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 every new row added in a table. See documentation here
Emit new event for each contact created. See the documentation
Emit new event for every insert
, update
, or delete
operation in a table. This source requires user configuration using the Supabase website. More information in the README. Also see documentation here
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}`,
},
})
},
})
Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
supabase: {
type: "app",
app: "supabase",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.supabase.$auth.subdomain}.supabase.co/rest/v1/`,
headers: {
Authorization: `Bearer ${this.supabase.$auth.service_key}`,
"apikey": `${this.supabase.$auth.service_key}`,
},
})
},
})