Wealthbox
CRM & supportOAuth 2.0API key
Manage Wealthbox CRM contacts, tasks, events, notes and opportunities for financial advisors.
14 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| wealthbox_get_meReturns the signed-in user's login profile, current user and account (workspace), and the workspace's users | read | Personal data | login |
| wealthbox_list_usersLists the users of the workspace with their ids and emails | read | Personal data | data |
| wealthbox_list_contactsLists contacts (people, households, organizations and trusts), searchable by name, email or phone and filterable by type and update time | read | Personal data | data |
| wealthbox_get_contactReturns one contact with addresses, emails, phones, household, tags, custom fields and financial profile | read | Personal data | data |
| wealthbox_create_contactCreates a contact | write | Personal data | data |
| wealthbox_update_contactUpdates a contact's attributes, such as status, contact_type, job_title, assigned_to or tags | write | Personal data | data |
| wealthbox_list_tasksLists tasks the user can see, filtered by linked contact, assignee, team or completion | read | Personal data | data |
| wealthbox_create_taskCreates a task, optionally linked to a contact and assigned to a user | write | Personal data | data |
| wealthbox_list_eventsLists calendar events the user can see, filtered by linked contact and start date range | read | Personal data | data |
| wealthbox_create_eventCreates a calendar event, optionally linked to a contact | write | Personal data | data |
| wealthbox_list_notesLists notes the user can see, optionally only those linked to a contact | read | Personal data | data |
| wealthbox_create_noteAdds a note, usually linked to a contact | write | Personal data | data |
| wealthbox_list_opportunitiesLists sales opportunities with stage, amounts and probability, optionally for one contact and including closed ones | read | Personal data | data |
| wealthbox_list_categoriesLists the values of a customizable category, such as tags, custom fields, opportunity stages, contact types or task categories | read | General | data |