Wealthbox
CRM for financial advisors with contacts, households, opportunities and workflows.
- Category
- CRM & Sales
- Type
- Industry CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
02Data
What you can sync.
- Contacts
- Households
- Opportunities
- Tasks
- Events
- Notes
Model Wealthbox contacts once in the Warehouse, then forecast, report and ask questions about the pipeline from any app.
Need more? Name any other Wealthbox data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
Wealthbox uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Wealthbox if you need help.
04How it works
How it works in DataMind.
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Pick Wealthbox.
Open Lake, pick Wealthbox in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Wealthbox API docs.
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Answer a few questions.
The AI reads the Wealthbox documentation, then asks which credentials you will use, which data to sync (for example contacts and households), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Wealthbox data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
