Integrate the Pipedream API with the Wealthbox API

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

Start for free — no credit card required

Watch a demo

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

Popular Ways to Connect Pipedream with Wealthbox#

Create Contact with Wealthbox API on New Scheduled Tasks from Pipedream API

Pipedream + Wealthbox

Try it

Create Event with Wealthbox API on New Scheduled Tasks from Pipedream API

Pipedream + Wealthbox

Try it

Create Opportunity with Wealthbox API on New Scheduled Tasks from Pipedream API

Pipedream + Wealthbox

Try it

Create Task with Wealthbox API on New Scheduled Tasks from Pipedream API

Pipedream + Wealthbox

Try it

Create a Subscription with Pipedream API on New Contact Created from Wealthbox API

Wealthbox + Pipedream

Try it

Popular Pipedream and Wealthbox Triggers#

New Scheduled Tasks from the Pipedream API

Exposes an HTTP API for scheduling messages to be emitted at a future time

Try it

New Upcoming Event Alert from the Pipedream API

Emit new event based on a time interval before an upcoming event in the calendar. This source uses Pipedream's Task Scheduler. See the documentation for more information and instructions for connecting your Pipedream account.

Try it

Card Due Date Reminder from the Pipedream API

Emit new event at a specified time before a card is due.

Try it

New Contact Created from the Wealthbox API

Emit new event for each contact created. See the documentation

Try it

New Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

Try it

Popular Pipedream and Wealthbox Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

Try it

Create Event with the Wealthbox API

Create a new event. See the documentation

Try it

Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

Try it

Create a Subscription with the Pipedream API

Create a Subscription. See Doc

Try it

Create Task with the Wealthbox API

Create a new task. See the documentation

Try it

Overview of Pipedream#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Connect Pipedream#

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

Start for free — no credit card required

Watch a demo