What do you want to automate
with Wealthbox and Data Stores?
Prompt, edit and deploy AI agents that connect to Wealthbox, Data Stores and 2,500+ other apps in seconds.
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Popular Ways to Connect Wealthbox with Data Stores#
Popular Wealthbox and Data Stores Triggers#
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
Popular Wealthbox and Data Stores Actions#
Add or update a single record in your Pipedream Data Store
Add or update multiple records to your Pipedream Data Store
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#
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 Data Stores#
Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.
Connect Data Stores#
export default defineComponent({
props: {
myDataStore: {
type: "data_store",
},
},
async run({ steps, $ }) {
await this.myDataStore.set("key_here","Any serializable JSON as the value")
return await this.myDataStore.get("key_here")
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies