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 Supabase API

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

Create Contact with Wealthbox API on New Row Added from Supabase API
Supabase + Wealthbox
 
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Create Contact with Wealthbox API on New Webhook Event (Instant) from Supabase API
Supabase + Wealthbox
 
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Create Event with Wealthbox API on New Row Added from Supabase API
Supabase + Wealthbox
 
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Create Event with Wealthbox API on New Webhook Event (Instant) from Supabase API
Supabase + Wealthbox
 
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Create Opportunity with Wealthbox API on New Row Added from Supabase API
Supabase + Wealthbox
 
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New Row Added from the Supabase API

Emit new event for every new row added in a table. See documentation here

 
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New Webhook Event (Instant) from the Supabase API

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

 
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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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Delete Row with the Supabase API

Deletes row(s) in a database. See the docs here

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Insert Row with the Supabase API

Inserts a new row into a database. See the docs here

 
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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 Supabase

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.

Connect Supabase

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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}`,
      },
    })
  },
})