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 Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
typeform: {
type: "app",
app: "typeform",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.typeform.com/me`,
headers: {
Authorization: `Bearer ${this.typeform.$auth.oauth_access_token}`,
},
})
},
})