What do you want to automate

with Zep and Wealthbox?

Prompt, edit and deploy AI agents that connect to Zep, Wealthbox and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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Add Memory to Session with Zep API on New Contact Created from Wealthbox API
Wealthbox + Zep
 
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Add Memory to Session with Zep API on New Event Created from Wealthbox API
Wealthbox + Zep
 
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Add Memory to Session with Zep API on New Opportunity Created from Wealthbox API
Wealthbox + Zep
 
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Add Memory to Session with Zep API on New Task Created from Wealthbox API
Wealthbox + Zep
 
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Add User with Zep API on New Contact Created from Wealthbox API
Wealthbox + Zep
 
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New Message in Session from the Zep API

Emit new event when a message is added to a session. See the documentation

 
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New Session Created from the Zep API

Emit new event when a new session is created in Zep. See the documentation

 
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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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Session Updated from the Zep API

Emit new event when an existing session is updated. 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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Add Memory to Session with the Zep API

Adds memory to an existing session in Zep. See the documentation

 
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Create Contact with the Wealthbox API

Create a new contact. See the documentation

 
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Add User with the Zep API

Adds a user in Zep. See the documentation

 
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Create Event with the Wealthbox API

Create a new event. See the documentation

 
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Create Session with the Zep API

Creates a new session in Zep. See the documentation

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

Connect Zep

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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}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo