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How to connect Contacts+ and Wealthbox
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Wealthbox will be your first step. To do this, click "Choose an app," find Contacts+ or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Wealthbox integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Wealthbox
Contacts+ + Wealthbox + Google Sheets: When a new contact is added in Contacts+, it is automatically created in Wealthbox. The contact's details are then logged in a Google Sheets spreadsheet for reporting purposes.
Wealthbox + Contacts+ + Slack: When a contact is updated in Wealthbox, the corresponding contact details are updated in Contacts+. A notification is then sent to a designated Slack channel to inform the team about the update.
Contacts+ and Wealthbox integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Wealthbox
How can I connect my Contacts+ account to Wealthbox using Latenode?
To connect your Contacts+ account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox contacts from Contacts+?
Yes, you can! Latenode allows real-time synchronization, ensuring Wealthbox always reflects the latest Contacts+ data. Keep your CRM current automatically.
What types of tasks can I perform by integrating Contacts+ with Wealthbox?
Integrating Contacts+ with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from new Contacts+ entries.
- Update Wealthbox contacts when Contacts+ profiles change.
- Trigger email campaigns in Wealthbox based on Contacts+ tags.
- Automatically log contact interactions from Contacts+ in Wealthbox.
- Enrich Wealthbox contact data using Contacts+ information.
Can I filter which Contacts+ contacts sync to Wealthbox?
Yes! With Latenode, use advanced filters and custom JavaScript logic to precisely control which contacts synchronize.
Are there any limitations to the Contacts+ and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial sync may take time depending on the contact volume.
- Custom field mapping requires familiarity with data structures.
- API rate limits of Contacts+ and Wealthbox apply.
