What do you want to automate

with Slack Bot and Wealthbox?

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Add Emoji Reaction with Slack Bot API on New Contact Created from Wealthbox API
Wealthbox + Slack Bot
 
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Add Emoji Reaction with Slack Bot API on New Event Created from Wealthbox API
Wealthbox + Slack Bot
 
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Add Emoji Reaction with Slack Bot API on New Opportunity Created from Wealthbox API
Wealthbox + Slack Bot
 
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Add Emoji Reaction with Slack Bot API on New Task Created from Wealthbox API
Wealthbox + Slack Bot
 
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Archive Channel with Slack Bot API on New Contact Created from Wealthbox API
Wealthbox + Slack Bot
 
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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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New Direct Message from the Slack Bot API

Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

 
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Add Emoji Reaction with the Slack Bot API

Add an emoji reaction to a message. See the documentation

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Archive Channel with the Slack Bot API

Archive a channel (Bot). 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 a Channel with the Slack Bot API

Create a new channel (Bot). See the documentation

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

Overview of Slack Bot

The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.

Connect Slack Bot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    slack_bot: {
      type: "app",
      app: "slack_bot",
    },
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://slack.com/api/auth.test`,
      headers: {
        Authorization: `Bearer ${this.slack_bot.$auth.bot_token}`,
      },
      method: 'post',
    })
  },
})

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

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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