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How to connect Fibery and Wealthbox
Create a New Scenario to Connect Fibery 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 Fibery, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fibery or Wealthbox will be your first step. To do this, click "Choose an app," find Fibery or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Fibery Node
Select the Fibery node from the app selection panel on the right.
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Add the Wealthbox Node
Next, click the plus (+) icon on the Fibery 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 Fibery 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 Fibery 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 Fibery, 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 Fibery and Wealthbox integration works as expected. Depending on your setup, data should flow between Fibery 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 Fibery and Wealthbox
Wealthbox + Fibery + Slack: When a new contact is created in Wealthbox, the automation checks if the contact matches criteria for a high-priority lead. If so, it creates a corresponding entity in Fibery and sends a notification to a designated Slack channel.
Wealthbox + Fibery + Google Sheets: When a contact is updated in either Wealthbox or Fibery, the automation retrieves relevant data from both platforms and logs it as a new row in a Google Sheet for reporting purposes.
Fibery and Wealthbox integration alternatives
About Fibery
Sync Fibery's structured data—tasks, projects, wikis—into Latenode for automated workflows. Trigger actions like sending notifications on status changes or updating other tools. Latenode adds logic and integrations Fibery lacks, building complex flows with no code. Automate cross-functional workflows beyond Fibery's native capabilities.
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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 Fibery and Wealthbox
How can I connect my Fibery account to Wealthbox using Latenode?
To connect your Fibery account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fibery and click on "Connect".
- Authenticate your Fibery and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate client onboarding using Fibery and Wealthbox integration?
Yes, you can! Latenode's visual editor lets you automate onboarding by syncing Fibery project data to Wealthbox, ensuring seamless client management. This saves time and reduces errors.
What types of tasks can I perform by integrating Fibery with Wealthbox?
Integrating Fibery with Wealthbox allows you to perform various tasks, including:
- Automatically creating Wealthbox contacts from new Fibery entries.
- Updating Wealthbox opportunities based on Fibery project status changes.
- Syncing client communication logs between Fibery and Wealthbox.
- Generating Wealthbox tasks from Fibery project milestones.
- Consolidating client data from both platforms for unified reporting.
Can I use JavaScript functions within my Fibery + Wealthbox workflows?
Yes! Latenode allows you to incorporate JavaScript code, enabling you to customize and extend your Fibery and Wealthbox integrations further.
Are there any limitations to the Fibery and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript coding.
- Real-time data synchronization depends on the API rate limits of both apps.
- Some advanced Wealthbox features might not have direct Fibery equivalents.
