What do you want to automate
with Streak and Wealthbox?
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Popular Ways to Connect Streak with Wealthbox#
Popular Streak and Wealthbox Triggers#
Emit new event when a box's stage is updated in a pipeline.
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Overview of Streak#
The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.
Connect Streak#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
streak: {
type: "app",
app: "streak",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.streak.com/api/v1/users/me`,
auth: {
username: `${this.streak.$auth.api_key}`,
password: ``,
},
})
},
})
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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