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 WooCommerce API

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

Create Contact with Wealthbox API on New Coupon Event (Instant) from WooCommerce API
WooCommerce + Wealthbox
 
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Create Contact with Wealthbox API on New Customer Event (Instant) from WooCommerce API
WooCommerce + Wealthbox
 
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Create Contact with Wealthbox API on New Order Event (Instant) from WooCommerce API
WooCommerce + Wealthbox
 
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Create Contact with Wealthbox API on New Product Event (Instant) from WooCommerce API
WooCommerce + Wealthbox
 
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Create Customer with WooCommerce API on New Contact Created from Wealthbox API
Wealthbox + WooCommerce
 
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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 Coupon Event (Instant) from the WooCommerce API

Emit new event each time the specified coupon event(s) occur

 
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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 Customer Event (Instant) from the WooCommerce API

Emit new event each time the specified customer event(s) occur

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Create Customer with the WooCommerce API

Creates a new customer. See the docs

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Create Order with the WooCommerce API

Creates a new order. See the docs

 
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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 WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Connect WooCommerce

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    woocommerce: {
      type: "app",
      app: "woocommerce",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.woocommerce.$auth.url}/wp-json/wc/v2/orders`,
      auth: {
        username: `${this.woocommerce.$auth.key}`,
        password: `${this.woocommerce.$auth.secret}`,
      },
    })
  },
})