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Wealthbox

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

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Klaviyo

Integrate the Wealthbox API with the Klaviyo API

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

Popular Ways to Connect Wealthbox with Klaviyo

Add Member To List with Klaviyo API on New Contact Created from Wealthbox API
Wealthbox + Klaviyo
 
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Add Member To List with Klaviyo API on New Event Created from Wealthbox API
Wealthbox + Klaviyo
 
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Add Member To List with Klaviyo API on New Opportunity Created from Wealthbox API
Wealthbox + Klaviyo
 
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Add Member To List with Klaviyo API on New Task Created from Wealthbox API
Wealthbox + Klaviyo
 
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Create New List with Klaviyo API on New Contact Created from Wealthbox API
Wealthbox + Klaviyo
 
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Popular Wealthbox and Klaviyo Triggers

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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Popular Wealthbox and Klaviyo Actions

Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Add Member To List with the Klaviyo API

Add member to a specific list. See the docs here

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Create New List with the Klaviyo API

Creates a new list in an account. See the docs here

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

 
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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 Klaviyo

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Connect Klaviyo

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    klaviyo: {
      type: "app",
      app: "klaviyo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: ` https://a.klaviyo.com/api/accounts/`,
      headers: {
        "Authorization": `Klaviyo-API-Key ${this.klaviyo.$auth.api_key}`,
        "revision": `2023-12-15`,
      },
    })
  },
})
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