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 SWAPI - Star Wars API is a treasure trove of structured data from the Star Wars universe. It's a go-to resource for fetching information about planets, spaceships, vehicles, people, films, and species from the iconic franchise. Using Pipedream, you can harness this data to create automations and workflows that trigger based on specific criteria from SWAPI. For instance, you could set up a workflow that notifies you when new data is added, enrich customer profiles with their favorite Star Wars characters, or even use it for trivia games by pulling random facts.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
swapi: {
type: "app",
app: "swapi",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://swapi.dev/api/films/1/`,
})
},
})