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Automatically create Wealthbox contacts from ManyChat leads, ensuring immediate outreach. Latenode’s JavaScript support allows custom data formatting, while affordable pay-by-execution pricing makes lead management efficient at any scale.
Connect ManyChat and Wealthbox in minutes with Latenode.
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Create a New Scenario to Connect ManyChat 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 ManyChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, ManyChat or Wealthbox will be your first step. To do this, click "Choose an app," find ManyChat or Wealthbox, and select the appropriate trigger to start the scenario.
Add the ManyChat Node
Select the ManyChat node from the app selection panel on the right.
ManyChat
Configure the ManyChat
Click on the ManyChat node to configure it. You can modify the ManyChat 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 ManyChat node, select Wealthbox from the list of available apps, and choose the action you need from the list of nodes within Wealthbox.
ManyChat
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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 ManyChat 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 ManyChat 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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ManyChat
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ManyChat, 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 ManyChat and Wealthbox integration works as expected. Depending on your setup, data should flow between ManyChat and Wealthbox (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
ManyChat + Wealthbox + Google Sheets: When a new or updated custom field is registered in ManyChat, a contact is created in Wealthbox if one doesn't already exist. The details of the new contact are then added to a Google Sheet for tracking.
Wealthbox + ManyChat + Calendly: When a task is completed in Wealthbox, a follow-up message is sent via ManyChat to the contact associated with the task. This message includes a link to Calendly to schedule a follow-up meeting.
About ManyChat
Use ManyChat in Latenode to automate personalized messaging based on triggers from other apps. Sync contact data, manage chatbot flows based on CRM updates, or route leads to sales teams via Slack. Build flexible, scalable marketing automation without complex coding or per-step fees using Latenode’s visual editor.
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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 ManyChat account to Wealthbox using Latenode?
To connect your ManyChat account to Wealthbox on Latenode, follow these steps:
Can I add new ManyChat leads to Wealthbox automatically?
Yes, you can! Latenode automates lead creation in Wealthbox from ManyChat, saving time and ensuring no lead is missed. Plus, you can enrich lead data with AI and custom scripts.
What types of tasks can I perform by integrating ManyChat with Wealthbox?
Integrating ManyChat with Wealthbox allows you to perform various tasks, including:
Can I use custom JavaScript to transform data between ManyChat and Wealthbox?
Yes! Latenode allows you to use custom JavaScript code to transform data, offering unparalleled flexibility for complex data mapping needs.
Are there any limitations to the ManyChat and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: