openapi: 3.1.0
info:
title: Wealthbox CRM Activity Events API
description: 'REST API for Wealthbox, a CRM built for financial advisors. Provides CRUD
endpoints for contacts, tasks, events, opportunities, notes, workflows,
users, and teams. Authenticate either with a personal Access Token sent in
the `ACCESS_TOKEN` header, or with an OAuth 2.0 bearer token sent in the
standard `Authorization: Bearer ...` header.
'
version: 1.0.0
contact:
name: Wealthbox Developers
url: https://dev.wealthbox.com
license:
name: Proprietary
servers:
- url: https://api.crmworkspace.com/v1
description: Wealthbox CRM production API
security:
- accessToken: []
- oauth2: []
tags:
- name: Events
paths:
/events:
get:
tags:
- Events
summary: List all events
operationId: listEvents
responses:
'200':
description: A list of events.
post:
tags:
- Events
summary: Create an event
operationId: createEvent
requestBody:
required: true
content:
application/json:
schema:
type: object
responses:
'201':
description: Event created.
components:
securitySchemes:
accessToken:
type: apiKey
in: header
name: ACCESS_TOKEN
description: Personal Access Token issued from the Wealthbox account settings.
oauth2:
type: oauth2
description: OAuth 2.0 authorization code flow for third-party integrations.
flows:
authorizationCode:
authorizationUrl: https://app.crmworkspace.com/oauth/authorize
tokenUrl: https://app.crmworkspace.com/oauth/token
scopes:
login: Access basic profile information
data: Read and write CRM data
externalDocs:
description: Wealthbox API Reference
url: https://dev.wealthbox.com