Requirements
Connecting Wealthbox takes an active account plus an API access token from your account settings — no other setup is required.[3]
Get your Wealthbox credentials
Credential type option 1
Wealthbox - Primary
- API KeypasswordRequired
Go to
[1]https://app.crmworkspace.com/settings/access_tokens→ click Create Access Token, name your token and copy the generated token,
Credential type option 2
Wealthbox - Secondary
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
Contact Wealthbox support team at
[1][email protected]to obtain your credentials - Client SecretpasswordRequired
Contact Wealthbox support team at
[1][email protected]to obtain your credentials
Integration requests 2 permissions:
logindata
Connect Wealthbox in WEXTL
- Log in to your WEXTL account, add the Wealthbox node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Wealthbox account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Wealthbox node modules
The list below is a reference of every Wealthbox node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Wealthbox node module below to see exactly what it takes in, what it returns, and what connection it needs.
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Body | object |
Text | text |
HTML | text |
Resource type | text |
Resource ID | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Prefix | text |
First name | text |
Middle name | text |
Last name | text |
Suffix | text |
Nickname | text |
Job title | text |
Twitter name | text |
Linkedin URL | url |
Background information | text |
Birth date | date |
Anniversary | date |
Client since | date |
Date of death | date |
Assigned to | number |
Referred by | number |
58other output fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Title | text |
Starts at | date |
Ends at | date |
Repeats | boolean |
Event category | number |
All day | boolean |
Location | text |
Description | text |
State | text |
Visible to | text |
Email invitees | boolean |
Linked to | array |
Invitees | array |
Custom fields | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Content | text |
Linked to | array |
Visible to | text |
Tags | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Target close | date |
Probability | number |
Stage | number |
Manager | number |
Next step | text |
Amounts | array |
Linked to | array |
Visible to | text |
Custom fields | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Organizer | number |
Visible to | text |
Image | text |
Custom fields | array |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Due date | date |
Complete | boolean |
Category | number |
Linked to | array |
Priority | text |
Visible to | text |
Due later | text |
Subtasks | array |
Custom fields | array |
Frame | text |
Repeats | boolean |
Completer | number |
Description | text |
Description HTML | text |
Assigned to | number |
1other output field
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Email | text |
Name | text |
Account | number |
Excluded from assignments | boolean |
Status | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Label | text |
Linked to | object |
ID | number |
Type | text |
Name | text |
Visible to | text |
Workflow template | object |
ID | number |
Creator | number |
Created at | text |
Updated at | text |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow steps | array |
Workflow milestones | array |
Starts at | date |
Started at | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow milestones | array |
Workflow steps | array |
Kind | text |
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Prefix | text |
First name | text |
Middle name | text |
Last name | text |
Suffix | text |
Nickname | text |
Job title | text |
Twitter name | text |
Linkedin URL | url |
Background information | text |
Birth date | date |
Anniversary | date |
Client since | date |
Date of death | date |
Assigned to | number |
Referred by | number |
58other output fields
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Title | text |
Starts at | date |
Ends at | date |
Repeats | boolean |
Event category | number |
All day | boolean |
Location | text |
Description | text |
State | text |
Visible to | text |
Email invitees | boolean |
Linked to | array |
Invitees | array |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Due date | date |
Complete | boolean |
Category | number |
Linked to | array |
Priority | text |
Visible to | text |
Due later | text |
Subtasks | array |
Custom fields | array |
Frame | text |
Repeats | boolean |
Completer | number |
Description | text |
Description HTML | text |
Assigned to | number |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Workflow IDRequired | choice |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Label | text |
Linked to | object |
ID | number |
Type | text |
Name | text |
Visible to | text |
Workflow template | object |
ID | number |
Creator | number |
Created at | text |
Updated at | text |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow steps | array |
Workflow milestones | array |
Starts at | date |
Started at | date |
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Contact Type | text |
Contact Name | text |
Email Address | |
Phone Number | text |
External Unique ID | text |
Active | boolean |
Tags | array |
Deleted | boolean |
Deleted Since | date |
Household Title | choice |
Contact Type | choice |
Sort Order | choice |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Name | text |
Available options | array |
Removed options | array |
Input fields[3]
| Field | Type |
|---|---|
Contact ID | choice |
Contact Type | text |
Contact Name | text |
Email Address | |
Phone Number | text |
External Unique ID | text |
Active | boolean |
Tags | choice |
Deleted | boolean |
Deleted Since | date |
Household Title | choice |
Contact Type | choice |
