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Wealthbox

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

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PostgreSQL

Integrate the Wealthbox API with the PostgreSQL API

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

Popular Ways to Connect Wealthbox with PostgreSQL

Create Contact with Wealthbox API on New Column from PostgreSQL API
PostgreSQL + Wealthbox
 
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Create Contact with Wealthbox API on New or Updated Row from PostgreSQL API
PostgreSQL + Wealthbox
 
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Create Contact with Wealthbox API on New Row Custom Query from PostgreSQL API
PostgreSQL + Wealthbox
 
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Create Contact with Wealthbox API on New Row from PostgreSQL API
PostgreSQL + Wealthbox
 
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Create Contact with Wealthbox API on New Table from PostgreSQL API
PostgreSQL + Wealthbox
 
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Popular Wealthbox and PostgreSQL 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 Column from the PostgreSQL API

Emit new event when a new column is added to a table. 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 or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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Popular Wealthbox and PostgreSQL Actions

Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Execute Custom Query with the PostgreSQL API

Executes a custom query you provide. 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 PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    const { rows } = await this.postgresql.executeQuery(queryObj);
    return rows;
  },
})
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