.svg){kind=icon}
How to connect HighLevel and Wealthbox
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Wealthbox will be your first step. To do this, click "Choose an app," find HighLevel or Wealthbox, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
+
1
HighLevel
Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
1
HighLevel
⚙
+
2
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 HighLevel 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 HighLevel 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Wealthbox
1
Trigger on Webhook
⚙
2
HighLevel
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring HighLevel, 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 HighLevel and Wealthbox integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Wealthbox
HighLevel + Wealthbox + Google Sheets: When a new contact is created in HighLevel, a corresponding contact is created in Wealthbox, and the contact details are logged in Google Sheets for reporting purposes.
Wealthbox + HighLevel + Zoom: When a new task is created in Wealthbox, a Zoom meeting is scheduled, the contact details are updated in HighLevel, and an invitation is sent to the contact.
HighLevel and Wealthbox integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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
.svg)
.png)
FAQ HighLevel and Wealthbox
How can I connect my HighLevel account to Wealthbox using Latenode?
To connect your HighLevel account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox contacts from HighLevel?
Yes, with Latenode you can! Trigger updates in Wealthbox whenever a contact is updated in HighLevel. Keep your client data synchronized effortlessly and in real-time using our visual workflow builder.
What types of tasks can I perform by integrating HighLevel with Wealthbox?
Integrating HighLevel with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from HighLevel form submissions.
- Update Wealthbox opportunities when deals are closed in HighLevel.
- Trigger HighLevel campaigns based on Wealthbox contact activity.
- Sync contact information between both platforms automatically.
- Log HighLevel communications within Wealthbox contact timelines.
How secure is HighLevel data when used with Latenode?
Latenode employs robust security measures, including encryption and access controls, to protect your HighLevel data during integration and workflow execution.
Are there any limitations to the HighLevel and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Rate limits imposed by HighLevel and Wealthbox APIs may affect performance.
- Historical data synchronization is not supported out-of-the-box.
