Integrate the Wealthbox API with the ServiceNow API

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

Popular Ways to Connect Wealthbox with ServiceNow#

Create Table Record with ServiceNow API on New Contact Created from Wealthbox API

Wealthbox + ServiceNow

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Create Table Record with ServiceNow API on New Event Created from Wealthbox API

Wealthbox + ServiceNow

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Create Table Record with ServiceNow API on New Opportunity Created from Wealthbox API

Wealthbox + ServiceNow

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Create Table Record with ServiceNow API on New Task Created from Wealthbox API

Wealthbox + ServiceNow

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Get Table Record By SysId with ServiceNow API on New Contact Created from Wealthbox API

Wealthbox + ServiceNow

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Popular Wealthbox and ServiceNow 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 ServiceNow Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Create Table Record with the ServiceNow API

Inserts one record in the specified table.

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Get Table Record By SysId with the ServiceNow API

Retrieves the record identified by the specified sys_id from the specified table.

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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 ServiceNow#

The ServiceNow API enables developers to tap into the robust capabilities of ServiceNow's IT service management platform. With the API, you can create, read, update, and delete records, manage workflows, and integrate with other services. By leveraging these capabilities, you can automate routine tasks, sync data across multiple platforms, and enhance operational efficiencies.

Connect ServiceNow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    servicenow: {
      type: "app",
      app: "servicenow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.servicenow.$auth.instance_name}.service-now.com/api/now/table/incident`,
      headers: {
        Authorization: `Bearer ${this.servicenow.$auth.oauth_access_token}`,
      },
    })
  },
})