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with Twilio and Wealthbox?

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Make a Phone Call with Twilio API on New Contact Created from Wealthbox API
Wealthbox + Twilio
 
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Make a Phone Call with Twilio API on New Event Created from Wealthbox API
Wealthbox + Twilio
 
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Make a Phone Call with Twilio API on New Opportunity Created from Wealthbox API
Wealthbox + Twilio
 
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Make a Phone Call with Twilio API on New Task Created from Wealthbox API
Wealthbox + Twilio
 
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Create Contact with Wealthbox API on New Incoming SMS (Instant) from Twilio API
Twilio + Wealthbox
 
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New Incoming SMS (Instant) from the Twilio API

Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

 
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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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Make a Phone Call with the Twilio API

Make a phone call passing text, a URL, or an application that Twilio will use to handle the call. See the documentation

 
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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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Check Verification Token with the Twilio API

Check if user-provided token is correct. See the documentation

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

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

Overview of Twilio

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Connect Twilio

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    twilio: {
      type: "app",
      app: "twilio",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.twilio.com/2010-04-01/Accounts.json`,
      auth: {
        username: `${this.twilio.$auth.AccountSid}`,
        password: `${this.twilio.$auth.AuthToken}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
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SAS logo
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Adyen logo
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Checkr logo
ChartMogul logo
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LinkedIn logo
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