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How to connect GoCanvas and Wealthbox
Create a New Scenario to Connect GoCanvas 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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Wealthbox will be your first step. To do this, click "Choose an app," find GoCanvas or Wealthbox, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas 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 GoCanvas, 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 GoCanvas and Wealthbox integration works as expected. Depending on your setup, data should flow between GoCanvas 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 GoCanvas and Wealthbox
GoCanvas + Wealthbox + QuickBooks: When a new form is submitted in GoCanvas, this automation updates the corresponding client's information in Wealthbox. Then, it creates an invoice in QuickBooks for the services detailed in the GoCanvas form.
GoCanvas + Wealthbox + Google Sheets: When new inspection forms are submitted via GoCanvas, the relevant client data in Wealthbox is updated. The details of the inspection and the updated client information are then logged in a Google Sheet.
GoCanvas and Wealthbox integration alternatives
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
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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 GoCanvas and Wealthbox
How can I connect my GoCanvas account to Wealthbox using Latenode?
To connect your GoCanvas account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wealthbox contacts from new GoCanvas submissions?
Yes, you can! Latenode's visual editor makes it easy to trigger Wealthbox contact creation from GoCanvas data, ensuring seamless lead management and eliminating manual entry.
What types of tasks can I perform by integrating GoCanvas with Wealthbox?
Integrating GoCanvas with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contact records from GoCanvas form submissions.
- Update existing Wealthbox contact details based on GoCanvas data.
- Trigger Wealthbox tasks when specific GoCanvas forms are completed.
- Log GoCanvas form data as notes within Wealthbox contact records.
- Automatically update opportunity stages in Wealthbox after a GoCanvas inspection.
How do I handle errors between GoCanvas and Wealthbox inside Latenode?
Latenode provides detailed error logs and allows you to set up custom error handling, ensuring reliable data flow between GoCanvas and Wealthbox.
Are there any limitations to the GoCanvas and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas calculations might require JavaScript for full fidelity.
- Wealthbox API rate limits may affect high-volume data transfers.
- Attachments from GoCanvas might need additional processing for Wealthbox.
