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How to connect LiveChat and Wealthbox
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or Wealthbox will be your first step. To do this, click "Choose an app," find LiveChat or Wealthbox, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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 LiveChat, 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 LiveChat and Wealthbox integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and Wealthbox
LiveChat + Wealthbox + Slack: When a new chat comes into LiveChat, create a new task in Wealthbox to follow up, then send a notification to a Slack channel to alert the sales team.
LiveChat + Wealthbox + Google Calendar: When a chat is deactivated in LiveChat, create a person contact in Wealthbox if one doesn't already exist. Then, create a follow-up event in Google Calendar.
LiveChat and Wealthbox integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and 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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FAQ LiveChat and Wealthbox
How can I connect my LiveChat account to Wealthbox using Latenode?
To connect your LiveChat account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wealthbox contacts from new LiveChat transcripts?
Yes, you can! Latenode's visual builder allows for seamless contact creation, ensuring no lead is missed. Enhance with JavaScript code for advanced data mapping and filtering.
What types of tasks can I perform by integrating LiveChat with Wealthbox?
Integrating LiveChat with Wealthbox allows you to perform various tasks, including:
- Automatically create new Wealthbox leads from LiveChat conversations.
- Log LiveChat transcripts as notes on Wealthbox contact records.
- Update Wealthbox contact information based on LiveChat interactions.
- Trigger Wealthbox tasks when specific keywords appear in LiveChat.
- Send automated welcome messages via LiveChat to new Wealthbox contacts.
Can I use LiveChat triggers to update custom fields in Wealthbox?
Yes! Latenode enables precise data mapping using no-code tools or JavaScript, ensuring custom fields are accurately updated from LiveChat triggers.
Are there any limitations to the LiveChat and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data prior to integration setup cannot be automatically transferred to Wealthbox.
- Complex data transformations may require JavaScript knowledge for optimal results.
- The integration relies on the availability and stability of the LiveChat and Wealthbox APIs.
