How can I connect Google Sheets to WealthBlock (without Zapier)? (User Updates, Web Hooks)

In Google Sheets, you can deploy your script as a web app that generates a unique URL and paste the URL to the WealthBlock platform.

To initiate your script, you can follow the steps below:

1. Open a new Google Sheets form
2. Go to the Tools menu and select Script Editor
   
   
   
3. Paste this script into the script code editor
    
   

   //this is a function that fires when the webapp receives a GET request
   function doGet(e) {
     return HtmlService.createHtmlOutput('request received');
   }
   //this is a function that fires when the webapp receives a POST request
   function doPost(e) {
     var post = JSON.parse(e.postData.contents);
     var vd = post;
     var sheet = SpreadsheetApp.getActiveSpreadsheet();
     var lastRow = Math.max(sheet.getLastRow(),1);
     var lastcol=1;
     sheet.insertRowAfter(lastRow);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.uid);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.username);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.profile.firstName);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.profile.lastName);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.profile.emailOptOut);
     sheet.getRange(lastRow + 1, lastcol++ ).setValue(vd.accountIds ? vd.accountIds[0] : '');
     SpreadsheetApp.flush();
     return HtmlService.createHtmlOutput('post request received');
   }

   
   

4. Click Save
5.  From the Publish menu, select Deploy as a Web App
6. Select to execute the app as Me and allow Anyone, even anonymous to execute the script
7. Click Deploy
   
   
   
   
8. You will be asked to review permissions
9. Click on Review Permissions and select your account
10. Choose Advanced
11. Click Go to the Webhooks
12. Click Allow
    
    
    
13. Copy the webhook URL 
14. Navigate to your WealthBlock platform 
15. Select Platform from the left menu
16. Choose Settings
17. Select Integrations
18. Paste the webhook URL into the Post user profile updates to a Web Hook field
    
    
    
    
19. Any updates to users will appear in your Google Sheet
    • You can follow the example row below, and customize columns as needed
      
      

REF: Do you have integration with Hubspot, Salesforce (or any other CRM or apps)?

#automation, integration, google script, google sheet, webhook, web hook