Wealthbox
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
Go to siteWealthbox API Integrations
Build and run workflows using the Wealthbox API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
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.
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}`,
},
})
},
})
Choose an API to Connect with Wealthbox API#
1-24of2,000+apps by most popular
Example Use Cases#
Contact Synchronization: Automatically sync new contacts from Wealthbox to Google Contacts. Every time a new contact is added to Wealthbox, a Pipedream workflow triggers and adds that contact to Google Contacts, ensuring your address books are always up-to-date.
Task Management Integration: Create tasks in project management tools like Trello or Asana when a new task is added in Wealthbox. This workflow helps keep track of CRM tasks alongside other project-related activities, streamlining the management process across different platforms.
Email Marketing Automation: When a new contact is labeled with a specific tag in Wealthbox, enroll them in a targeted email campaign in Mailchimp. This ensures that your marketing efforts are tailored and consistent, engaging leads with relevant content at the right time.
Popular Wealthbox Integrations#
Popular Wealthbox Triggers#
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event for each opportunity created. See the documentation
Authentication#
Wealthbox uses OAuth authentication. When you connect your Wealthbox account, Pipedream will open a popup window where you can sign into Wealthbox and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Wealthbox API.
Pipedream requests the following authorization scopes when you connect your account:
logindata- authorization
GEThttps://app.crmworkspace.com/oauth/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}} - accessToken
POSThttps://app.crmworkspace.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}} - refreshToken
POSThttps://app.crmworkspace.com/oauth/tokencontent-type:application/x-www-form-urlencodedaccept:application/jsonclient_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}