All integrationsCRM & Contacts
Wealthbox
Manage Wealthbox contacts, tasks, notes and projects, and look up users, teams and events.
- actions
- 25
Actions
Steps a workflow can run in Wealthbox.
- Get meGet me in Wealthbox.
- List usersList users in Wealthbox. Returns one page; use the page controls to continue.
- List teamsList teams in Wealthbox. Returns one page; use the page controls to continue.
- List tagsList tags in Wealthbox. Returns one page; use the page controls to continue.
- List custom fieldsList custom fields in Wealthbox. Returns one page; use the page controls to continue.
- List contactsList contacts in Wealthbox. Returns one page; use the page controls to continue.
- Get contactGet contact in Wealthbox.
- Create contactCreate contact in Wealthbox.
- Update contactUpdate contact in Wealthbox.
- Delete contactDelete contact in Wealthbox.
- List tasksList tasks in Wealthbox. Returns one page; use the page controls to continue.
- Get taskGet task in Wealthbox.
- Create taskCreate task in Wealthbox.
- Update taskUpdate task in Wealthbox.
- Delete taskDelete task in Wealthbox.
- List notesList notes in Wealthbox. Returns one page; use the page controls to continue.
- Get noteGet note in Wealthbox.
- Create noteCreate note in Wealthbox.
- Update noteUpdate note in Wealthbox.
- List projectsList projects in Wealthbox. Returns one page; use the page controls to continue.
- Get projectGet project in Wealthbox.
- Create projectCreate project in Wealthbox.
- Update projectUpdate project in Wealthbox.
- Delete projectDelete project in Wealthbox.
- List eventsList events in Wealthbox. Returns one page; use the page controls to continue.
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