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
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}`,
},
})
},
})
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.
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()
},
})