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How to connect ClickSend and Wealthbox
Create a New Scenario to Connect ClickSend 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 ClickSend, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickSend or Wealthbox will be your first step. To do this, click "Choose an app," find ClickSend or Wealthbox, and select the appropriate trigger to start the scenario.
Add the ClickSend Node
Select the ClickSend node from the app selection panel on the right.
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Configure the ClickSend
Click on the ClickSend node to configure it. You can modify the ClickSend 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 ClickSend 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 ClickSend 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 ClickSend 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 ClickSend, 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 ClickSend and Wealthbox integration works as expected. Depending on your setup, data should flow between ClickSend 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 ClickSend and Wealthbox
Wealthbox + ClickSend + Slack: When a deal stage changes in Wealthbox, send an SMS update to the client via ClickSend and notify the team on Slack.
Wealthbox + ClickSend + Google Sheets: When a new contact is added to Wealthbox, send a welcome SMS via ClickSend and log the event in Google Sheets.
ClickSend and Wealthbox integration alternatives
About ClickSend
Use ClickSend in Latenode to automate SMS, email, or voice messaging. Build workflows that trigger messages based on events in your other apps. Improve customer engagement by automating personalized notifications. Latenode’s visual editor simplifies integration and scales your outreach without extra code or per-step costs.
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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 ClickSend and Wealthbox
How can I connect my ClickSend account to Wealthbox using Latenode?
To connect your ClickSend account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickSend and click on "Connect".
- Authenticate your ClickSend and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate SMS appointment reminders via Wealthbox?
Yes, you can! Latenode lets you trigger ClickSend SMS from Wealthbox events, ensuring timely reminders, improving client communication, and boosting appointment attendance.
What types of tasks can I perform by integrating ClickSend with Wealthbox?
Integrating ClickSend with Wealthbox allows you to perform various tasks, including:
- Send SMS updates to clients when opportunities change stages.
- Automatically create ClickSend contacts from new Wealthbox contacts.
- Trigger SMS campaigns based on Wealthbox event triggers.
- Log SMS interactions in Wealthbox as notes for each contact.
- Send automated thank-you SMS messages after closed deals.
How does Latenode handle ClickSend message personalization?
Latenode supports advanced personalization using data from Wealthbox. Use no-code blocks or JavaScript for custom messaging.
Are there any limitations to the ClickSend and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Wealthbox data structures might require JavaScript for advanced parsing.
- SMS delivery rates depend on ClickSend's service and carrier policies.
- Initial setup requires understanding of both ClickSend and Wealthbox APIs.
