Wealthbox

Wealthbox is the CRM built for financial advisors, and the thing that separates it from a general sales CRM is that its record of a client relationship is meant to be readable by whoever picks up the phone next. That is why the activity stream matters more here than a pipeline view, and why this connector spends as much of its surface on notes, tasks, events, and workflows as on opportunities. Contacts, tasks, events, opportunities, projects, and workflows are all addressable, and dictionaries populate assignees, categories, pipeline stages, and workflow templates from your own workspace rather than from a fixed list, so a flow writes the category names your firm actually uses.

Two boundaries in this connector are worth stating plainly, because they shape what an agent can be asked to do. Notes can be created and listed but not updated or deleted, since the Wealthbox API exposes create and read for notes and no delete route. Comments are read only. List Comments retrieves them, and there is no create: probing the comments route showed no create path available, so an agent can read what colleagues have said on a record and cannot reply in the thread. That is a meaningful constraint for a flow that wants to keep a conversation inside the CRM, and the honest design response is to have the agent escalate through a channel where a person can answer rather than pretending it can post back. The rest of the mechanics: all calls go to the v1 API on api.crmworkspace.com, and the API access token is sent as the ACCESS_TOKEN request header, created in Wealthbox under Settings, API Access. Wealthbox allows roughly one request per second measured over a five minute window with short bursts tolerated, returning HTTP 429 above that, so bulk operations need to be spaced. List actions page with per_page, defaulting to 25, and page, defaulting to 1, and responses include a meta object carrying the total count and current page. Tasks, events, notes, opportunities, projects, and workflows attach to a parent record through Linked To ID plus Linked To Type, where the type defaults to Contact and also accepts Project and Opportunity where applicable, mapping to the Wealthbox linked_to array. Task categories, event categories, and opportunity stages are workspace specific and come through as dictionaries whose value is the category or stage name, which is what create and update expect. Opportunity Amount, Amount Kind of Projected or Actual, and Currency combine into a single entry in the opportunity amounts array, with currency defaulting to USD and kind to Projected. Task due dates and event times use the Wealthbox display format, for example 2026-02-10 10:00 AM -0500. Create actions accept a Visible To value of Everyone, Private, or a specific user group id. This connector ships no triggers, because Wealthbox does not document a public webhook subscription API, so change detection is a scheduled poll of the list actions, and List Tasks and List Contacts carry an Updated Since filter that makes that poll efficient rather than wasteful. Delete Contact, Delete Task, Delete Event, Delete Opportunity, and Delete Workflow permanently remove the record.