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How to connect Formaloo and Wealthbox
Create a New Scenario to Connect Formaloo 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 Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Wealthbox will be your first step. To do this, click "Choose an app," find Formaloo or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo 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 Formaloo 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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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 Formaloo 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 Formaloo 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 Formaloo, 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 Formaloo and Wealthbox integration works as expected. Depending on your setup, data should flow between Formaloo 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 Formaloo and Wealthbox
Formaloo + Wealthbox + Slack: When a new row is added in Formaloo (e.g., a new lead), a new contact is created in Wealthbox. Then, a notification is sent to a Slack channel to alert the sales team about the new lead.
Formaloo + Wealthbox + Google Sheets: When a row is updated in Formaloo (e.g., a survey response), the corresponding contact in Wealthbox is updated. Simultaneously, the changes are recorded in a Google Sheet for auditing purposes.
Formaloo and Wealthbox integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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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 Formaloo and Wealthbox
How can I connect my Formaloo account to Wealthbox using Latenode?
To connect your Formaloo account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox contacts from new Formaloo submissions?
Yes, you can! Latenode's visual editor makes this easy. Update Wealthbox records with new Formaloo data automatically, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Formaloo with Wealthbox?
Integrating Formaloo with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from new Formaloo form submissions.
- Update existing Wealthbox contact information based on Formaloo responses.
- Trigger Wealthbox tasks or events when a Formaloo form is completed.
- Sync Formaloo form data with custom fields in Wealthbox.
- Send automated emails via Wealthbox based on Formaloo form entries.
How can I handle complex logic within the Formaloo and Wealthbox integration?
Latenode lets you add JavaScript and AI to your workflows, which is great for custom data mapping and advanced condition logic.
Are there any limitations to the Formaloo and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both Formaloo and Wealthbox.
- Complex data transformations may require custom JavaScript code.
- File uploads from Formaloo to Wealthbox might require additional configuration due to file size limits.
