Pinata Wealthbox CRM Integration using AI Agents
Appy Pie Automate allows you to Integrate Pinata and Wealthbox CRM using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Pinata is the simplest way to upload and manage files on IPFS.
About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Wealthbox CRM IntegrationsEasily set up Pinata Wealthbox CRM Integration without coding. Start automating your workflows and Integrate Pinata with Wealthbox CRM today.
- Triggers
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New PinTriggers when you have a new pinned file.
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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
- Actions
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Pin File
Pins a file to Pinata
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Pin JSON to IPFS
Takes arbitrary JSON payload and pins it to IPFS using Pinata's IPFS nodes.
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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How Pinata and Wealthbox CRM Integrations Work
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Step 1: Choose Pinata as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Wealthbox CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Pinata to Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.