What do you want to automate

with Rejoiner and Wealthbox?

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

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
Add Customer to List with Rejoiner API on New Contact Created from Wealthbox API
Wealthbox + Rejoiner
 
Try it
Add Customer to List with Rejoiner API on New Event Created from Wealthbox API
Wealthbox + Rejoiner
 
Try it
Add Customer to List with Rejoiner API on New Opportunity Created from Wealthbox API
Wealthbox + Rejoiner
 
Try it
Add Customer to List with Rejoiner API on New Task Created from Wealthbox API
Wealthbox + Rejoiner
 
Try it
Create Contact with Wealthbox API on New Contact in List from Rejoiner API
Rejoiner + Wealthbox
 
Try it
New Contact in List from the Rejoiner API

Emit new event when a contact is added to the specified list. See the documentation

 
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
New Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

 
Try it
New Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

 
Try it
Add Customer to List with the Rejoiner API

Adds a customer to a specific list, or if the customer already exists, will update the record of that customer with the supplied data. See the documentation

 
Try it
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
Start Journey with the Rejoiner API

Triggers the beginning of a customer journey in Rejoiner. See the documentation

 
Try it
Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

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

Connect Rejoiner

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    rejoiner: {
      type: "app",
      app: "rejoiner",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://rj2.rejoiner.com/api/v2/${this.rejoiner.$auth.site_id}/ping/`,
      headers: {
        "Authorization": `Rejoiner ${this.rejoiner.$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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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