Wealthbox

Wealthbox Workflows API

The Workflows API from Wealthbox — 2 operation(s) for workflows.

Documentation GitHub OpenAPI

Specifications

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OpenAPI

https://raw.githubusercontent.com/api-evangelist/wealthbox/refs/heads/main/openapi/wealthbox-workflows-api-openapi.yml

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OpenAPI Specification

openapi: 3.1.0
info:
  title: Wealthbox CRM Activity Workflows 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: Workflows
paths:
  /workflows:
    get:
      tags:
      - Workflows
      summary: List all workflows
      operationId: listWorkflows
      responses:
        '200':
          description: A list of workflows.
    post:
      tags:
      - Workflows
      summary: Create a workflow
      operationId: createWorkflow
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '201':
          description: Workflow created.
  /workflows/{id}:
    parameters:
    - $ref: '#/components/parameters/IdPath'
    get:
      tags:
      - Workflows
      summary: Retrieve a workflow
      operationId: getWorkflow
      responses:
        '200':
          description: A workflow record.
    delete:
      tags:
      - Workflows
      summary: Delete a workflow
      operationId: deleteWorkflow
      responses:
        '204':
          description: Workflow deleted.
components:
  parameters:
    IdPath:
      in: path
      name: id
      required: true
      schema:
        type: integer
        format: int64
      description: Wealthbox resource identifier.
  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