Tool Integrations
⚙Tool
Wealthbox
Manage contacts, tasks, and events in Wealthbox CRM
Wealthbox
Manage contacts, tasks, and events in Wealthbox CRM — designed for financial advisors and wealth management professionals.
Overview
| Property | Value |
|---|---|
| Type | wealthbox |
| Category | Tool — CRM |
| Auth | API Key |
Operations
| Operation | Description |
|---|---|
| Create Contact | Add a new contact |
| List Contacts | Get contacts with filters |
| Create Task | Create a new task |
| List Tasks | Get tasks |
| Create Event | Schedule an event |
Configuration
| Setting | Type | Description |
|---|---|---|
| API Key | Password | Wealthbox API key |
| First Name | Short input | Contact first name |
| Last Name | Short input | Contact last name |
| Short input | Contact email | |
| Phone | Short input | Contact phone |
| Notes | Long text | Contact notes |
Outputs
| Field | Type | Description |
|---|---|---|
contactId | string | Contact ID |
content | string | Response data |
Example: Client Onboarding
Workflow:
[Starter (webhook: form submission)] → [Agent: Process] → [Wealthbox: Create Contact] → [Gmail: Welcome Email]New client fills out an onboarding form. Agent extracts info, creates a Wealthbox contact, and sends a personalized welcome email.
Tips
- Financial industry — Wealthbox is tailored for advisors and wealth managers
- Combine with calendar tools for automated meeting scheduling with clients