How to connect Patreon and Wealthbox
Create a New Scenario to Connect Patreon 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 Patreon, triggered by another scenario, or executed manually (for testing purposes). In most cases, Patreon or Wealthbox will be your first step. To do this, click "Choose an app," find Patreon or Wealthbox, and select the appropriate trigger to start the scenario.

Add the Patreon Node
Select the Patreon node from the app selection panel on the right.

Patreon
Add the Wealthbox Node
Next, click the plus (+) icon on the Patreon 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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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 Patreon 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 Patreon 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.

JavaScript
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AI Anthropic Claude 3
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Wealthbox
Trigger on Webhook
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Patreon
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Patreon, 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 Patreon and Wealthbox integration works as expected. Depending on your setup, data should flow between Patreon 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 Patreon and Wealthbox
Patreon + Wealthbox + Discord bot: When a new member joins your Patreon, a new contact is created in Wealthbox, and a welcome message is posted in a Discord channel.
Patreon + Wealthbox + Gmail: When a contact is created in Wealthbox, triggered by a new Patreon member, a personalized thank-you email is sent via Gmail.
Patreon and Wealthbox integration alternatives
About Patreon
Automate Patreon workflows in Latenode. Get notified about new patrons, manage membership tiers, and sync data to other apps. Trigger personalized email campaigns, update spreadsheets, and manage Discord roles automatically when someone joins or changes their pledge, without manual work. Extend Patreon’s capabilities with no-code logic or JavaScript for custom actions.
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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
FAQ Patreon and Wealthbox
How can I connect my Patreon account to Wealthbox using Latenode?
To connect your Patreon account to Wealthbox on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Patreon and click on "Connect".
- Authenticate your Patreon and Wealthbox accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Wealthbox with new Patreon members?
Yes, you can! Latenode lets you automatically create or update Wealthbox contacts when someone joins your Patreon, keeping your CRM current without manual data entry. Enjoy seamless updates!
What types of tasks can I perform by integrating Patreon with Wealthbox?
Integrating Patreon with Wealthbox allows you to perform various tasks, including:
- Create new Wealthbox contacts from new Patreon patrons.
- Update existing Wealthbox contacts with Patreon membership data.
- Trigger follow-up tasks in Wealthbox for high-value Patreon patrons.
- Segment Wealthbox contacts based on Patreon tier levels.
- Send personalized thank-you notes via Wealthbox to new patrons.
Can I use JavaScript to transform Patreon data before sending it to Wealthbox?
Yes! Latenode supports JavaScript code blocks, enabling complex data transformations before updating Wealthbox with Patreon information. Tailor the integration to your needs.
Are there any limitations to the Patreon and Wealthbox integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical Patreon data prior to integration setup isn't automatically synced.
- Wealthbox API rate limits may affect large-scale data updates.
- Custom fields in Wealthbox require manual mapping during workflow configuration.