Wealthbox

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

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Wealthbox API Integrations

Build and run workflows using the Wealthbox API. Use 1000s of source-available triggers and actions across 2,100+ 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.

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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}`,
      },
    })
  },
})

Choose an API to Connect with Wealthbox API

1
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24
of
2,100+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
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HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
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Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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.

Create Task with Wealthbox API on New Requests from HTTP / Webhook API
HTTP / Webhook + Wealthbox
 
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Add Single Row with Google Sheets API on New Task Created from Wealthbox API
Wealthbox + Google Sheets
 
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Create Task with Wealthbox API on New Item in Feed from RSS API
RSS + Wealthbox
 
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Create Task with Wealthbox API on New Message (Instant) from Discord API
Discord + Wealthbox
 
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Create Task with Wealthbox API on New Message In Channels (Instant) from Slack API
Slack + Wealthbox
 
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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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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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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
OAuth Request Configurations:
  1. 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}}
  2. accessToken
    POSThttps://app.crmworkspace.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://app.crmworkspace.com/oauth/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}