Integrate Wealthbox

Provide your users with in-app integration with Wealthbox

Wealthbox connector

Wealthbox

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

Wealthbox Connector Methods

Contacts

Feature Description Type
List Contacts List all contacts. Action
Get Contact Get an existing contact. Action
List New Contacts List all new contacts since the last run. Action
List Updated Contacts List all updated contacts since the last run. Action

Events

Feature Description Type
Get Event Get an existing event. Action
List Events List all events. Action
List New Events List all new events since the last run. Action
List Updated Events List all updated events since the last run. Action
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