What do you want to automate

with Smartsheet and Wealthbox?

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Add Row to Sheet with Smartsheet API on New Contact Created from Wealthbox API
Wealthbox + Smartsheet
 
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Add Row to Sheet with Smartsheet API on New Event Created from Wealthbox API
Wealthbox + Smartsheet
 
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Add Row to Sheet with Smartsheet API on New Opportunity Created from Wealthbox API
Wealthbox + Smartsheet
 
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Add Row to Sheet with Smartsheet API on New Task Created from Wealthbox API
Wealthbox + Smartsheet
 
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Create Contact with Wealthbox API on New Comment Added (Instant) from Smartsheet API
Smartsheet + Wealthbox
 
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New Comment Added (Instant) from the Smartsheet API

Emit new event when a comment is added in a sheet.

 
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New Row Added (Instant) from the Smartsheet API

Emit new event when a row is added to a sheet.

 
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New Row Deleted (Instant) from the Smartsheet API

Emit new event when a row is deleted from a sheet.

 
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New Row Updated (Instant) from the Smartsheet API

Emit new event when a row is upedated in a sheet.

 
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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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Add Row to Sheet with the Smartsheet API

Adds a row to a sheet. See docs here

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

Overview of Smartsheet

The Smartsheet API unlocks the power of managing and automating complex workflows, directly interacting with Smartsheet's features such as sheets, rows, columns, and attachments. You can create, read, update, and delete sheets, share them with others, and extract complex data reports. Leveraging the API on Pipedream allows for seamless integration with other services for enhanced productivity and data management. Whether you're orchestrating an approval process, syncing data across platforms, or automating project tracking, the Smartsheet API pairs with Pipedream's serverless platform to build powerful, scalable, and automated workflows.

Connect Smartsheet

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    smartsheet: {
      type: "app",
      app: "smartsheet",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.smartsheet.com/2.0/users/me`,
      headers: {
        Authorization: `Bearer ${this.smartsheet.$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

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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