Sort Order | choice |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Prefix | text |
First name | text |
Middle name | text |
Last name | text |
Suffix | text |
Nickname | text |
Job title | text |
Twitter name | text |
Linkedin URL | url |
Background information | text |
Birth date | date |
Anniversary | date |
Client since | date |
Date of death | date |
Assigned to | number |
Referred by | number |
58other output fields
Input fields[3]
| Field | Type |
|---|---|
Resource ID | choice |
Resource Type | text |
Minimum Start Date | date |
Maximum Start Date | date |
Event Order | text |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Title | text |
Starts at | date |
Ends at | date |
Repeats | boolean |
Event category | number |
All day | boolean |
Location | text |
Description | text |
State | text |
Visible to | text |
Email invitees | boolean |
Linked to | array |
Invitees | array |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Resource ID | choice |
Resource Type | text |
Opportunity Order | text |
Include Closed Opportunities | boolean |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Target close | date |
Probability | number |
Stage | number |
Manager | number |
Next step | text |
Amounts | array |
Linked to | array |
Visible to | text |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Resource ID | choice |
Resource Type | text |
Assigned User ID | choice |
Assigned Team ID | choice |
Creator User ID | number |
Include Completed Tasks | boolean |
Task Type | choice |
Subtasks | choice |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Due date | date |
Complete | boolean |
Category | number |
Linked to | array |
Priority | text |
Visible to | text |
Due later | text |
Subtasks | array |
Custom fields | array |
Frame | text |
Repeats | boolean |
Completer | number |
Description | text |
Description HTML | text |
Assigned to | number |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Resource ID | choice |
Resource Type | text |
Workflow Status | choice |
Updated Since | date |
Updated Before | date |
Limit | number |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Label | text |
Linked to | object |
ID | number |
Type | text |
Name | text |
Visible to | text |
Workflow template | object |
ID | number |
Creator | number |
Created at | text |
Updated at | text |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow steps | array |
Workflow milestones | array |
Starts at | date |
Started at | date |
Input fields[3]
| Field | Type |
|---|---|
Workflow IDRequired | choice |
Complete | boolean |
Workflow Outcome ID | choice |
Set Due Date | boolean |
Due Date | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow milestones | array |
Workflow steps | array |
Kind | text |
Input fields[3]
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
Name Prefix | text |
Middle Name | text |
Name Suffix | text |
Nickname | text |
Job Title | text |
Company Name | text |
Twitter Handle | text |
LinkedIn URL | url |
Background Information | text |
Birth Date | date |
Wedding Anniversary | date |
Client Since | date |
Date Of Death | date |
Assigned User ID | choice |
Referring Contact ID | choice |
Contact Type | choice |
Gender | choice |
Contact Source | choice |
54other input fields
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Prefix | text |
First name | text |
Middle name | text |
Last name | text |
Suffix | text |
Nickname | text |
Job title | text |
Twitter name | text |
Linkedin URL | url |
Background information | text |
Birth date | date |
Anniversary | date |
Client since | date |
Date of death | date |
Assigned to | number |
Referred by | number |
58other output fields
Input fields[3]
| Field | Type |
|---|---|
Event TitleRequired | text |
Start DateRequired | date |
End DateRequired | date |
Repeats | boolean |
Event Category ID | text |
All Day | boolean |
Event Location | text |
Event Description | text |
Event State | choice |
Visible To | choice |
Email Invitees | boolean |
Linked Resources | array |
Resource IDRequired | text |
Resource TypeRequired | choice |
Resource Name | text |
Invitees | array |
Invitee IDRequired | choice |
Invitee TypeRequired | choice |
Custom Fields | array |
Custom Field ID | text |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Title | text |
Starts at | date |
Ends at | date |
Repeats | boolean |
Event category | number |
All day | boolean |
Location | text |
Description | text |
State | text |
Visible to | text |
Email invitees | boolean |
Linked to | array |
Invitees | array |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Opportunity NameRequired | text |
Target CloseRequired | date |
ProbabilityRequired | number |
Opportunity StageRequired | number |
AmountsRequired | array |
Amount | number |
Currency | text |
Amount Type | choice |
Description | text |
Manager ID | choice |
Next Step | text |
Linked Resources | array |
Resource IDRequired | text |
Resource TypeRequired | text |
Resource Name | text |
Visible To | choice |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Target close | date |
Probability | number |
Stage | number |
Manager | number |
Next step | text |
Amounts | array |
Linked to | array |
Visible to | text |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Project NameRequired | text |
Project DescriptionRequired | text |
Organizer User ID | choice |
Visible To | choice |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Organizer | number |
Visible to | text |
Image | text |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Task NameRequired | text |
Due DateRequired | date |
Complete | boolean |
Category | number |
Linked Resources | array |
Resource IDRequired | text |
Resource TypeRequired | choice |
Resource Name | text |
Task Priority | choice |
Visible To | choice |
Due Later | text |
Subtasks | array |
Subtask PriorityRequired | choice |
