Wealthbox
 | Wealthbox is a CRM platform for financial advisors, offering contact, task, and workflow management. Integrating Wealthbox with Make.com enables users to automate client onboarding, sync contacts, and manage tasks directly between Wealthbox and other financial or communication tools. |
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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 Wealthbox directly.
Requirements
To use the Wealthbox app in Make, you must have an active Wealthbox account and either a personal API access token or an OAuth 20 client ID and client secret, create your account on Wealthbox. For subscription, refer to the Wealthbox pricing page.
Connect Wealthbox and Make
To get started, you must first create a connection between Wealthbox and Make, allowing the two services to communicate.
Obtain your API Key in your Wealthbox account
Create the connection in Make.
Obtain your API Key in your Wealthbox account
Before you create the connection in Make, you should first obtain your API Key in your Wealthbox account.
To obtain your API Key :
Navigate to your access token settings page.
Click Create Access Token.
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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Wealthbox module to your scenario, 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 Connect an applicationConnect an application. page.
Wealthbox modules
After connecting to the Wealthbox app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Wealthbox resources
You can have access to more resources related to this app on the following links