Integrate the Wealthbox API with the Node API

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

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Popular Ways to Connect Wealthbox with Node#

Run Node Code with Node API on New Contact Created from Wealthbox API

Wealthbox + Node

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Run Node Code with Node API on New Event Created from Wealthbox API

Wealthbox + Node

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Run Node Code with Node API on New Opportunity Created from Wealthbox API

Wealthbox + Node

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Run Node Code with Node API on New Task Created from Wealthbox API

Wealthbox + Node

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Popular Wealthbox and Node 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 Node Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Run Node Code with the Node API

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.

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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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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 Node#

Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.

This includes installing NPM packages, within your code without having to manage a package.json file or running npm install.

Below is an example of installing the axios package in a Pipedream Node.js code step. Pipedream imports the axios package, performs the API request, and shares the response with subsequent workflow steps:

Connect Node#

// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
  async run({ steps, $ }) {
    // Return data to use it in future steps
    return steps.trigger.event
  },
})

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