Integrate Wealthbox

Provide your users with in-app integration with Wealthbox


Wealthbox is CRM you’ll actually enjoy. Powerful and beautiful. Web-based and secure. No training required.

Wealthbox Connector Methods


List ContactsList all contacts. Action
Get ContactGet an existing contact. Action
List New ContactsList all new contacts since the last run. Action
List Updated ContactsList all updated contacts since the last run. Action


Get EventGet an existing event. Action
List EventsList all events. Action
List New EventsList all new events since the last run. Action
List Updated EventsList all updated events since the last run. Action
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