What do you want to automate

with Wealthbox and Anthropic (Claude)?

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Chat with Anthropic (Claude) API on New Contact Created from Wealthbox API
Wealthbox + Anthropic (Claude)
 
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Chat with Anthropic (Claude) API on New Event Created from Wealthbox API
Wealthbox + Anthropic (Claude)
 
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Chat with Anthropic (Claude) API on New Opportunity Created from Wealthbox API
Wealthbox + Anthropic (Claude)
 
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Chat with Anthropic (Claude) API on New Task Created from Wealthbox API
Wealthbox + Anthropic (Claude)
 
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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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Chat with the Anthropic (Claude) API

The Chat API. 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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Integrate the Wealthbox API with the Anthropic (Claude) API
Setup the Wealthbox API trigger to run a workflow which integrates with the Anthropic (Claude) API. Pipedream's integration platform allows you to integrate Wealthbox and Anthropic (Claude) remarkably fast. Free for developers.

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 Anthropic (Claude)

The Anthropic (Claude) API offers a conversational AI that can be leveraged for a variety of applications, ranging from answering questions to generating content or providing customer support. In Pipedream, you can create powerful workflows that utilize the capabilities of Claude to automate responses, analyze text, or enhance data with AI-generated insights. Pipedream's serverless platform simplifies integrating Claude into your processes with other apps and services for seamless automation.

Connect Anthropic (Claude)

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    anthropic: {
      type: "app",
      app: "anthropic",
    }
  },
  async run({steps, $}) {
    const data = {
        "model": "claude-3-haiku-20240307",
        "max_tokens": 300,
        "messages": [
            {"role": "user", "content": "Write me a haiku about Pipedream workflows."}
        ]
    }
    return await axios($, {
      method: "post",
      url: `https://api.anthropic.com/v1/messages`,
      headers: {
        "x-api-key": `${this.anthropic.$auth.api_key}`,
        "anthropic-version": `2023-06-01`,
      },
      data,
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo