# Wealthbox integration

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

- Authentication: apiKey

## Tools (49)

- **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.
- **Create Project**: Create a new project with linked resources.
- **Create Task**: Create a new task with optional subtasks, linked resources, and team assignment.
- **Create Workflow**: Create a new workflow instance from a workflow template.
- **Delete Contact**: Delete a contact by ID.
- **Delete Event**: Delete an event by ID.
- **Delete Opportunity**: Delete an opportunity by ID.
- **Delete Project**: Delete a project by ID.
- **Delete Task**: Delete a task by ID.
- **Delete Workflow**: Delete a workflow by ID.
- **Get Contact**: Retrieve a single contact by ID.
- **Get Current User**: Retrieve the authenticated user's profile information.
- **Get Event**: Retrieve a single event by ID.
- **Get Note**: Retrieve a single note by ID.
- **Get Opportunity**: Retrieve a single opportunity by ID.
- **Get Project**: Retrieve a single project by ID.
- **Get Task**: Retrieve a single task by ID.
- **Get Workflow**: Retrieve a single workflow by ID.
- **Get Workflow Template**: Retrieve a single workflow template by ID.
- **List Activity Stream**: Retrieve the activity feed for the workspace, optionally filtered by contact or type.
- **List Comments**: Retrieve comments attached to various resources.
- **List Contact Roles**: Retrieve all available contact role definitions for the workspace.
- **List Contacts**: Retrieve a paginated list of contacts with filtering and sorting options.
- **List Custom Fields**: Retrieve all custom field definitions configured for the workspace.
- **List Customizable Category Members**: Retrieve all members belonging to a specific customizable category.
- **List Events**: Retrieve a paginated list of events (calendar entries).
- **List Notes**: Retrieve a paginated list of notes with filtering options.
- **List Opportunities**: Retrieve a paginated list of opportunities (sales pipeline items).
- **List Projects**: Retrieve a paginated list of projects.
- **List Tags**: Retrieve all tags in use across the workspace.
- **List Tasks**: Retrieve a paginated list of tasks with filtering options.
- **List Teams**: Retrieve all teams in the workspace.
- **List User Groups**: Retrieve all user groups in the workspace.
- **List Users**: Retrieve all users in the workspace.
- **List Workflows**: Retrieve a paginated list of workflows with status and resource filtering.
- **List Workflow Templates**: Retrieve a paginated list of workflow templates available in the workspace.
- **Remove Household Member**: Remove a member from a household.
- **Revert Workflow Step**: Revert a completed workflow step back to incomplete.
- **Update Contact**: Update an existing contact's fields by ID.
- **Update Event**: Update an existing event's fields by ID.
- **Update Note**: Update an existing note's fields by ID.
- **Update Opportunity**: Update an existing opportunity's fields by ID.
- **Update Project**: Update an existing project's fields by ID.
- **Update Task**: Update an existing task's fields by ID.

## Related prompts

- [Weekly stalled deal re-engagement drafts from Wealthbox](https://www.generalinput.com/prompts/weekly-stalled-deal-re-engagement-drafts-from-wealthbox.md)
- [Push new Calendly bookings into Wealthbox and notify Slack](https://www.generalinput.com/prompts/push-new-calendly-bookings-into-wealthbox-and-notify-slack.md)
- [Nightly client meeting prep brief from Wealthbox](https://www.generalinput.com/prompts/nightly-client-meeting-prep-brief-from-wealthbox.md)
- [Daily Wealthbox morning briefing in Slack for advisors](https://www.generalinput.com/prompts/daily-wealthbox-morning-briefing-in-slack-for-advisors.md)

Connect Wealthbox in General Input: https://www.generalinput.com/apps/wealthbox