Integrate the Wealthbox API with the Zendesk API

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

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Popular Ways to Connect Wealthbox with Zendesk#

Create Contact with Wealthbox API on New Ticket (Instant) from Zendesk API

Zendesk + Wealthbox

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Create Contact with Wealthbox API on New Ticket Added to View (Instant) from Zendesk API

Zendesk + Wealthbox

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Create Contact with Wealthbox API on Ticket Closed (Instant) from Zendesk API

Zendesk + Wealthbox

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Create Contact with Wealthbox API on Ticket Pending (Instant) from Zendesk API

Zendesk + Wealthbox

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Create Contact with Wealthbox API on Ticket Solved (Instant) from Zendesk API

Zendesk + Wealthbox

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Popular Wealthbox and Zendesk Triggers#

New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

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New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

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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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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

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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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Popular Wealthbox and Zendesk Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

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Create Ticket with the Zendesk API

Creates a ticket. See the documentation.

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Create Event with the Wealthbox API

Create a new event. See the documentation

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Delete Ticket with the Zendesk API

Deletes a ticket. See the documentation.

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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#

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 Zendesk#

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})

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