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with Wealthbox and Plain?
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Popular Wealthbox and Plain Triggers#
Emit new event for each contact created. See the documentation
Emit new event for each event created. 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 Plain#
The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.
Connect Plain#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
plain: {
type: "app",
app: "plain",
}
},
async run({steps, $}) {
const data = {
"query": `query Workspace {
workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
id
publicName
}
}`,
}
return await axios($, {
method: "post",
url: `https://core-api.uk.plain.com/graphql/v1`,
headers: {
Authorization: `Bearer ${this.plain.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies