Wealthbox
Financial advisor CRM for managing contacts, tasks, events, opportunities, and client workflows.
Three ways to use Wealthbox
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Wealthbox.
Add Household Member
Add a contact as a member of a household.
Complete Workflow Step
Mark a workflow step as completed.
Create Contact
Create a new contact (person, household, organization, or trust) in Wealthbox.
Create Event
Create a new calendar event with attendees and linked resources.
Create Note
Create a new note linked to a contact, project, or opportunity.
Create Opportunity
Create a new sales opportunity with amounts and linked contacts.
Get started automating Wealthbox
Ready-to-use workflows
Prompts using Wealthbox
Weekly stalled deal re-engagement drafts from Wealthbox
Every Monday at 8am, find the Wealthbox opportunities that have gone quiet, draft a tailored follow-up email in Gmail, and post a summary in Slack.
Push new Calendly bookings into Wealthbox and notify Slack
Whenever a prospect books a discovery call on Calendly, create the contact, calendar event, opportunity, and note in Wealthbox, then post the lead in Slack.
Nightly client meeting prep brief from Wealthbox
Every evening at 6pm, get one email with a prep brief for every client meeting on tomorrow's Wealthbox calendar.
Daily Wealthbox morning briefing in Slack for advisors
Every weekday at 7:30am, get a Slack digest of today's Wealthbox meetings, due tasks, opportunity moves, and client birthdays. One look, ready for the day.