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Enrich Wealthbox client profiles using Google Vertex AI insights, creating targeted financial strategies faster. Latenode's visual editor and affordable execution pricing let you easily automate and scale AI-driven financial planning, incorporating custom logic via JavaScript when needed.
Connect Google Vertex AI and Wealthbox in minutes with Latenode.
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Create a New Scenario to Connect Google Vertex AI 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 Vertex AI, triggered by another scenario, or executed manually (for testing purposes). In most cases, Google Vertex AI or Wealthbox will be your first step. To do this, click "Choose an app," find Google Vertex AI or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Google Vertex AI Node
Select the Google Vertex AI node from the app selection panel on the right.
Google Vertex AI
Configure the Google Vertex AI
Click on the Google Vertex AI node to configure it. You can modify the Google Vertex AI 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 Vertex AI node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Google Vertex AI
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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 Google Vertex AI 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 Vertex AI and Wealthbox Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Google Vertex AI
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Google Vertex AI, 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 Vertex AI and Wealthbox integration works as expected. Depending on your setup, data should flow between Google Vertex AI and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Wealthbox + Google Vertex AI + Slack: When a client interaction occurs in Wealthbox, use Google Vertex AI to analyze the interaction. Then, send a summary of the analysis to the assigned advisor via Slack.
Wealthbox + Google Vertex AI + Google Sheets: Analyze sales call transcripts using Google Vertex AI, automatically update deal stages in Wealthbox based on the analysis, and track relevant sales metrics in Google Sheets.
About Google Vertex AI
Use Vertex AI in Latenode to build AI-powered automation. Quickly integrate machine learning models for tasks like sentiment analysis or image recognition. Automate data enrichment or content moderation workflows without complex coding. Latenode’s visual editor makes it easier to chain AI tasks and scale them reliably, paying only for the execution time of each flow.
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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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How can I connect my Google Vertex AI account to Wealthbox using Latenode?
To connect your Google Vertex AI account to Wealthbox on Latenode, follow these steps:
Can I summarize client interactions using Vertex AI and Wealthbox?
Yes, you can! Latenode's no-code platform allows you to automatically summarize client interactions stored in Wealthbox using Google Vertex AI, saving time and improving insights.
What types of tasks can I perform by integrating Google Vertex AI with Wealthbox?
Integrating Google Vertex AI with Wealthbox allows you to perform various tasks, including:
How do I manage Google Vertex AI API keys securely in Latenode?
Latenode provides secure storage for your Google Vertex AI API keys, ensuring they are encrypted and protected within your workflows.
Are there any limitations to the Google Vertex AI and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: