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Automate client prospecting by connecting Feedly articles to Wealthbox, logging newsworthy events, and tracking sentiment for each contact using Latenode's flexible integration via API and Headless Browser.
Connect Feedly and Wealthbox in minutes with Latenode.
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In the workspace, click the “Create New Scenario” button.

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Feedly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Feedly or Wealthbox will be your first step. To do this, click "Choose an app," find Feedly or Wealthbox, and select the appropriate trigger to start the scenario.

Select the Feedly node from the app selection panel on the right.

Feedly
Next, click the plus (+) icon on the Feedly node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.

Feedly
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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.
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
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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Feedly
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Iterator
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Webhook response
After configuring Feedly, 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.
Run the scenario by clicking “Run once” and triggering an event to check if the Feedly and Wealthbox integration works as expected. Depending on your setup, data should flow between Feedly and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Feedly + Wealthbox + Slack: When a new article matching client interests is published in Feedly, a contact is found in Wealthbox based on the article's keywords. Then, a Slack message is sent to the relationship manager containing a summary of the article and the associated Wealthbox contact.
Wealthbox + Feedly + Google Sheets: When a new contact is created in Wealthbox, the contact's company and industry are extracted. A new Feedly feed is then created based on the industry, and this feed information, along with the contact's details, is logged in a Google Sheet.
About Feedly
Aggregate and filter Feedly articles within Latenode to automate content-driven workflows. Track brand mentions, industry trends, or competitor activity, then instantly trigger actions like posting to social media, updating databases, or notifying teams—all based on custom rules and logic.
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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 Feedly account to Wealthbox using Latenode?
To connect your Feedly account to Wealthbox on Latenode, follow these steps:
Can I create Wealthbox tasks from Feedly articles?
Yes, Latenode's Feedly and Wealthbox integration allows you to automatically create Wealthbox tasks from Feedly articles. This ensures you never miss important client-related updates and streamline your workflow.
What types of tasks can I perform by integrating Feedly with Wealthbox?
Integrating Feedly with Wealthbox allows you to perform various tasks, including:
How can I filter Feedly articles before sending data to Wealthbox?
Latenode lets you apply advanced filters using JavaScript code or AI to ensure only relevant Feedly articles trigger Wealthbox updates, saving time and improving data accuracy.
Are there any limitations to the Feedly and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: