Integrate the Salesforce API with the Wealthbox API

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

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Popular Ways to Connect Salesforce with Wealthbox#

Add Contact to Campaign with Salesforce (REST API) API on New Contact Created from Wealthbox API

Wealthbox + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Event Created from Wealthbox API

Wealthbox + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Opportunity Created from Wealthbox API

Wealthbox + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Task Created from Wealthbox API

Wealthbox + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Contact Created from Wealthbox API

Wealthbox + Salesforce

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Popular Salesforce and Wealthbox Triggers#

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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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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Popular Salesforce and Wealthbox Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_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#

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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