Businessmap and Wealthbox Integration

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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.

Swap Apps

Businessmap

Wealthbox

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Businessmap and Wealthbox

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.

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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.

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Businessmap

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Connect Businessmap

Sign In

Run node once

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.

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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.

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Businessmap

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Wealthbox

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Connect Wealthbox

Sign In

Run node once

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.

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Businessmap

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Wealthbox

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Wealthbox Oauth 2.0

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Select an action *

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Map

The action ID

Run node once

Set Up the Businessmap 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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Wealthbox

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Trigger on Webhook

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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.

Most powerful ways to connect Businessmap and Wealthbox

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.

Businessmap and Wealthbox integration alternatives

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.

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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FAQ Businessmap and Wealthbox

How can I connect my Businessmap account to Wealthbox using Latenode?

To connect your Businessmap account to Wealthbox on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Businessmap and click on "Connect".
  • Authenticate your Businessmap and Wealthbox accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Create new Wealthbox contacts from new Businessmap users.
  • Update Wealthbox opportunities when Businessmap tasks are completed.
  • Generate project reports in Wealthbox based on Businessmap data.
  • Trigger Businessmap actions based on updates in Wealthbox.
  • Automatically log Businessmap project time in Wealthbox.

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:

  • Complex Businessmap data transformations may require JavaScript knowledge.
  • Real-time data syncing depends on the API rate limits of both apps.
  • Historical data migration requires a custom workflow setup.

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