.svg){kind=icon}
How to connect Fillout and Wealthbox
Create a New Scenario to Connect Fillout 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 Fillout, triggered by another scenario, or executed manually (for testing purposes). In most cases, Fillout or Wealthbox will be your first step. To do this, click "Choose an app," find Fillout or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Fillout Node
Select the Fillout node from the app selection panel on the right.
+
1
Fillout
Add the Wealthbox Node
Next, click the plus (+) icon on the Fillout node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
1
Fillout
âš™
+
2
Wealthbox
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 Fillout 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 Fillout 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.
5
JavaScript
âš™
6
AI Anthropic Claude 3
âš™
+
7
Wealthbox
1
Trigger on Webhook
âš™
2
Fillout
âš™
âš™
3
Iterator
âš™
+
4
Webhook response
Save and Activate the Scenario
After configuring Fillout, 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 Fillout and Wealthbox integration works as expected. Depending on your setup, data should flow between Fillout 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 Fillout and Wealthbox
Fillout + Wealthbox + Slack: When a new client form is submitted in Fillout, a new contact is created in Wealthbox. Then, a message is sent to a specified Slack channel to notify the sales team of the new contact.
Wealthbox + Fillout + Google Sheets: When a new project is created in Wealthbox, relevant information from the associated Fillout form submission is added as a new row to a specified Google Sheet.
Fillout and Wealthbox integration alternatives
About Fillout
Use Fillout forms in Latenode to collect data and instantly trigger workflows. Instead of manual exports, automate follow-ups, database updates, or personalized emails based on form responses. Latenode lets you parse, transform, and route Fillout data to any app with full control and no per-step pricing.
Similar apps
Related categories
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.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Fillout and Wealthbox
How can I connect my Fillout account to Wealthbox using Latenode?
To connect your Fillout account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Fillout and click on "Connect".
- Authenticate your Fillout and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update client data from Fillout submissions?
Yes, you can! Latenode lets you map Fillout data directly into Wealthbox fields, keeping client records current without manual entry. Benefit from real-time, accurate data synching.
What types of tasks can I perform by integrating Fillout with Wealthbox?
Integrating Fillout with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from Fillout form submissions.
- Update existing Wealthbox contact details with Fillout data.
- Trigger automated follow-ups in Wealthbox based on Fillout responses.
- Send customized thank-you emails using Fillout data and Wealthbox contacts.
- Log form submission data as notes within Wealthbox contact records.
Can I use conditional logic with Fillout fields in Latenode?
Yes! Latenode allows robust conditional logic, using Fillout data to dynamically update Wealthbox, offering advanced automation.
Are there any limitations to the Fillout and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form structures in Fillout might require custom mapping.
- Real-time updates depend on the API request limits of both services.
- Advanced data transformations may require JavaScript knowledge.
