with Wealthbox and Python?
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event for each opportunity created. See the documentation
Emit new event for each task created. See the documentation
Create a new contact. See the documentation
Write Python and use any of the 350k+ PyPi packages available. Refer to the Pipedream Python docs to learn more.
Create a new event. See the documentation
Create a new opportunity. See the documentation
Create a new task. See the documentation
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.
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}`,
},
})
},
})
Develop, run and deploy your Python code in Pipedream workflows. Integrate seamlessly between no-code steps, with connected accounts, or integrate Data Stores and manipulate files within a workflow
This includes installing PyPI packages, within your code without having to manage a requirements.txt file or running pip.
Below is an example of using Python to access data from the trigger of the workflow, and sharing it with subsequent workflow steps:
def handler(pd: "pipedream"):
# Reference data from previous steps
print(pd.steps["trigger"]["context"]["id"])
# Return data for use in future steps
return {"foo": {"test":True}}