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 Stripe API

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

Create Contact with Wealthbox API on New Custom Webhook Events from Stripe API
Stripe + Wealthbox
 
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Create Event with Wealthbox API on New Custom Webhook Events from Stripe API
Stripe + Wealthbox
 
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Create Opportunity with Wealthbox API on New Custom Webhook Events from Stripe API
Stripe + Wealthbox
 
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Create Task with Wealthbox API on New Custom Webhook Events from Stripe API
Stripe + Wealthbox
 
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Cancel a Payment Intent with Stripe API on New Contact Created from Wealthbox API
Wealthbox + Stripe
 
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New Custom Webhook Events from the Stripe API

Emit new event on each webhook event

 
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Canceled Subscription from the Stripe API

Emit new event for each new canceled subscription

 
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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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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Cancel a Payment Intent with the Stripe API

Cancel a payment intent. Once canceled, no additional charges will be made by the payment intent and any operations on the payment intent will fail with an error. For payment intents with status=requires_capture, the remaining amount_capturable will automatically be refunded. See the docs for more information

 
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Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

 
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Cancel Or Reverse a Payout with the Stripe API

Cancel or reverse a payout. A payout can be canceled only if it has not yet been paid out. A payout can be reversed only if it has already been paid out. Funds will be refunded to your available balance. See the docs for more information

 
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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 Stripe

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Connect Stripe

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import stripe from 'stripe'

export default defineComponent({
  props: {
    stripe: {
      type: "app",
      app: "stripe",
    }
  },
  async run({steps, $}) {
    const client = stripe(this.stripe.$auth.api_key)

    return await client.accounts.list({ limit: 1 })
  },
})