Update Person with Pipedrive API on New Event Created from Wealthbox API

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Trigger workflow on

New Event Created from the Wealthbox API

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Update Person with the Pipedrive API

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Getting Started#

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

Select this integration
Configure the New Event Created trigger
1. Connect your Wealthbox account
2. Configure timer
Configure the Update Person action
1. Connect your Pipedrive account
2. Select a Person ID
3. Optional- Configure Name
4. Optional- Select a Owner ID
5. Optional- Select a Organization ID
6. Optional- Configure Emails
7. Optional- Configure Phones
8. Optional- Select a Visible To
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 Event Created on Wealthbox

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

Version:0.0.1

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

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#

Update Person on Pipedrive

Description:Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson)

Version:0.0.5

Key:pipedrive-update-person

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-update-person",
  name: "Update Person",
  description: "Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson)",
  version: "0.0.5",
  type: "action",
  props: {
    pipedriveApp,
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person to update",
      optional: false,
    },
    name: {
      type: "string",
      label: "Name",
      description: "New name of the person",
      optional: true,
    },
    ownerId: {
      label: "Owner ID",
      description: "ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.",
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this person will belong to",
    },
    emails: {
      propDefinition: [
        pipedriveApp,
        "emails",
      ],
    },
    phones: {
      propDefinition: [
        pipedriveApp,
        "phones",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
      description: "Visibility of the person. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.",
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.updatePerson({
          personId: this.personId,
          name: this.name,
          owner_id: this.ownerId,
          org_id: this.organizationId,
          emails: parseObject(this.emails),
          phones: parseObject(this.phones),
          visible_to: this.visibleTo,
        });

      $.export("$summary", `Successfully updated person with ID: ${this.personId}`);

      return resp;

    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Name	`name`	`string`	New name of the person
Owner ID	`ownerId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"email1@email.com", "primary":true, "label":"work"}
Phones	`phones`	`string[]`	Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"12345", "primary":true, "label":"work"}
Visible To	`visibleTo`	`integer`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": 1 }{ "label": "Entire company (shared)", "value": 3 }`

Action Authentication#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

More Ways to Connect Pipedrive + Wealthbox#

Other Popular Integrations#

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Update Person with Pipedrive API on New Event Created from Wealthbox API

Pipedream makes it easy to connect APIs for Pipedrive, Wealthbox and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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