Delete a Subscription with Pipedream API on New Contact Created from Wealthbox API

Pipedream makes it easy to connect APIs for Pipedream, Wealthbox and 2,400+ other apps remarkably fast.

Trigger workflow on

New Contact Created from the Wealthbox API

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Delete a Subscription with the Pipedream API

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Getting Started#

This integration creates a workflow with a Wealthbox trigger and Pipedream action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Created trigger
1. Connect your Wealthbox account
2. Configure timer
Configure the Delete a Subscription action
1. Connect your Pipedream account
2. Select a Subscription category
3. Select a Subscription source
4. Optional- Select a Event name
5. Configure Listener ID
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger#

New Contact Created on Wealthbox

Description:Emit new event for each contact created. [See the documentation](http://dev.wealthbox.com/#contacts-retrieve-all-contacts-get)

Version:0.0.1

Key:wealthbox-new-contact-created

View on GitHub

Wealthbox Overview#

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.

Trigger Code#

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

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

Trigger 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`

Trigger 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.

Action#

Delete a Subscription on Pipedream

Description:Delete a Subscription. [See Doc](https://pipedream.com/docs/api/rest/#delete-a-subscription)

Version:0.1.0

Key:pipedream-delete-subscription

View on GitHub

Pipedream Overview#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Action Code#

import pipedream from "../../pipedream.app.mjs";

export default {
  key: "pipedream-delete-subscription",
  name: "Delete a Subscription",
  description: "Delete a Subscription. [See Doc](https://pipedream.com/docs/api/rest/#delete-a-subscription)",
  version: "0.1.0",
  type: "action",
  props: {
    pipedream,
    subscriptionCategory: {
      propDefinition: [
        pipedream,
        "subscriptionCategory",
      ],
    },
    subscriptionSource: {
      propDefinition: [
        pipedream,
        "subscriptionSource",
        (c) => ({
          subscriptionCategory: c.subscriptionCategory,
        }),
      ],
    },
    eventName: {
      propDefinition: [
        pipedream,
        "eventName",
      ],
    },
    listenerId: {
      propDefinition: [
        pipedream,
        "listenerId",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.pipedream
      .deleteSubscription(this.subscriptionSource, this.listenerId, this.eventName);
    response?.data?.length > 0 && $.export("$summary", "Successfully deleted Subscription");
    return response;
  },
};

Action Configuration#

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

Label	Prop	Type	Description
Pipedream	`pipedream`	`app`	This component uses the Pipedream app.
Subscription category	`subscriptionCategory`	`string`	Select a value from the drop down menu:`OrganisationUserGlob patterns`
Subscription source	`subscriptionSource`	`string`	Select a value from the drop down menu.
Event name	`eventName`	`string`	Select a value from the drop down menu:`$errors$logs`
Listener ID	`listenerId`	`string`	The ID of the component or workflow you'd like to receive events

Delete a Subscription with Pipedream API on New Contact Created from Wealthbox API

Pipedream makes it easy to connect APIs for Pipedream, Wealthbox and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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