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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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Amazon SES

Integrate the Wealthbox API with the Amazon SES API

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

Popular Ways to Connect Wealthbox with Amazon SES

Create Email Template with Amazon SES API on New Contact Created from Wealthbox API
Wealthbox + Amazon SES
 
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Create Email Template with Amazon SES API on New Event Created from Wealthbox API
Wealthbox + Amazon SES
 
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Create Email Template with Amazon SES API on New Opportunity Created from Wealthbox API
Wealthbox + Amazon SES
 
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Create Email Template with Amazon SES API on New Task Created from Wealthbox API
Wealthbox + Amazon SES
 
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Get Email Template with Amazon SES API on New Contact Created from Wealthbox API
Wealthbox + Amazon SES
 
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Popular Wealthbox and Amazon SES Triggers

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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Popular Wealthbox and Amazon SES Actions

Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Create Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Get Email Template with the Amazon SES API

Get an email template. See the docs

 
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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 Amazon SES

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES

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module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})
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