# Wealthbox CRM API

**Canonical:** https://apis.io/apis/wealthbox/crm-api/  
**Provider:** Wealthbox — https://apis.io/providers/wealthbox/  
**Base URL:** https://api.crmworkspace.com  
**Documentation:** https://dev.wealthbox.com

Wealthbox CRM API is one of 11 APIs that [Wealthbox](https://apis.io/providers/wealthbox/) publishes on the [APIs.io](https://apis.io/) network. Tagged areas include CRM, Financial Advisors, and Wealth Management. The published artifact set on APIs.io includes API documentation and authentication docs.

REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, teams, and activity streams in Wealthbox CRM. Supports personal Access Tokens (ACCESS_TOKEN header) or OAuth 2.0 authorization code flow.

## Machine-readable artifacts (3)

- **Documentation** — https://dev.wealthbox.com
- **Authentication** — https://dev.wealthbox.com/#authentication
- **APIsJSON** — https://raw.githubusercontent.com/api-evangelist/wealthbox/refs/heads/main/apis.yml

## Other Wealthbox APIs (10)

- [Wealthbox Activity API](https://apis.io/apis/wealthbox/wealthbox-activity-api/)
- [Wealthbox Contacts API](https://apis.io/apis/wealthbox/wealthbox-contacts-api/)
- [Wealthbox Events API](https://apis.io/apis/wealthbox/wealthbox-events-api/)
- [Wealthbox Notes API](https://apis.io/apis/wealthbox/wealthbox-notes-api/)
- [Wealthbox Opportunities API](https://apis.io/apis/wealthbox/wealthbox-opportunities-api/)
- [Wealthbox Profile API](https://apis.io/apis/wealthbox/wealthbox-profile-api/)
- [Wealthbox Tasks API](https://apis.io/apis/wealthbox/wealthbox-tasks-api/)
- [Wealthbox Teams API](https://apis.io/apis/wealthbox/wealthbox-teams-api/)
- [Wealthbox Users API](https://apis.io/apis/wealthbox/wealthbox-users-api/)
- [Wealthbox Workflows API](https://apis.io/apis/wealthbox/wealthbox-workflows-api/)

## Tags

CRM, Financial Advisors, Wealth Management

---

Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/wealthbox/crm-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/wealthbox/.