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How to connect Feedly and Wealthbox
Create a New Scenario to Connect Feedly 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 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.
Add the Feedly Node
Select the Feedly node from the app selection panel on the right.
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Add the Wealthbox Node
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.
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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 Feedly 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 Feedly 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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Save and Activate the Scenario
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.
Test the Scenario
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.
Most powerful ways to connect Feedly and Wealthbox
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.
Feedly and Wealthbox integration alternatives
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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FAQ Feedly and Wealthbox
How can I connect my Feedly account to Wealthbox using Latenode?
To connect your Feedly account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Feedly and click on "Connect".
- Authenticate your Feedly and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Create new Wealthbox contacts from Feedly articles mentioning key individuals.
- Add notes to Wealthbox client records based on relevant Feedly news updates.
- Trigger follow-up tasks in Wealthbox when specific articles are saved in Feedly.
- Update client opportunity stages in Wealthbox when industry trends emerge in Feedly.
- Send daily summaries of relevant Feedly articles to Wealthbox users.
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:
- Real-time updates depend on the polling frequency configured in your Latenode workflow.
- Historical data migration between Feedly and Wealthbox may require custom scripting.
- Complex data transformations may require advanced JavaScript knowledge or AI assistance.
