Wealthbox

Wealthbox

Financial advisor CRM for managing contacts, tasks, events, opportunities, and client workflows.

API Key49 tools
Connect Wealthbox

80% off your first month on any plan.

Three ways to use Wealthbox

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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.

Tool

Complete Workflow Step

Mark a workflow step as completed.

Tool

Create Contact

Create a new contact (person, household, organization, or trust) in Wealthbox.

Tool

Create Event

Create a new calendar event with attendees and linked resources.

Tool

Create Note

Create a new note linked to a contact, project, or opportunity.

Tool

Create Opportunity

Create a new sales opportunity with amounts and linked contacts.

Tool

Get started automating Wealthbox

01Connect your accountLink your account securely with OAuth or an API key.
02Choose a trigger or toolPick the events and actions your workflow should use.
03Configure the workflowDescribe what you want and your specialist wires it up for you.
04Refine the processTest runs, review output, and tweak until it's right.
05Turn it onSet it live and it runs on a schedule or on events.

Ready-to-use workflows

Prompts using Wealthbox

Browse all
Weekly stalled deal re-engagement drafts from WealthboxPush new Calendly bookings into Wealthbox and notify SlackNightly client meeting prep brief from WealthboxDaily Wealthbox morning briefing in Slack for advisors

Your Wealthbox workflows, on autopilot.

Connect Wealthbox and let AI agents handle the busywork.

Connect Wealthbox

Create an account to connect your tools. 80% off your first month on any plan.

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