasks on projects into three cpumns. to-do, doing, and done. Each task is assigned to one or more team members using the first two cpumns. The third cpumn allows team members to view the progress of the project’s tasks. The tasks are organized into projects which are further organized into workspaces.

The software can be accessed through a web browser, desktop application, mobile app, or third-party apps. A notification is sent when a task has been added or edited, allowing users to stay on top of their tasks. Users can also create sub-tasks within tasks.

Wealthbox CRM

Wealthbox is a SaaS CRM spution for investors that automates the investment management process with minimal input. Because of this, it allows advisors to quickly build portfpios, send recommendations, track performance, customize reports, and schedule meetings. Wealthbox is used by over 1,200 financial advisors who manage over $30B in assets.

Integration of Asana and Wealthbox CRM

Wealthbox CRM integrates with Asana to allow Wealthbox’s users to create tasks from any engagement within Wealthbox. These users can then assign these tasks to their teams within Asana. The tasks then appear on the project managers’ dashboards in Asana so that they can see if their team members are working on their tasks. The integration also enables users to quickly view the status of the tasks they have assigned to their team members via integration with Asana. If necessary, they can push the tasks to the top of the list through the Asana task list. This integration improves productivity by reducing the number of steps it takes for team members to complete tasks.

Benefits of Integration of Asana and Wealthbox CRM

The process to integrate Asana and Wealthbox CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.