Wealthbox Connector

Build in-app Wealthbox CRM integrations that read and write contacts, tasks, opportunities, notes and events. Use Cyclr to orchestrate multi-step workflows, surface Wealthbox activity in your product and publish white-label integrations to customers.

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Fast CRM access

Read and write contacts, tasks and opportunities quickly.

Automate client workflows

Trigger tasks and workflows from external events automatically.

Two-way sync

Keep product and Wealthbox records synchronized across accounts.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate and automate Wealthbox CRM records, tasks, opportunities, notes, events and the activity stream with their SaaS product. Cyclr’s low-code builder maps Wealthbox objects to your app, enables two-way sync, schedules efficient polling or webhook handling where available, and publishes governed, reusable integrations to customers.

PRODUCT USE CASES

Use cases

Automate client onboarding, sync contacts and opportunity updates, create tasks from external events, and surface Wealthbox activity streams in your product—delivered per-customer inside a multi-tenant app.

Customer contact sync

Two-way sync of Wealthbox contacts to your app; create or update contacts and map custom fields.

Task automation from events

Create Wealthbox tasks when support tickets or product events occur, assigned to users or teams.

Pipeline synchronization

Push opportunity updates into Wealthbox and read pipeline stages to keep sales data aligned.

ORCHESTRATION

How Wealthbox works with Cyclr

Cyclr sits between your SaaS product and Wealthbox to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Wealthbox
Wealthbox processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Wealthbox methods you can orchestrate through Cyclr.

Events5

List Events

Action

List all events.

Get Event

Action

Get an existing event.

List New Events

Action

List all new events since the last run.

List Updated Events

Action

List all updated events since the last run.

Create Event

Action

Create an event.

Contacts7

List New Contacts

Action

List all new contacts since the last run.

List Contacts

Action

List all contacts.

List Updated Contacts

Action

List all updated contacts since the last run.

Get Contact

Action

Get an existing contact.

Create Contact

Action

Create a contact.

List Custom Fields (Contact, List)

Action

List all custom fields.

List Custom Fields (Contact, Get)

Action

List all custom fields.

TECHNICAL DETAILS

Wealthbox integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Wealthbox integrations in Cyclr.

API and authentication

API host: https://api.crmworkspace.com
Authentication: API token; OAuth 2.0
Credentials: API Key (Wealthbox access token) or OAuth client credentials when OAuth is enabled.
Method categories: Read, create, update, delete: contacts, tasks, events, notes, opportunities, projects, activity stream.

View vendor API documentation →

Pagination and rate limits

Pagination

Uses page and per_page query parameters (default per_page 25).

Rate limits

Throttled per access token: roughly 1 request/second averaged over five minutes; short bursts allowed.

IMPLEMENTATION

Authentication at a glance

Wealthbox supports personal access tokens (ACCESS_TOKEN header) and OAuth 2.0 for partner apps; Cyclr connectors commonly use the access token API Key. Confirm enabled auth options in the Cyclr Console.

Authentication method: API token; OAuth 2.0
Credential required: API Key (Wealthbox access token) or OAuth client credentials when OAuth is enabled.

Before you begin:

Create an Access Token in Wealthbox Settings > API Access; workspace permissions apply.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It synchronizes Wealthbox CRM records and activity. You can read, create, update and delete contacts, tasks, events, notes, opportunities and projects to automate onboarding, task creation and pipeline workflows.

Use a Wealthbox access token or OAuth 2.0. Cyclr connectors typically accept a Wealthbox Access Token (entered as API Key); OAuth 2.0 is available for partner apps—confirm options in Cyclr Console.

Yes. Cyclr supports multi-tenant, per-customer connections so each customer uses their own Wealthbox workspace credentials and isolated data flows.

Yes. Supported create, read, update and delete actions can be published as governed MCP tools so product teams control which Wealthbox operations customers can run.

KEEP EXPLORING

Related resources and connectors

Documentation

Wealthbox Connector

Fast CRM access

Automate client workflows

Two-way sync

Embedded experience

Overview

Use cases

Customer contact sync

Task automation from events

Pipeline synchronization

How Wealthbox works with Cyclr

Your SaaS product

Cyclr orchestration

Wealthbox

Available connector capabilities

List Events

Get Event

List New Events

List Updated Events

Create Event

List New Contacts

List Contacts

List Updated Contacts

Get Contact

Create Contact

List Custom Fields (Contact, List)

List Custom Fields (Contact, Get)

Wealthbox integration and API details

API and authentication

Pagination and rate limits

Pagination

Rate limits

Authentication at a glance

Frequently asked questions

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