Integrate the Jotform API with the Wealthbox API

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

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Popular Ways to Connect Jotform with Wealthbox#

Create Contact with Wealthbox API on New Submission (Instant) from Jotform API

Jotform + Wealthbox

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Create Event with Wealthbox API on New Submission (Instant) from Jotform API

Jotform + Wealthbox

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Create Opportunity with Wealthbox API on New Submission (Instant) from Jotform API

Jotform + Wealthbox

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Create Task with Wealthbox API on New Submission (Instant) from Jotform API

Jotform + Wealthbox

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Get Form Submissions with Jotform API on New Contact Created from Wealthbox API

Wealthbox + Jotform

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Popular Jotform and Wealthbox Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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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 Event Created from the Wealthbox API

Emit new event for each event created. 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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New Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

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Popular Jotform and Wealthbox Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

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Overview of Jotform#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Connect Jotform#

import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    jotform: {
      type: "app",
      app: "jotform",
    }
  },
  methods: {
    _getBaseUrl() {
      let baseUrl = `https://${this.jotform.$auth.region}.jotform.com/`;
      const standardSubdomains = [
        "api",
        "eu-api",
        "hipaa-api",
      ];
      if (!standardSubdomains.includes(this.jotform.$auth.region)) {
        baseUrl += "API/";
      }
      return baseUrl;
    },
  },
  async run({steps, $}) {
    const baseUrl = this._getBaseUrl(); 
    return await axios($, {
      url: `${baseUrl}user`, 
      params: {
        apiKey: `${this.jotform.$auth.api_key}`,
      },
    })
  },
})

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#

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}`,
      },
    })
  },
})

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