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Wealthbox TRIGGER

New Note

Emit new event for each new note created in Wealthbox. Polls GET /notes ordered by created_at; the payload includes note id, content, and its linked resource. See the documentation
  • Trigger
  • Polling
  • OAuth
  • Webhook delivery

IMPLEMENTATION

Deploy this event source

Connect the user's Wealthbox account, configure the source, and choose the webhook where your backend receives events.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const deployed = await pd.triggers.deploy({
  id: "wealthbox-new-note",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    wealthbox: { authProvisionId: "apn_xxxxxxx" },
    timer: { "intervalSeconds": 900 },
    resourceType: "Resource Type",
  },
  webhookUrl: "https://example.com/webhooks/wealthbox",
})

console.log(deployed.id)

MCP exposes on-demand actions. Event sources are deployed through the Connect SDK or API because they continue listening after the initial request.

SCHEMA

Configuration

These inputs define which events the source watches. Dynamic options are loaded from the connected account.

New Note configuration
Property Type Description
timer Timer $.interface.timer
Required
resourceType Resource Type string
Optional. Restrict notes to a linked resource type (for example Contact).
Optional
resourceId Resource ID string
Optional. Restrict notes to a specific linked resource id. Run List Contact Options to find contact ids.
Optional

01

Connect

Your user authorizes Wealthbox through Pipedream managed auth.

02

Deploy

Your backend deploys this source with that user's own configuration.

03

Webhook delivery

Every event is sent to the HTTP endpoint you choose when you deploy the source — after each poll.

OR

On-demand retrieval

No webhook required. Your app or agent can fetch recent events from the trigger events API.

Registry key
wealthbox-new-note
Version
0.0.1
App
Wealthbox
Authentication
OAuth
Delivery
Polling source
Output
Events emitted by Wealthbox.