What do you want to automate

with Wealthbox and Google Drive?

Prompt, edit and deploy AI agents that connect to Wealthbox, Google Drive and 2,500+ other apps in seconds.

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Add File Sharing Preference with Google Drive API on New Contact Created from Wealthbox API
Wealthbox + Google Drive
 
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Add File Sharing Preference with Google Drive API on New Event Created from Wealthbox API
Wealthbox + Google Drive
 
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Add File Sharing Preference with Google Drive API on New Opportunity Created from Wealthbox API
Wealthbox + Google Drive
 
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Add File Sharing Preference with Google Drive API on New Task Created from Wealthbox API
Wealthbox + Google Drive
 
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Copy File with Google Drive API on New Contact Created from Wealthbox API
Wealthbox + Google Drive
 
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Changes to Specific Files from the Google Drive API

Watches for changes to specific files, emitting an event when a change is made to one of those files. To watch for changes to shared drive files, use the Changes to Specific Files (Shared Drive) source instead.

 
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Changes to Specific Files (Shared Drive) from the Google Drive API

Watches for changes to specific files in a shared drive, emitting an event when a change is made to one of those files

 
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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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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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Copy File with the Google Drive API

Create a copy of the specified file. See the documentation for more information

 
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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 Google Drive API
Setup the Wealthbox API trigger to run a workflow which integrates with the Google Drive API. Pipedream's integration platform allows you to integrate Wealthbox and Google Drive 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 Google Drive

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Connect Google Drive

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_drive: {
      type: "app",
      app: "google_drive",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/drive/v3/about?fields=user`,
      headers: {
        Authorization: `Bearer ${this.google_drive.$auth.oauth_access_token}`,
      },
    })
  },
})

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