Integrate Wealthbox

Provide your users with in-app integration with Wealthbox

Wealthbox

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

Connector Methods

Contacts

FeatureDescriptionType
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

Events

FeatureDescriptionType
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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