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How to connect Kommo and Wealthbox
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or Wealthbox will be your first step. To do this, click "Choose an app," find Kommo or Wealthbox, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the Wealthbox Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Kommo, 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 Kommo and Wealthbox integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and Wealthbox
Kommo + Wealthbox + Google Sheets: Whenever a new lead is created in either Kommo or Wealthbox, the lead information is added as a new row in Google Sheets. This allows for combined sales analysis in one place.
Wealthbox + Kommo + Slack: When a new contact is created in Wealthbox or a new lead is created in Kommo, a notification is sent to a designated Slack channel to alert the team for quick follow-up.
Kommo and Wealthbox integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
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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 Kommo and Wealthbox
How can I connect my Kommo account to Wealthbox using Latenode?
To connect your Kommo account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Kommo leads as Wealthbox contacts?
Yes, you can! Latenode lets you automatically sync new Kommo leads as Wealthbox contacts, keeping your data consistent. Benefit from real-time updates without manual data entry.
What types of tasks can I perform by integrating Kommo with Wealthbox?
Integrating Kommo with Wealthbox allows you to perform various tasks, including:
- Create Wealthbox contacts from new Kommo leads automatically.
- Update Wealthbox opportunities when Kommo deals change stages.
- Trigger Kommo tasks when new Wealthbox contacts are added.
- Sync contact information between Kommo and Wealthbox in real-time.
- Send customized reports combining Kommo and Wealthbox data.
What Kommo triggers are available within Latenode workflows?
Latenode provides triggers for new leads, updated deals, and new tasks within Kommo, allowing you to automate related processes.
Are there any limitations to the Kommo and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration requires manual configuration.
- Complex data transformations might need JavaScript code.
- Real-time sync depends on the API rate limits.
