Wealthbox Block

The Wealthbox block integrates Wealthbox CRM into your workflow so you can manage notes, contacts, and tasks. Use it to read existing records or create new ones via OAuth authentication, making it straightforward to weave CRM data into any automated pipeline.

Overview

When to Use

• Read the content of an existing Wealthbox note by ID and feed it into downstream steps.
• Create a new note attached to a specific contact during a workflow run.
• Look up a contact's details (name, email, phone, background info) from Wealthbox.
• Create a new contact record with first name, last name, and optional email.
• Read a task by ID to check its due date, description, or priority.
• Create a new task with a title and due date linked to a contact.

Configuration

Operation

Dropdown that selects which Wealthbox action to perform. Required — it determines which fields appear and which tool is invoked.

Wealthbox Account (credential)

OAuth credential for the connected Wealthbox account (required scopes: login, data). Required for all operations.

Note ID (noteId)

The ID of the note to read. Optional — when omitted the tool returns all notes. Shown only for the read_note operation.

Select Contact / Contact ID (contactId / manualContactId)

Identifies the Wealthbox contact to link or look up. Shown for read_contact, write_note, and write_task.

• Basic mode (contactId): file-selector UI lets you pick a contact from your Wealthbox account.
• Advanced mode (manualContactId): free-text field for pasting a contact ID directly.

The block merges both inputs at runtime and uses whichever is provided.

Task ID (taskId / manualTaskId)

The ID of the task to read. Shown only for read_task.

• Basic mode (taskId): short-input field.
• Advanced mode (manualTaskId): short-input field.

Title (title)

The name/title of the task being created. Required for write_task.

Due Date (dueDate)

The due date and time of the task. Required for write_task. Format: YYYY-MM-DD HH:MM AM/PM -HHMM (e.g. 2015-05-24 11:00 AM -0400).

First Name (firstName)

First name of the contact being created. Required for write_contact.

Last Name (lastName)

Last name of the contact being created. Required for write_contact.

Email Address (emailAddress)

Email address of the contact being created. Optional for write_contact.

Background Information (backgroundInformation)

Free-text background notes about the contact. Optional for write_contact.

Content (content)

Text body of the note or task description. Required for write_note and write_task.

Inputs & Outputs

• Inputs:

  • operation (string) — Operation to perform (read_note, write_note, read_contact, write_contact, read_task, or write_task)
  • credential (string) — Wealthbox OAuth access token
  • noteId (string) — Note identifier (optional; omit to list all notes)
  • contactId (string) — Contact identifier from the file-selector (basic mode)
  • manualContactId (string) — Manual contact identifier (advanced mode)
  • taskId (string) — Task identifier from the input field (basic mode)
  • manualTaskId (string) — Manual task identifier (advanced mode)
  • content (string) — Content text for write operations
  • firstName (string) — First name (write_contact)
  • lastName (string) — Last name (write_contact)
  • emailAddress (string) — Email address (write_contact)
  • backgroundInformation (string) — Background information (write_contact)
  • title (string) — Task title (write_task)
  • dueDate (string) — Due date (write_task)

• Outputs:

  • note (json) — Single note object with ID, content, creator, and linked contacts
  • notes (json) — Array of note objects from bulk read operations
  • contact (json) — Single contact object with name, email, phone, and background info
  • contacts (json) — Array of contact objects from bulk read operations
  • task (json) — Single task object with name, due date, description, and priority
  • tasks (json) — Array of task objects from bulk read operations
  • metadata (json) — Operation metadata including item IDs, types, and operation details
  • success (boolean) — Whether the operation completed successfully

Tools

• Read Wealthbox Note (wealthbox_read_note) — GETs a single note by ID (or all notes when no ID is given) from api.crmworkspace.com/v1/notes. Returns the note object plus formatted content including creation date, visibility, linked contacts, and tags.
• Write Wealthbox Note (wealthbox_write_note) — POSTs a new note to api.crmworkspace.com/v1/notes with the provided content and optional contactId link. Returns the created note and metadata.
• Read Wealthbox Contact (wealthbox_read_contact) — GETs a single contact by ID (or all contacts when no ID is given) from api.crmworkspace.com/v1/contacts. Returns the contact object plus formatted content with email addresses, phone numbers, and background information.
• Write Wealthbox Contact (wealthbox_write_contact) — POSTs a new contact to api.crmworkspace.com/v1/contacts using firstName, lastName, optional emailAddress, and optional backgroundInformation. Returns the created contact and metadata.
• Read Wealthbox Task (wealthbox_read_task) — GETs a single task by ID (or all tasks when no ID is given) from api.crmworkspace.com/v1/tasks. Returns the task object plus formatted content including due date, completion status, priority, and category.
• Write Wealthbox Task (wealthbox_write_task) — POSTs a new task to api.crmworkspace.com/v1/tasks using title, dueDate, optional contactId, and optional description (mapped from content). Returns the created task and metadata.

YAML Example

wealthbox_1:
  type: wealthbox
  name: "Wealthbox"
  inputs:
    operation: "write_task"
    credential: "{{WEALTHBOX_ACCESS_TOKEN}}"
    contactId: "{{contacts_block.contact.id}}"
    title: "Follow up with client"
    dueDate: "2025-07-01 10:00 AM -0400"
    content: "Review the Q2 proposal and send revised terms."
  connections:
    outgoing:
      - target: next-block-id