How to integrate WealthBox

Created by Maja Bradonjic, Modified on Tue, 30 May, 2023 at 3:06 PM by Ivana B

Description
Entities
Steps

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

Source	Target
Send Contacts	Add Contact
Send Tasks	Add Task
Send Workflows	Add Workflow
Send Workflow Templates	Add Event
Send Events	Add Opportunity
Send Opportunities	Add Project
Send Projects	Add 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. Selecting the Wealthbox Integration

Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description. Naming the Integration

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!