Subtask ID | choice |
Creator ID | choice |
Created At | date |
Updated At | date |
Subtask Due Date | date |
Subtask Name | text |
Subtask Frame | text |
Subtask Complete | boolean |
Repeats | boolean |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Assigned User ID | choice |
Assigned User ID | choice |
Assigned User ID | choice |
Task Description | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Due date | date |
Complete | boolean |
Category | number |
Linked to | array |
Priority | text |
Visible to | text |
Due later | text |
Subtasks | array |
Custom fields | array |
Frame | text |
Repeats | boolean |
Completer | number |
Description | text |
Description HTML | text |
Assigned to | number |
1other output field
Input fields[3]
| Field | Type |
|---|---|
Workflow Template IDRequired | choice |
Workflow NameRequired | text |
Linked Document | object |
Document IDRequired | text |
Document TypeRequired | text |
Document Name | text |
Start Date | date |
Workflow Milestones | array |
Milestone IDRequired | choice |
Milestone NameRequired | text |
Milestone Date | date |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Label | text |
Linked to | object |
ID | number |
Type | text |
Name | text |
Visible to | text |
Workflow template | object |
ID | number |
Creator | number |
Created at | text |
Updated at | text |
Name | text |
Sequential | boolean |
Description | text |
Description HTML | text |
Shared | boolean |
Ready | boolean |
Workflow steps | array |
Workflow milestones | array |
Starts at | date |
Started at | date |
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Workflow IDRequired | choice |
Input fields[3]
| Field | Type |
|---|---|
Contact IDRequired | choice |
Nickname | text |
Company Name | text |
Contact Roles | array |
Contact Role IDRequired | choice |
Contact Role Option IDRequired | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Prefix | text |
First name | text |
Middle name | text |
Last name | text |
Suffix | text |
Nickname | text |
Job title | text |
Twitter name | text |
Linkedin URL | url |
Background information | text |
Birth date | date |
Anniversary | date |
Client since | date |
Date of death | date |
Assigned to | number |
Referred by | number |
58other output fields
Input fields[3]
| Field | Type |
|---|---|
Event IDRequired | choice |
Event Title | text |
Start Date | date |
End Date | date |
Repeats | boolean |
Event Category ID | text |
All Day | boolean |
Event Location | text |
Event Description | text |
Event State | choice |
Visible To | choice |
Email Invitees | boolean |
Linked Resources | array |
Resource ID | text |
Resource Type | choice |
Resource Name | text |
Invitees | array |
Invitee ID | choice |
Invitee Type | choice |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Title | text |
Starts at | date |
Ends at | date |
Repeats | boolean |
Event category | number |
All day | boolean |
Location | text |
Description | text |
State | text |
Visible to | text |
Email invitees | boolean |
Linked to | array |
Invitees | array |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Opportunity Name | text |
Target Close | date |
Probability | number |
Opportunity Stage | number |
Amounts | array |
Amount | number |
Currency | text |
Amount Type | choice |
Description | text |
Manager ID | choice |
Next Step | text |
Linked Resources | array |
Resource ID | text |
Resource Type | text |
Resource Name | text |
Visible To | choice |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Target close | date |
Probability | number |
Stage | number |
Manager | number |
Next step | text |
Amounts | array |
Linked to | array |
Visible to | text |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Project IDRequired | choice |
Project Name | text |
Project Description | text |
Organizer User ID | choice |
Visible To | choice |
Custom Fields | array |
Custom Field ID | choice |
Custom Field Value | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Description | text |
Organizer | number |
Visible to | text |
Image | text |
Custom fields | array |
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Task Name | text |
Due Date | date |
Complete | boolean |
Category | number |
Linked Resources | array |
Resource ID | text |
Resource Type | choice |
Resource Name | text |
Task Priority | choice |
Visible To | choice |
Due Later | text |
Subtasks | array |
Subtask Priority | choice |
Subtask ID | choice |
Creator ID | choice |
Created At | date |
Updated At | date |
Subtask Due Date | date |
Subtask Name | text |
Subtask Frame | text |
Subtask Complete | boolean |
Repeats | boolean |
Custom Fields | array |
Custom Field ID | text |
Custom Field Value | text |
Assigned User ID | choice |
Assigned User ID | choice |
Task Description | text |
Output fields[3]
| Field | Type |
|---|---|
ID | number |
Creator | number |
Created at | date |
Updated at | date |
Name | text |
Due date | date |
Complete | boolean |
Category | number |
Linked to | array |
Priority | text |
Visible to | text |
Due later | text |
Subtasks | array |
Custom fields | array |
Frame | text |
Repeats | boolean |
Completer | number |
Description | text |
Description HTML | text |
Assigned to | number |
1other output field
Templates
Look for Wealthbox templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Cloze[2]Manage people, companies, projects, and timeline records in Cloze relationship management.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
- Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
- Close CRMSales CRM built for closing deals with calling and email built in.
- BloomerangNonprofit CRM — constituents, donations, campaigns, and households.
References
- WEXTL® Wealthbox Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Wealthbox.
- WEXTL® visual workflow builder data.
Last updated: Oct 1, 2026 05:43