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New Opportunity Created from Wealthbox API

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New Opportunity Created from the Wealthbox API

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Getting Started#

Trigger a workflow on New Opportunity Created with Wealthbox API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the New Opportunity Created trigger
1. Connect your Wealthbox account
2. Configure timer
Add steps to connect to 2,400+ APIs using code and no-code building blocks
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Send Message with Discord Webhook API on New Opportunity Created from Wealthbox API

Wealthbox + Discord Webhook

Get Film with SWAPI - Star Wars API on New Opportunity Created from Wealthbox API

Wealthbox + SWAPI - Star Wars

Create Multiple Records with Airtable API on New Opportunity Created from Wealthbox API

Wealthbox + Airtable (API Key)

Send any HTTP Request with HTTP / Webhook API on New Opportunity Created from Wealthbox API

Wealthbox + HTTP / Webhook

Get Backlinks with Ahrefs API on New Opportunity Created from Wealthbox API

Wealthbox + Ahrefs

Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

New Opportunity Created on Wealthbox

Description:Emit new event for each opportunity created. [See the documentation](http://dev.wealthbox.com/#opportunities-collection-get)

Version:0.0.1

Key:wealthbox-new-opportunity-created

Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "wealthbox-new-opportunity-created",
  name: "New Opportunity Created",
  description: "Emit new event for each opportunity created. [See the documentation](http://dev.wealthbox.com/#opportunities-collection-get)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getEvents({ params }) {
      params = {
        ...params,
        order: "created",
      };
      const { opportunities } = await this.wealthbox.listOpportunities({
        params,
      });
      return opportunities;
    },
    generateMeta(opportunity) {
      return {
        id: opportunity.id,
        summary: `New Opportunity - ${opportunity.name}`,
        ts: this.getCreatedAtTs(opportunity),
      };
    },
  },
};

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Wealthbox	`wealthbox`	`app`	This component uses the Wealthbox app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Authentication#

Wealthbox uses OAuth authentication. When you connect your Wealthbox account, Pipedream will open a popup window where you can sign into Wealthbox and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Wealthbox API.

Pipedream requests the following authorization scopes when you connect your account:

logindata

About Wealthbox#

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

More Ways to Use Wealthbox#

Triggers#

New Contact Created from the Wealthbox API

Emit new event for each contact created. See the documentation

New Event Created from the Wealthbox API

Emit new event for each event created. See the documentation

New Task Created from the Wealthbox API

Emit new event for each task created. See the documentation

Actions#

Create Contact with the Wealthbox API

Create a new contact. See the documentation

Create Event with the Wealthbox API

Create a new event. See the documentation

Create Opportunity with the Wealthbox API

Create a new opportunity. See the documentation

Create Task with the Wealthbox API

Create a new task. See the documentation

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