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 MySQL API

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

Create Contact with Wealthbox API on New Column from MySQL API
MySQL + Wealthbox
 
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Create Contact with Wealthbox API on New or Updated Row from MySQL API
MySQL + Wealthbox
 
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Create Contact with Wealthbox API on New Row (Custom Query) from MySQL API
MySQL + Wealthbox
 
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Create Contact with Wealthbox API on New Row from MySQL API
MySQL + Wealthbox
 
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Create Contact with Wealthbox API on New Table from MySQL API
MySQL + Wealthbox
 
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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 Column from the MySQL API

Emit new event when you add a new column to a table. See the docs here

 
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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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Create Row with the MySQL API

Adds a new row. 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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Delete Row with the MySQL API

Delete an existing row. 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 MySQL

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Connect MySQL

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import mysql from '@pipedream/mysql';

export default defineComponent({
  props: {
    mysql,
  },
  async run({steps, $}) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/mysql

    const queryObj = {
      sql: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.mysql.executeQuery(queryObj);
    return rows;
  },
});