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 OpenAI (ChatGPT) API
Setup the Wealthbox API trigger to run a workflow which integrates with the OpenAI (ChatGPT) API. Pipedream's integration platform allows you to integrate Wealthbox and OpenAI (ChatGPT) remarkably fast. Free for developers.
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Popular Ways to Connect Wealthbox with OpenAI (ChatGPT)#
Popular Wealthbox and OpenAI (ChatGPT) Triggers#
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event for each opportunity created. See the documentation
Emit new event when a new batch is completed in OpenAI. See the documentation
Popular Wealthbox and OpenAI (ChatGPT) Actions#
The Chat API, using the gpt-3.5-turbo or gpt-4 model. See the documentation
Summarizes text using the Chat API. See the documentation
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 OpenAI (ChatGPT)#
OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:
Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:
Connect OpenAI (ChatGPT)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
openai: {
type: "app",
app: "openai",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.openai.com/v1/models`,
headers: {
Authorization: `Bearer ${this.openai.$auth.api_key}`,
},
})
},
})
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