Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.
Emit new event for each opportunity created. See the documentation
Creates and appends blocks to the specified parent. See the documentation
Creates a page from a parent page. The only valid property is title. See the documentation
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.
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}`,
},
})
},
})
Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
notion: {
type: "app",
app: "notion",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.notion.com/v1/users/me`,
headers: {
Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
"Notion-Version": `2021-08-16`,
},
})
},
})