How to connect Google Drive and Wealthbox
Create a New Scenario to Connect Google Drive 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 Drive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Drive or Wealthbox will be your first step. To do this, click "Choose an app," find Google Drive or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Google Drive Node
Select the Google Drive node from the app selection panel on the right.


Google Drive

Configure the Google Drive
Click on the Google Drive node to configure it. You can modify the Google Drive 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 Drive node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.


Google Drive
âš™
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 Google Drive 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 Drive 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.

JavaScript
âš™
AI Anthropic Claude 3
âš™
Wealthbox
Trigger on Webhook
âš™

Google Drive
âš™
âš™
Iterator
âš™
Webhook response

Save and Activate the Scenario
After configuring Google Drive, 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 Drive and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Drive 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 Drive and Wealthbox
Google Drive + Wealthbox + Slack: When a new file is added to a specific folder in Google Drive, find the corresponding contact in Wealthbox. Then, send a Slack notification to the financial advisor with a link to the file and the client's Wealthbox record.
Wealthbox + PandaDoc + Google Drive: When a new project is created in Wealthbox, create a document from a PandaDoc template, then save the generated document to a specified folder in Google Drive.
Google Drive and Wealthbox integration alternatives

About Google Drive
Automate file management with Google Drive in Latenode. Trigger workflows from new files, automatically back up data, or sync documents across platforms. Use Latenode's visual editor and built-in tools for custom logic, JavaScript, and AI. Scale your Google Drive workflows without code and connect to any service.
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
FAQ Google Drive and Wealthbox
How can I connect my Google Drive account to Wealthbox using Latenode?
To connect your Google Drive account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Google Drive and click on "Connect".
- Authenticate your Google Drive and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically save Wealthbox documents to Google Drive?
Yes, you can! Latenode lets you automatically back up Wealthbox files to Google Drive. This ensures data is secure and easily accessible, leveraging Latenode's reliable automation.
What types of tasks can I perform by integrating Google Drive with Wealthbox?
Integrating Google Drive with Wealthbox allows you to perform various tasks, including:
- Automatically backing up Wealthbox client documents to Google Drive.
- Creating new Wealthbox contacts from Google Drive spreadsheet data.
- Generating Google Docs from Wealthbox contact information.
- Sharing Google Drive files directly within Wealthbox contact records.
- Triggering Wealthbox updates when new files are added to Google Drive.
How secure is the Google Drive integration on Latenode?
Latenode uses secure authentication protocols to protect your Google Drive and Wealthbox data during integration and workflow execution.
Are there any limitations to the Google Drive and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers may experience delays.
- Real-time synchronization depends on API availability.
- Complex document formatting may require custom JavaScript code.