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 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/ 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, 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 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //dev wealthbox com/ 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 specified user as a member to the selected household complete a workflow step marks a specific workflow step as finished create a contact adds a new contact to your account create a note adds a new note to your account create a project creates a brand new project within your selected workspace create a task adds a new task to your project or task list create a workflow creates a new automated workflow process create an event creates a new calendar event with specified details create an opportunity creates a new sales opportunity record in your 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 a selected household delete a project removes a selected project from your workspace and permanently deletes it from your account delete a task removes a selected task from your workspace account delete an event removes a selected event from your account or workspace delete an opportunity 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 specific project by using its unique project id get a task fetches detailed information about a specific task by using its unique id get a workflow fetches detailed information about a specific workflow by using its unique id get an event fetches detailed information about a particular 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 available in the authenticated user's workspace account list members of a customizable category retrieves all items belonging to the specified category that are owned by 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 available to the user make an api call executes a custom api request to the connected service using your authorized credentials revert a workflow step reverts a specific step within a workflow to its previous 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 complete list of all contacts search events finds specific events or retrieves a complete list of all events that the user has access to search notes searches for specific notes or retrieves all notes that the user has access to search opportunities retrieves a list of all opportunities available to the user or searches for specific opportunities based on given criteria search tasks searches for specific tasks or retrieves a complete list of all tasks that the user has permission to access search workflows finds specific workflows or retrieves a complete list of all workflows available to the user update a contact updates the details of a specific contact by using its unique id update a note modifies an existing note by updating its details or content update a project updates the details or settings of an existing project with new information update a task modifies an existing task by updating its details or properties update a workflow modifies an existing workflow by applying updated properties or settings update an event modifies an existing event by changing its details or properties update an opportunity updates the details of a specific opportunity with new or modified information 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