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 AWS API

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

Create Contact with Wealthbox API on New Scheduled Tasks from AWS API
AWS + Wealthbox
 
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Create Contact with Wealthbox API on New SNS Messages from AWS API
AWS + Wealthbox
 
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Create Event with Wealthbox API on New Scheduled Tasks from AWS API
AWS + Wealthbox
 
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Create Event with Wealthbox API on New SNS Messages from AWS API
AWS + Wealthbox
 
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Create Opportunity with Wealthbox API on New Scheduled Tasks from AWS API
AWS + Wealthbox
 
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New Scheduled Tasks from the AWS API

Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

 
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New SNS Messages from the AWS API

Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.

 
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New Inbound SES Emails from the AWS API

The source subscribes to all emails delivered to a specific domain configured in AWS SES. When an email is sent to any address at the domain, this event source emits that email as a formatted event. These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.

 
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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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Create Contact with the Wealthbox API

Create a new contact. 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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CloudWatch Logs - Put Log Event with the AWS API

Uploads a log event to the specified log stream. See docs

 
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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 AWS

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Connect AWS

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import AWS from 'aws-sdk'

export default defineComponent({
  props: {
    aws: {
      type: "app",
      app: "aws",
    }
  },
  async run({steps, $}) {
    const { accessKeyId, secretAccessKey } = this.aws.$auth
    
    /* Now, pass the accessKeyId and secretAccessKey to the constructor for your desired service. For example:
    
    const dynamodb = new AWS.DynamoDB({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    */
  },
})