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 Typeform API

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

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Create Contact with Wealthbox API on New Submission from Typeform API
Typeform + Wealthbox
 
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Create Event with Wealthbox API on New Submission from Typeform API
Typeform + Wealthbox
 
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Create Opportunity with Wealthbox API on New Submission from Typeform API
Typeform + Wealthbox
 
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Create Task with Wealthbox API on New Submission from Typeform API
Typeform + Wealthbox
 
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Create a Form with Typeform API on New Contact Created from Wealthbox API
Wealthbox + Typeform
 
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New Submission from the Typeform API

Emit new submission

 
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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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New Task Created from the Wealthbox API

Emit new event for each task 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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Create a Form with the Typeform API

Creates a form with its corresponing fields. 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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Create an Image with the Typeform API

Adds an image in your Typeform account. See the docs here

 
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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 Typeform

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.

Connect Typeform

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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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo