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Automatically create Wealthbox contacts from new Instagram for Business leads and DMs. Latenode's visual editor and affordable execution-based pricing makes lead management smooth and scalable, without complex code.
Connect Instagram for Business and Wealthbox in minutes with Latenode.
Create Instagram for Business to Wealthbox workflow
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Instagram for Business
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Create a New Scenario to Connect Instagram for Business 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 Instagram for Business, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instagram for Business or Wealthbox will be your first step. To do this, click "Choose an app," find Instagram for Business or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Instagram for Business Node
Select the Instagram for Business node from the app selection panel on the right.
Instagram for Business
Configure the Instagram for Business
Click on the Instagram for Business node to configure it. You can modify the Instagram for Business 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 Instagram for Business node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
Instagram for Business
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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 Instagram for Business 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 Instagram for Business 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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Instagram for Business
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Instagram for Business, 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 Instagram for Business and Wealthbox integration works as expected. Depending on your setup, data should flow between Instagram for Business and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Instagram for Business + Wealthbox + Slack: When a new user follows your Instagram for Business account, they are automatically added to Wealthbox as a new lead, and a welcome message is sent to them in Slack.
Wealthbox + Google Sheets + Instagram for Business: When a new contact is created in Wealthbox, their details are logged in Google Sheets. Then, using their name from Google Sheets, the automation tries to find their Instagram profile and update the Google Sheets row with the Instagram profile link if found.
About Instagram for Business
Automate Instagram for Business tasks within Latenode to streamline marketing and social media management. Automatically post content, track engagement, and gather competitor insights. Route data to spreadsheets or CRMs. Latenode’s visual editor and flexible logic let you build custom workflows that adapt to changing needs without code.
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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 Instagram for Business account to Wealthbox using Latenode?
To connect your Instagram for Business account to Wealthbox on Latenode, follow these steps:
Can I automatically create Wealthbox contacts from new Instagram followers?
Yes, you can! Latenode enables seamless automation. New Instagram followers can trigger contact creation in Wealthbox, saving time and ensuring immediate lead capture.
What types of tasks can I perform by integrating Instagram for Business with Wealthbox?
Integrating Instagram for Business with Wealthbox allows you to perform various tasks, including:
Can I filter Instagram for Business data before it reaches Wealthbox?
Yes! Latenode's data transformation blocks and JavaScript support allow precise filtering before updating Wealthbox, ensuring data quality.
Are there any limitations to the Instagram for Business and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: