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How to connect Basin and Wealthbox
Create a New Scenario to Connect Basin and Wealthbox
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Wealthbox will be your first step. To do this, click "Choose an app," find Basin or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Wealthbox Node
Next, click the plus (+) icon on the Basin node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
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Authenticate Wealthbox
Now, click the Wealthbox node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wealthbox settings. Authentication allows you to use Wealthbox through Latenode.
Configure the Basin and Wealthbox Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Basin and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Basin, Wealthbox, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Basin and Wealthbox integration works as expected. Depending on your setup, data should flow between Basin and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Basin and Wealthbox
Basin + Wealthbox + Slack: When a new submission is received in Basin, a new person contact is created in Wealthbox. Then, a notification is sent to a designated Slack channel to alert the sales team of the new lead.
Wealthbox + Basin + Google Sheets: When a person contact is updated in Wealthbox, the information is used to pre-populate a lead capture form in Basin, and the form submissions are tracked in Google Sheets. The new information is added as a new row to the Google Sheet.
Basin and Wealthbox integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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About Wealthbox
Automate Wealthbox tasks inside Latenode to streamline financial workflows. Create clients, manage opportunities, or trigger actions based on CRM data. Connect Wealthbox to other apps and add custom logic using Latenode’s visual editor and code functions for seamless automation without manual steps.
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See how Latenode works
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FAQ Basin and Wealthbox
How can I connect my Basin account to Wealthbox using Latenode?
To connect your Basin account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically add new Basin leads to Wealthbox?
Yes, you can! Latenode's visual builder makes this easy, with options for advanced filtering and custom field mapping to ensure accurate lead capture and seamless Wealthbox updates.
What types of tasks can I perform by integrating Basin with Wealthbox?
Integrating Basin with Wealthbox allows you to perform various tasks, including:
- Automatically creating new Wealthbox contacts from Basin form submissions.
- Triggering Wealthbox tasks when a high-value lead submits a Basin form.
- Updating Wealthbox contact information based on new data from Basin surveys.
- Sending personalized follow-up emails through Wealthbox after Basin form completion.
- Creating detailed reports in Wealthbox based on aggregated Basin form data.
HowsecureistheBasinintegrationwithWealthboxonLatenode?
Latenodeemploysrobustsecuritymeasures,includingencryptionandsecureauthenticationprotocols,ensuringyourBasinandWealthboxdataisprotectedduringtransferandstorage.
Are there any limitations to the Basin and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Basin forms with many fields might require custom mapping in Latenode.
- Real-time synchronization depends on the API rate limits of both Basin and Wealthbox.
- Advanced Wealthbox features might require custom JavaScript coding within Latenode.
