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How to connect Google docs and Wealthbox
Create a New Scenario to Connect Google docs 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 Google docs, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google docs or Wealthbox will be your first step. To do this, click "Choose an app," find Google docs or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Google docs Node
Select the Google docs node from the app selection panel on the right.
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Configure the Google docs
Click on the Google docs node to configure it. You can modify the Google docs 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 Google docs 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 Google docs 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 Google docs 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 Google docs, 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 Google docs and Wealthbox integration works as expected. Depending on your setup, data should flow between Google docs 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 Google docs and Wealthbox
Google Docs + Wealthbox + Slack: After a client meeting, a summary is created as a new document in Google Docs from text. This document's content is then used to create a note within the client's profile in Wealthbox, and finally, a notification is sent to the team in Slack.
Wealthbox + Google Docs + PandaDoc: When a deal reaches a specific stage in Wealthbox and a project is created, a contract is automatically generated in Google Docs using an existing template. This document is then sent to the client via PandaDoc.
Google docs and Wealthbox integration alternatives
About Google docs
Automate document creation and updates with Google Docs in Latenode. Populate templates, extract text, and trigger workflows based on document changes. Connect Google Docs to CRMs, databases, or marketing tools to streamline content generation and approval processes. Less manual work, more consistent documents, and automated collaboration.
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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 Google docs and Wealthbox
How can I connect my Google docs account to Wealthbox using Latenode?
To connect your Google docs account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google docs and click on "Connect".
- Authenticate your Google docs and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically archive client documents to Wealthbox?
Yes, you can! Latenode's visual editor makes it easy to move Google docs to Wealthbox. Archive documents automatically after client interaction and improve compliance.
What types of tasks can I perform by integrating Google docs with Wealthbox?
Integrating Google docs with Wealthbox allows you to perform various tasks, including:
- Create Wealthbox contacts from new Google docs submissions.
- Generate personalized documents using Wealthbox data.
- Archive client-related Google docs directly to Wealthbox.
- Update Wealthbox records when a Google doc is modified.
- Trigger Google docs creation from Wealthbox deal stages.
How can I use AI with Google docs and Wealthbox on Latenode?
Latenode lets you use AI to analyze Google docs content, update Wealthbox records, and summarize information for better client insights.
Are there any limitations to the Google docs and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document formatting may not fully translate.
- Very large documents may experience processing delays.
- Real-time updates depend on API availability and rate limits.
