Wealthbox

Wealthbox is a CRM for financial advisors: contacts and households, tasks, notes, calendar events, opportunities and multi-step workflows.

Authentication

• API access token

Actions

Generic API request. Call any Wealthbox API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

• Complete taskDestructiveTick one Wealthbox task off.
• Create contactAdd a person, household, organization or trust to Wealthbox, with their email addresses, phone numbers, postal addresses, websites, household position and tags in the same call.
• Create eventPut a meeting on the Wealthbox calendar, link it to a contact's record and optionally invite users and contacts to it.
• Create noteLog a note against a contact's Wealthbox timeline.
• Create opportunityOpen a deal in the Wealthbox pipeline against a contact, with its stage, close date, odds and money.
• Create taskPut a to-do on someone's Wealthbox list, optionally attached to a contact, project or opportunity so it shows on that record's timeline.
• Get contactFetch one Wealthbox contact by id and read the whole stored record — names, household, tags, email addresses, phone numbers, postal addresses, websites, custom fields and contact roles.
• Get my profileRead the Wealthbox login profile behind this connection: who the calls run as, which workspace they land in, and every workspace the token's login can reach.
• List contactsSearch the workspace's contacts — people, households, organizations and trusts — and get back their full records, including email addresses, phone numbers, addresses and tags.
• List eventsRead calendar events the connected user can see, optionally narrowed to one contact or a start-date window.
• List notesRead the notes on the account, optionally narrowed to one contact or a time window.
• List opportunitiesRead the pipeline: open opportunities with their stage, probability, target close date and amounts, optionally narrowed to one contact or a time window.
• List tagsRead every tag defined in the connected workspace, with the document type each one applies to.
• List tasksRead the tasks the connected user can see, optionally narrowed to one contact, one assignee, one team or a time window.
• List usersRead the users in the connected Wealthbox workspace.
• List workflowsRead the Wealthbox workflows running in the account — an onboarding or review process spawned from a template — with their steps, milestones and the record each one is attached to.
• Update contactDestructiveChange fields on an existing Wealthbox contact.

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