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 Shopify Developer App API

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

Add Products to Custom Collections with Shopify Developer App API on New Contact Created from Wealthbox API
Wealthbox + Shopify Developer App
 
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Add Products to Custom Collections with Shopify Developer App API on New Event Created from Wealthbox API
Wealthbox + Shopify Developer App
 
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Add Products to Custom Collections with Shopify Developer App API on New Opportunity Created from Wealthbox API
Wealthbox + Shopify Developer App
 
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Add Products to Custom Collections with Shopify Developer App API on New Task Created from Wealthbox API
Wealthbox + Shopify Developer App
 
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Add Tags with Shopify Developer App API on New Contact Created from Wealthbox API
Wealthbox + Shopify Developer App
 
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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 Abandoned Cart from the Shopify Developer App API

Emit new event each time a user abandons their cart.

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Add Products to Custom Collections with the Shopify Developer App API

Adds a product or products to a custom collection or collections. See the docs

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Add Tags with the Shopify Developer App API
 
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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

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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 Shopify Developer App

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.

Connect Shopify Developer App

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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,
    })
  },
})