Wealthbox Integration

Manage contacts, tasks, opportunities, notes, and projects in Wealthbox CRM. Turn Wealthbox record changes into automated workflows for sales and customer teams. Start with Watch Comments, then connect actions such as Get a Contact and Get an Event to what happens next.

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Supported triggers and actions for Wealthbox integration

Triggers can detect changes in Wealthbox and run actions that can create, search or modify data inside Wealthbox automatically [3] — exactly how you set them.

Watch CommentsTriggers when there are new comments.
Watch ContactsTriggers when there are new contact records.
Watch EventsTriggers when there are new wealthbox events.
Watch NotesTriggers when there are new notes.
Watch OpportunitiesTriggers when there are new wealthbox opportunities.
Watch ProjectsTriggers when there are new project records.
Watch TasksTriggers when there are new tasks.
Watch UsersTriggers when there are new user object.
Watch WorkflowsTriggers when there are new workflows.
Watch Workflow TemplatesTriggers when a new workflow template is created.
Get a ContactRetrieve a specific contact using its unique identifier.
Get an EventRetrieve a specific event using its unique identifier.
Get an OpportunityRetrieve a specific opportunity using its unique identifier.
Get a NoteRetrieve a specific note using its unique identifier.
Get a ProjectRetrieve a specific project using its unique identifier.
Get a TaskRetrieve a specific task using its unique identifier.
Get a WorkflowRetrieve a specific workflow using its unique identifier.
Get a Workflow TemplateRetrieve a specific workflow template using its unique identifier.
List CommentsRetrieve all of the comments that are accessible by the user for the specified resource.
List Contact RolesList all contact roles.
List ContactsRetrieve a paginated list of contacts.
List Custom FieldsList all custom fields.
List EventsRetrieve a paginated list of all of the events that are accessible by the user.
List NotesRetrieve a paginated list of all of the notes that are accessible by the user.
List OpportunitiesRetrieve a paginated list of all of the opportunities that are accessible by the user.
List ProjectsRetrieve a paginated list of all of the projects that are accessible by the user.
List TagsList all tags.
List TasksRetrieve a paginated list of all of the tasks that are accessible by the user.
List TeamsReturn all of the teams associated with the account.
List User GroupsList all user groups.
List UsersRetrieve all of the active users for the current account.
List WorkflowsRetrieve a paginated list of all of the workflows that are accessible by the user.
List Workflow TemplatesRetrieve a paginated list of all of the workflow templates that are accessible by the user.
Complete Workflow StepComplete a workflow step.
Create a ContactCreates a new contact.
Create an EventCreate a new event.
Create an OpportunityCreate a new opportunity.
Create a NoteCreate a new note.
Create a ProjectCreate a new project.
Create a TaskCreate a new task and assign it to a user or team.
Create a WorkflowCreate a new workflow.
Delete a ContactDelete a specific contact using its unique identifier.
Delete an EventDelete an existing event from your account (workspace).
Delete an OpportunityDelete an existing opportunity from your account (workspace).
Delete a ProjectDelete an existing project from your account (workspace).
Delete a TaskDelete an existing task from your account (workspace).
Delete a WorkflowDelete an existing workflow from your account (workspace).
Make an API CallPerform an arbitrary authorized API request to Wealthbox API.
Revert Workflow StepRevert a workflow step.
Update a ContactUpdate a specific contact using its unique identifier.
Update an EventUpdate an existing event.
Update an OpportunityUpdate an existing opportunity with new properties.
Update a NoteUpdate an existing note with new properties.
Update a ProjectUpdate an existing project with new properties.
Update a TaskUpdate an existing task and assign it to a user or team.

How to integrate Wealthbox in automation workflow?

3 simple steps to make your Wealthbox connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Wealthbox in workflow

Pick Wealthbox app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Wealthbox

When prompted, authorize access to Wealthbox in WEXTL once. Wealthbox credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Wealthbox account. Approve?

STEP 3

Build a workflow

Build your workflow with Wealthbox yourself or with WEXTL® AI Builder. Connect Wealthbox to any available integrations [5], or use HTTP node to go beyond them.

Wealthbox

How Wealthbox connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Wealthbox app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Wealthbox supports.

Full Wealthbox API documentation

The following table illustrates what fields Wealthbox integration require during authorization flow inside our workflow builder [4].

Demonstration of Wealthbox connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Go to `https://app.crmworkspace.com/settings/access_tokens` → click Create Access Token, name your token and copy the generated token,

Connect Wealthbox to popular apps on WEXTL

Enter a name of the other app you want to sync with Wealthbox below. Click on selected app to explore integration options with Wealthbox. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Wealthbox integration

Select Watch Workflows trigger from Wealthbox - this will be a starting point in your automation. Whenever event happens in Wealthbox, workflow will start [7] from Watch Workflows node.

Search for Get a Workflow Template, connect it as the next step of integration sequence. You can use filters between Watch Workflows and Get a Workflow Template, so only important data pass from Watch Workflows to the next step. WEXTL gives you full control over the process of Wealthbox automation. All parts of workflow are visible on the canvas [4].

Wealthbox on WEXTL has 55 modules for combining crm automations. Explore Wealthbox documentation for more.

Wealthbox

Watch Workflows

Cloze

Performs action

Cloze

Triggers

Wealthbox

Get a Workflow Template

Demonstration of how visual Wealthbox automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Wealthbox in your workflows.

Wealthbox has 10 triggers, including "Watch Comments", "Watch Contacts", and "Watch Events", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 45 actions, including "Get a Contact", "Get an Event", and "Get an Opportunity", and more. Refer to our Wealthbox Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Wealthbox integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Wealthbox official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Wealthbox provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Wealthbox or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Wealthbox inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Wealthbox modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Wealthbox integration.

Wealthbox integration source code, module specs and credentials implementation.
Internal Wealthbox integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Wealthbox vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
WEXTL® Apps Library
WEXTL® Wealthbox App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Wealthbox Integration

Supported triggers and actions for Wealthbox integration