Wealthbox

The Wealthbox modules allow you to search, list, retrieve, create, update, and delete the contacts, events, opportunities, projects, tasks, workflows, comments, and custom fields in your Wealthbox account.

Prerequisites

In order to use Wealthbox with Make, it is necessary to have a Wealthbox account. If you do not have one, you can create a Wealthbox account at wealthbox.com.

To connect your Wealthbox account to Make you need to obtain the Access Token from your Wealthbox account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Wealthbox account.

2. Click the three dots icon in the top-right corner > Settings > API Access > Create Access Token.

3. Enter a name for the access token and click Save.

4. Copy the Access Token to your clipboard.

5. Go to Make and open the Wealthbox module's Create a connection dialog.

6. In the Connection name field, enter a name for the connection.

7. In the Access Token field, enter the access token copied in step 4, and click Continue.

The connection has been established,