Integrate the Schedule API with the Wealthbox API

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

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Popular Ways to Connect Schedule with Wealthbox#

Create Contact with Wealthbox API on Custom Interval from Schedule API

Schedule + Wealthbox

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Create Contact with Wealthbox API on Daily schedule from Schedule API

Schedule + Wealthbox

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Create Contact with Wealthbox API on Monthly Schedule from Schedule API

Schedule + Wealthbox

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Create Contact with Wealthbox API on Weekly schedule from Schedule API

Schedule + Wealthbox

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Create Event with Wealthbox API on Custom Interval from Schedule API

Schedule + Wealthbox

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Popular Schedule and Wealthbox Triggers#

Custom Interval from the Schedule API

Trigger your workflow every N hours, minutes or seconds.

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Daily schedule from the Schedule API

Trigger your workflow every day.

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Monthly Schedule from the Schedule API

Trigger your workflow on one or more days each month at a specific time (with timezone support).

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Weekly schedule from the Schedule API

Trigger your workflow on one or more days each week at a specific time (with timezone support).

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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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Popular Schedule and Wealthbox Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

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Create Task with the Wealthbox API

Create a new task. See the documentation

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Overview of Schedule#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

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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