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 Notion API

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

Append Block to Parent with Notion API on New Contact Created from Wealthbox API
Wealthbox + Notion
 
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Append Block to Parent with Notion API on New Event Created from Wealthbox API
Wealthbox + Notion
 
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Append Block to Parent with Notion API on New Opportunity Created from Wealthbox API
Wealthbox + Notion
 
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Append Block to Parent with Notion API on New Task Created from Wealthbox API
Wealthbox + Notion
 
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Create Contact with Wealthbox API on New Database from Notion API
Notion + 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 Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

 
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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 Page in Database from the Notion API

Emit new event when a page in a database is created

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. 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 Page with the Notion API

Creates a page from a parent page. The only valid property is title. See the documentation

 
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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 Notion

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Leveraging Pipedream's platform, you can build workflows that connect Notion with a myriad of 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.

Connect Notion

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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`,
      },
    })
  },
})