Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event for each opportunity created. See the documentation
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.
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}`,
},
})
},
})
The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.
This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.
Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
shopify_developer_app: {
type: "app",
app: "shopify_developer_app",
}
},
async run({steps, $}) {
const data = {
"query": `{
shop {
id
name
email
}
}`,
}
return await axios($, {
method: "post",
url: `https://${this.shopify_developer_app.$auth.shop_id}.myshopify.com/admin/api/2024-04/graphql.json`,
headers: {
"X-Shopify-Access-Token": `${this.shopify_developer_app.$auth.access_token}`,
"Content-Type": `application/json`,
},
data,
})
},
})