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 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.
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Popular Ways to Connect Wealthbox with PostgreSQL#
Popular Wealthbox and PostgreSQL Triggers#
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 new column is added to a table. See the documentation
Emit new event for each opportunity created. See the documentation
Emit new event when a row is added or modified. 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 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#
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
};
return await this.postgresql.executeQuery(queryObj);
},
})Trusted by 1,000,000+ developers from startups to Fortune 500 companies