Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
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
Get the backlinks for a domain or URL with details for the referring pages (e.g., anchor and page title).
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).
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}`,
},
})
},
})
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.
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`,
},
})
},
})