Connect Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) integrations

Connect Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Action
Select an action...
Wealthbox

Adds a member to the household.

Wealthbox

Completes a workflow step.

Wealthbox

Creates a new contact.

Wealthbox

Creates a new event.

Wealthbox

Creates a new opportunity.

Wealthbox

Creates a new note.

Wealthbox

Creates a new project.

Wealthbox

Creates a new task.

Wealthbox

Creates a new workflow.

Wealthbox

Deletes a specific contact using its unique identifier.

Wealthbox

Removes a member from a household.

Wealthbox

Deletes an existing event from your account (workspace).

Wealthbox

Deletes an existing opportunity from your account (workspace).

Wealthbox

Deletes an existing project from your account (workspace).

Wealthbox

Deletes an existing task from your account (workspace).

Wealthbox

Retrieves a specific contact using its unique identifier.

Wealthbox

Retrieves a specific event using its unique identifier.

Wealthbox

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Retrieves a specific note using its unique identifier. 

Wealthbox

Retrieves a specific project using its unique identifier.

Wealthbox

Retrieves a specific task using its unique identifier.

Wealthbox

Retrieves a specific workflow using its unique identifier.

Wealthbox

Performs an arbitrary authorized API call.

Wealthbox

Reverts a workflow step.

Wealthbox

Updates a specific contact using its unique identifier.

Wealthbox

Updates an existing event with new properties.

Wealthbox

Updates an existing opportunity with new properties.

Wealthbox

Updates an existing note with new properties.

Wealthbox

Updates an existing project with new properties.

Wealthbox

Updates an existing task with new properties.

Wealthbox

Updates an existing workflow with new properties.

Wealthbox
OpenAI (DALL-E & ChatGPT)
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Action
Select an action...
OpenAI (DALL-E & ChatGPT)

Adds files to a specified vector store or, if not specified, creates a new vector store based on the configuration.

OpenAI (DALL-E & ChatGPT)

Analyzes images according to specified instructions.

OpenAI (DALL-E & ChatGPT)

Cancels an "in-progress" batch. The batch will be in status "cancelling" for up to 10 minutes, before changing to "cancelled", where it will have partial results (if any) available in the output file.

OpenAI (DALL-E & ChatGPT)

Creates and executes a batch of API calls.

OpenAI (DALL-E & ChatGPT)

Creates a completion for a prompt or chat.

OpenAI (DALL-E & ChatGPT)

Qualifies whether the provided image or text(s) contains violent, hateful, illicit or adult content.

OpenAI (DALL-E & ChatGPT)

Transcribes an audio to text.

OpenAI (DALL-E & ChatGPT)

Translates an audio to English.

OpenAI (DALL-E & ChatGPT)

Edits or extends an image.

OpenAI (DALL-E & ChatGPT)

Generates an audio file based on text input and settings.

OpenAI (DALL-E & ChatGPT)

Generates an image using DALL-E.

OpenAI (DALL-E & ChatGPT)

Retrieves details of the specified batch.

OpenAI (DALL-E & ChatGPT)

Performs an arbitrary authorized API call.

OpenAI (DALL-E & ChatGPT)

Send messages to a specified or newly created thread and execute it seamlessly. This action can send the arguments for your function calls to the specified URLs (POST HTTP method only). Works with Assistants v2.

OpenAI (DALL-E & ChatGPT)

Identifies information in a prompt's text and returns it as structured data.

OpenAI (DALL-E & ChatGPT)

Uploads a file to be used across the OpenAI platform.

OpenAI (DALL-E & ChatGPT)

Retrieves a list of batches.

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Build your Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) integrations.

Create custom Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

OpenAI (DALL-E & ChatGPT)
Add Files to a Vector Store

Adds files to a specified vector store or, if not specified, creates a new vector store based on the configuration.

Action
Wealthbox
Add a Member to a Household

Adds a member to the household.

Action
OpenAI (DALL-E & ChatGPT)
Analyze Images (Vision)

Analyzes images according to specified instructions.

Action
OpenAI (DALL-E & ChatGPT)
Cancel a Batch

Cancels an "in-progress" batch. The batch will be in status "cancelling" for up to 10 minutes, before changing to "cancelled", where it will have partial results (if any) available in the output file.

Action
Wealthbox
Complete a Workflow Step

Completes a workflow step.

Action
OpenAI (DALL-E & ChatGPT)
Create a Batch

Creates and executes a batch of API calls.

Action
OpenAI (DALL-E & ChatGPT)
Create a Completion (Prompt) (GPT and o1 Models)

Creates a completion for a prompt or chat.

Action
Wealthbox
Create a Contact

Creates a new contact.

Action
OpenAI (DALL-E & ChatGPT)
Create a Moderation

Qualifies whether the provided image or text(s) contains violent, hateful, illicit or adult content.

Action

Popular Wealthbox and OpenAI (ChatGPT, Whisper, DALL-E) workflows.

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