How to integrate WealthBox

Created by Igor Galic, Modified on Fri, 19 Aug 2022 at 03:35 PM by Igor Galic

TABLE OF CONTENTS




Description


Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses.



Entities


SourceTarget
Send ContactsAdd Contact
Send TasksAdd Task
Send WorkflowsAdd Workflow
Send Workflow TemplatesAdd Event
Send EventsAdd Opportunity
Send OpportunitiesAdd Project
Send ProjectsAdd Notes
Send Notes
Send Comments
Send User Groups


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

On Event ( Task Succeeded event)



Steps



Step 1. Creating a Task


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.


Step 2. Enter Name and Description


Enter the Name of the Integration.

You can optionally also enter a description.

Step 3. Adding Credentials


You will be prompted for the API Key.


Step 4. Obtaining the API Key


To obtain 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".



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 the request here to create an integration for you or UP-vote if it's already on the list :) 


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


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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