How to Integrate WealthBox

Erstellt von Igor Galic, Geändert am Thu, 21 Jul 2022 um 06:38 PM von Igor Galic

E.G. Add new WealthBox CRM contacts to a Mailchimp list


Possible entities as a Source are: Send Contacts, Send Tasks, Send Workflows, Send Workflow Templates, Send Events. Send Opportunities, Send Projects, Send Notes, Send Comments, Send User Groups, Send Custom Fields 


Possible entities as a Target are: Add Contact, Add Task, Add Workflow, Add Event, Add Opportunity, Add Project, Add Note


Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

If you need any additional functionality or additional entities, please make your request here.


Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.


Step 1:

First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:


Step 2:

Now, you will see the list of integrations offered by SyncSpider. Select WealthBox application from the list, or use the search bar to find it easily.




NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.


Step 3:

After selecting WealthBox, enter the integration name and description (optional) then click on the Next button.



Step 4:

You will now be prompted for your API Key


Step 5.

To get your API Key after you have logged in to your WealthBox Dashboard go to this link here.  


Or go to your dashboard and click on "Settings" 


Then under "Personal" click on "API Access" 


You will then Create your Access Token , Label it and click "Save" 


After you have saved it, Copy and Paste your API Key to SyncSpider and click "Finish"



Congratulations! WealthBox is now successfully integrated.



WealthBox is just one of the tools we support!


To check the list of the tools and features we support, please click here.


If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)


If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.

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