Wealthbox integrations
Wealthbox is a customer relationship management (CRM) platform designed specifically for financial advisors and wealth management professionals. It provides tools for client communication, lead management, task organization, and document storage. Wealthbox helps advisors streamline their client interactions, track important financial details, and enhance overall productivity in managing their client relationships.
Automate your Wealthbox workflow with premade actions
Quickly integrate Wealthbox with thousands of apps for automated workflows using our no-code toolkit or AI copilot for custom actions.
New Event Created
Emit new event for each event created. [See the documentation](http://dev.wealthbox.com/events-collection-get)
Create Contact
Create a new contact. [See the documentation](http://dev.wealthbox.com/contacts-create-a-new-contact-post)
New Task Created
Emit new event for each task created. [See the documentation](http://dev.wealthbox.com/tasks-collection-get)
New Opportunity Created
Emit new event for each opportunity created. [See the documentation](http://dev.wealthbox.com/opportunities-collection-get)
New Contact Created
Emit new event for each contact created. [See the documentation](http://dev.wealthbox.com/contacts-retrieve-all-contacts-get)
Create Opportunity
Create a new opportunity. [See the documentation](http://dev.wealthbox.com/opportunities-collection-post)
Create Task
Create a new task. [See the documentation](http://dev.wealthbox.com/tasks-collection-post)
Create Event
Create a new event. [See the documentation](http://dev.wealthbox.com/events-collection-post)