What do you want to automate

with Brillium and Wealthbox?

Prompt, edit and deploy AI agents that connect to Brillium, Wealthbox and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Create Contact with Wealthbox API on New Assessment Created from Brillium API
Brillium + Wealthbox
 
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Create Contact with Wealthbox API on New Assessment Topic from Brillium API
Brillium + Wealthbox
 
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Create Contact with Wealthbox API on New Question Added from Brillium API
Brillium + Wealthbox
 
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Create Contact with Wealthbox API on New Respondent from Brillium API
Brillium + Wealthbox
 
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Create Contact with Wealthbox API on New Respondent Results from Brillium API
Brillium + Wealthbox
 
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New Contact Created from the Wealthbox API

Emit new event for each contact created. See the documentation

 
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New Assessment Created from the Brillium API

Emit new event when a new assessment is created in Brillium. See the documentation

 
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New Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

 
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New Assessment Topic from the Brillium API

Emit new event when a new topic is added to an assessment in Brillium. See the documentation

 
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New Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

 
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List Assessments with the Brillium API

Retrieve all Assessments for a Brillium account. See the documentation

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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List Questions with the Brillium API

Retrieve all Questions for an Assessment. See the documentation

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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List Respondent Results with the Brillium API

Retrieves results for a respondent. See the documentation

 
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Integrate the Brillium API with the Wealthbox API
Setup the Brillium API trigger to run a workflow which integrates with the Wealthbox API. Pipedream's integration platform allows you to integrate Brillium and Wealthbox remarkably fast. Free for developers.

Connect Brillium

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    brillium: {
      type: "app",
      app: "brillium",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.brillium.$auth.api_url}/Accounts`,
      auth: {
        username: `ASSESSMENTS-API`,
        password: `${this.brillium.$auth.api_password}${this.brillium.$auth.security_token}`,
      },
    })
  },
})

Overview of Wealthbox

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Connect Wealthbox

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    wealthbox: {
      type: "app",
      app: "wealthbox",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.crmworkspace.com/v1/me`,
      headers: {
        Authorization: `Bearer ${this.wealthbox.$auth.oauth_access_token}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo