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How to connect Beamer and Wealthbox
Create a New Scenario to Connect Beamer 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 Beamer, triggered by another scenario, or executed manually (for testing purposes). In most cases, Beamer or Wealthbox will be your first step. To do this, click "Choose an app," find Beamer or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Beamer Node
Select the Beamer node from the app selection panel on the right.
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Add the Wealthbox Node
Next, click the plus (+) icon on the Beamer 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 Beamer 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 Beamer 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Beamer, 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 Beamer and Wealthbox integration works as expected. Depending on your setup, data should flow between Beamer 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 Beamer and Wealthbox
Beamer + Wealthbox + Slack: When a new post is created in Beamer, find associated contacts in Wealthbox and send a Slack message to the sales team with a link to the Beamer post and relevant Wealthbox contacts.
Wealthbox + Beamer + Google Sheets: Log client interactions from Wealthbox and new Beamer updates into a Google Sheet. When a new task is created in Wealthbox or a new post is created in Beamer, add a row to a Google Sheet with details for reporting purposes.
Beamer and Wealthbox integration alternatives
About Beamer
Use Beamer in Latenode to automate product update notifications based on user behavior. Trigger targeted announcements directly within your workflows. Combine Beamer with Latenode's data transformation and scheduling tools for more precise and automated communication. Scale your outreach without complex coding.
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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 Beamer and Wealthbox
How can I connect my Beamer account to Wealthbox using Latenode?
To connect your Beamer account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Beamer and click on "Connect".
- Authenticate your Beamer and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Wealthbox tasks from new Beamer updates?
Yes, you can! Latenode allows you to trigger Wealthbox actions based on Beamer updates. This ensures your CRM is always up-to-date when important announcements are made.
What types of tasks can I perform by integrating Beamer with Wealthbox?
Integrating Beamer with Wealthbox allows you to perform various tasks, including:
- Create a new Wealthbox contact when a user reacts to a Beamer update.
- Add notes to a Wealthbox contact from user feedback in Beamer.
- Update Wealthbox opportunities based on product announcements in Beamer.
- Send personalized Beamer updates to Wealthbox contact segments.
- Automatically log Beamer announcement views in Wealthbox activity.
How can I filter Beamer updates before updating Wealthbox?
Latenode's visual editor and JavaScript blocks enable precise filtering. Process only relevant Beamer updates based on content, user segment, or reactions.
Are there any limitations to the Beamer and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data from Beamer prior to integration might not be easily accessible.
- Complex data transformations may require JavaScript coding for advanced use cases.
- Rate limits imposed by Beamer and Wealthbox APIs can affect high-volume workflows.
