Integrate the Wealthbox API with the Twilio SendGrid API

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

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Popular Ways to Connect Wealthbox with Twilio SendGrid#

Add Email to Global Suppression with Twilio SendGrid API on New Contact Created from Wealthbox API

Wealthbox + Twilio SendGrid

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Add Email to Global Suppression with Twilio SendGrid API on New Event Created from Wealthbox API

Wealthbox + Twilio SendGrid

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Add Email to Global Suppression with Twilio SendGrid API on New Opportunity Created from Wealthbox API

Wealthbox + Twilio SendGrid

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Add Email to Global Suppression with Twilio SendGrid API on New Task Created from Wealthbox API

Wealthbox + Twilio SendGrid

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Add or Update Contact with Twilio SendGrid API on New Contact Created from Wealthbox API

Wealthbox + Twilio SendGrid

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Popular Wealthbox and Twilio SendGrid 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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New Contact from the Twilio SendGrid API

Emit new event when a new contact is created

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Popular Wealthbox and Twilio SendGrid Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. See the docs here

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. See the docs here

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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#

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 Twilio SendGrid#

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts#

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays

Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.

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