What do you want to automate
with Wealthbox and Zep?
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Popular Wealthbox and Zep Triggers#
Emit new event when a message is added to a session. See the documentation
Emit new event for each contact created. See the documentation
Emit new event when a new session is created in Zep. See the documentation
Emit new event for each event created. See the documentation
Emit new event when an existing session is updated. See the documentation
Popular Wealthbox and Zep Actions#
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}`,
},
})
},
})
Connect Zep#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zep: {
type: "app",
app: "zep",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.getzep.com/api/v2/users-ordered`,
headers: {
"authorization": `Api-Key ${this.zep.$auth.api_key}`,
},
})
},
})
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