Wealthbox

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

Integrate the Wealthbox API with the Ahrefs API

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

Get Backlinks One Per Domain with Ahrefs API on New Contact Created from Wealthbox API
Wealthbox + Ahrefs
 
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Get Backlinks One Per Domain with Ahrefs API on New Event Created from Wealthbox API
Wealthbox + Ahrefs
 
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Get Backlinks One Per Domain with Ahrefs API on New Opportunity Created from Wealthbox API
Wealthbox + Ahrefs
 
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Get Backlinks One Per Domain with Ahrefs API on New Task Created from Wealthbox API
Wealthbox + Ahrefs
 
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Get Backlinks with Ahrefs API on New Contact Created from Wealthbox API
Wealthbox + Ahrefs
 
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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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Get Backlinks with the Ahrefs API

Get the backlinks for a domain or URL with details for the referring pages (e.g., anchor and page title).

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Get Backlinks One Per Domain with the Ahrefs API

Get one backlink with the highest ahrefs_rank per referring domain for a target URL or domain (with details for the referring pages including anchor and page title).

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

 
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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}`,
      },
    })
  },
})

Overview of Ahrefs

Ahrefs API taps into the vast data reserves of Ahrefs, a robust SEO tool, to programmatically access insights into backlink profiles, keyword rankings, and SEO health. With Pipedream's capabilities, you can automate SEO monitoring, integrate with content management systems, trigger alerts for new or lost backlinks, or gather intelligence for keyword research—all without manual intervention. This unlocks the potential for real-time SEO strategy adjustments and the integration of SEO data into broader business processes or analytics platforms.

Connect Ahrefs

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    ahrefs: {
      type: "app",
      app: "ahrefs",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://apiv2.ahrefs.com`,
      params: {
        output: `json`,
        token: `${this.ahrefs.$auth.oauth_access_token}`,
        from: `subscription_info`,
      },
    })
  },
})