Wealthbox

wealthbox is a crm platform for financial advisors, offering contact management, task tracking, and workflow automation integrating wealthbox with make com enables users to automate client onboarding, sync contacts, and trigger tasks based on financial events this is ai generated content based on official wealthbox documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www wealthbox com/contact/ directly requirements to use the wealthbox app in make, you must have an active wealthbox account and either an api access token or an oauth client registration, https //www wealthbox com/ for subscription, refer to the https //www wealthbox com/ connect wealthbox and {{product name}} to get started, you must first create a connection between wealthbox and {{product name}} , allowing the two services to communicate obtain your basic in your wealthbox account create the connection in make obtain your basic in your wealthbox account before you create the connection in {{product name}} , you should first obtain your basic in your wealthbox account to obtain your basic navigate to settings from the three dot menu click api access click the create access token button enter a label for the api token click save copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help wealthbox com/hc/en us/articles/29980458723739 how do i create an api access token create the connection in {{product name}} https //www make com/en/register , add the wealthbox module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your wealthbox account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page wealthbox modules after connecting to the wealthbox app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a member to a household adds a new member to an existing household group complete a workflow step marks a specific step within a workflow as completed create a contact adds a new contact to your address book or contact list create a note creates a new note in your selected application create a project creates a new project within your selected workspace create a task creates a new task in your selected project or workspace create a workflow creates a new automated workflow process within your account create an event creates a new event in your selected calendar create an opportunity creates a new sales opportunity record in your crm system delete a contact removes a particular contact from your account by specifying its unique id delete a member from a household removes a specified member from the selected household delete a project permanently removes a selected project from your workspace account delete a task permanently removes a selected task from your workspace account delete an event removes a selected event from your account or workspace delete an opportunity permanently removes a selected opportunity from your workspace account get a contact fetches detailed information for a specific contact by using its unique id get a note fetches the details of a particular note by using its unique id get a project fetches detailed information about a particular project by using its unique project id get a task fetches detailed information about a specific task by using its unique task id get a workflow fetches detailed information about a specific workflow by using its unique id get an event fetches detailed information about a specific event by using its unique event id get an opportunity fetches detailed information about a particular opportunity by using its unique id list custom fields retrieves all custom fields associated with the authenticated user’s workspace account list members of a customizable category retrieves all instances of the specified category name that belong to the authenticated user's account (workspace) list projects retrieves a list of all projects that the user has permission to access list workflow templates retrieves a list of all workflow templates that the user has permission to access make an api call executes a custom api request to the connected service using your authorized credentials revert a workflow step reverts a previously executed step within a workflow to its prior state search comments searches for specific comments or retrieves all comments that the user has permission to access search contacts searches for specific contacts or retrieves a list of all contacts search events searches for specific events or retrieves all events that the user has permission to access search notes searches for specific notes or retrieves all notes that the user has permission to access search opportunities searches for specific opportunities or retrieves all available opportunities that the user has permission to access search tasks searches for specific tasks or retrieves all tasks that the user has permission to access search workflows searches for specific workflows or retrieves a complete list of all workflows that the user has access to update a contact updates the details of a specific contact by using its unique id update a note updates the details of an existing note by modifying its properties update a project updates the details of an existing project by modifying its properties update a task updates the details of an existing task by modifying its properties such as title, description, due date, or status update a workflow updates the details or settings of an existing workflow with new or modified properties update an event updates the details of an existing event by modifying its properties update an opportunity updates the details of an existing opportunity by modifying its properties templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} wealthbox resources you can have access to more resources related to this app on the following links https //www wealthbox com/ http //dev wealthbox com/ https //www make com/en/integrations/wealthbox