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Automate project updates: connect Businessmap to Wealthbox to instantly reflect project stage changes as client updates. Latenode's visual editor and affordable execution-based pricing make complex sales automations accessible, while JavaScript unlocks deep customization.
Connect Businessmap and Wealthbox in minutes with Latenode.
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Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Wealthbox will be your first step. To do this, click "Choose an app," find Businessmap or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
Businessmap
Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Wealthbox Node
Next, click the plus (+) icon on the Businessmap node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Businessmap
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Wealthbox
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 Businessmap 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 Businessmap and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Businessmap
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and Wealthbox integration works as expected. Depending on your setup, data should flow between Businessmap and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Businessmap + Wealthbox + Slack: When a new project is created in Businessmap, a corresponding client is created in Wealthbox. A notification is then sent to the sales team in Slack to alert them of the new client.
Wealthbox + Businessmap + Google Calendar: When a new contact is added in Wealthbox, a project kickoff task is created in Businessmap and an event for the task is scheduled in Google Calendar.
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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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How can I connect my Businessmap account to Wealthbox using Latenode?
To connect your Businessmap account to Wealthbox on Latenode, follow these steps:
Can I sync new Businessmap project data to Wealthbox?
Yes, you can! Latenode enables seamless data syncing between Businessmap and Wealthbox, ensuring your Wealthbox records are always updated with the latest project progress. This saves time and reduces manual data entry.
What types of tasks can I perform by integrating Businessmap with Wealthbox?
Integrating Businessmap with Wealthbox allows you to perform various tasks, including:
What Businessmap triggers are available in Latenode?
Latenode supports a variety of Businessmap triggers, including new task creation, task updates, and project completion events, which can kickstart powerful automations.
Are there any limitations to the Businessmap and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: