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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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Python

Integrate the Wealthbox API with the Python API

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

Popular Ways to Connect Wealthbox with Python

Run Python Code with Python API on New Contact Created from Wealthbox API
Wealthbox + Python
 
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Run Python Code with Python API on New Event Created from Wealthbox API
Wealthbox + Python
 
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Run Python Code with Python API on New Opportunity Created from Wealthbox API
Wealthbox + Python
 
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Run Python Code with Python API on New Task Created from Wealthbox API
Wealthbox + Python
 
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Popular Wealthbox and Python 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 Opportunity Created from the Wealthbox API

Emit new event for each opportunity created. See the documentation

 
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New Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

 
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Popular Wealthbox and Python Actions

Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Run Python Code with the Python API

Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

 
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Create Task with the Wealthbox API

Create a new task. 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 Python

Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow.

This includes installing PyPI packages, within your code without having to manage a requirements.txt file or running pip.

Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:

Connect Python

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def handler(pd: "pipedream"):
  # Reference data from previous steps
  print(pd.steps["trigger"]["context"]["id"])
  # Return data for use in future steps
  return {"foo": {"test":True}}
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