Wealthbox

Wealthbox is a CRM platform built specifically for financial advisors, offering contact management, task workflows, opportunities, projects, and collaborative team features tailored to wealth management practices. The platform's REST API supports both personal Access Tokens and OAuth 2.0 for integrations, exposing CRUD endpoints for contacts, tasks, events, notes, workflows, custom fields, and activity streams under the api.crmworkspace.com base URL.

1 APIs 0 Features

CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow AutomationSaaS

APIs

Wealthbox CRM API

REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, teams, and activity streams in Wealthbox CRM. Supports personal Access T...

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Wealthbox CRM API

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opencollection: 1.0.0
info:
  name: Wealthbox CRM API
  version: 1.0.0
request:
  auth:
    type: apikey
    key: ACCESS_TOKEN
    value: '{{ACCESS_TOKEN}}'
    placement: header
items:
- info:
    name: Profile
    type: folder
  items:
  - info:
      name: Retrieve login profile information
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/me
    docs: Retrieve login profile information
- info:
    name: Activity
    type: folder
  items:
  - info:
      name: Retrieve the activity stream
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/activity
    docs: Retrieve the activity stream
- info:
    name: Contacts
    type: folder
  items:
  - info:
      name: List all contacts
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/contacts
    docs: List all contacts
  - info:
      name: Create a new contact
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/contacts
      body:
        type: json
        data: '{}'
    docs: Create a new contact
  - info:
      name: Retrieve a contact
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/contacts/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Retrieve a contact
  - info:
      name: Update a contact
      type: http
    http:
      method: PUT
      url: https://api.crmworkspace.com/v1/contacts/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
      body:
        type: json
        data: '{}'
    docs: Update a contact
  - info:
      name: Delete a contact
      type: http
    http:
      method: DELETE
      url: https://api.crmworkspace.com/v1/contacts/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Delete a contact
- info:
    name: Tasks
    type: folder
  items:
  - info:
      name: List all tasks
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/tasks
    docs: List all tasks
  - info:
      name: Create a new task
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/tasks
      body:
        type: json
        data: '{}'
    docs: Create a new task
  - info:
      name: Retrieve a task
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/tasks/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Retrieve a task
  - info:
      name: Update a task
      type: http
    http:
      method: PUT
      url: https://api.crmworkspace.com/v1/tasks/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
      body:
        type: json
        data: '{}'
    docs: Update a task
  - info:
      name: Delete a task
      type: http
    http:
      method: DELETE
      url: https://api.crmworkspace.com/v1/tasks/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Delete a task
- info:
    name: Events
    type: folder
  items:
  - info:
      name: List all events
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/events
    docs: List all events
  - info:
      name: Create an event
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/events
      body:
        type: json
        data: '{}'
    docs: Create an event
- info:
    name: Opportunities
    type: folder
  items:
  - info:
      name: List all opportunities
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/opportunities
    docs: List all opportunities
  - info:
      name: Create an opportunity
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/opportunities
      body:
        type: json
        data: '{}'
    docs: Create an opportunity
- info:
    name: Notes
    type: folder
  items:
  - info:
      name: List all notes
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/notes
    docs: List all notes
  - info:
      name: Create a note
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/notes
      body:
        type: json
        data: '{}'
    docs: Create a note
- info:
    name: Workflows
    type: folder
  items:
  - info:
      name: List all workflows
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/workflows
    docs: List all workflows
  - info:
      name: Create a workflow
      type: http
    http:
      method: POST
      url: https://api.crmworkspace.com/v1/workflows
      body:
        type: json
        data: '{}'
    docs: Create a workflow
  - info:
      name: Retrieve a workflow
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/workflows/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Retrieve a workflow
  - info:
      name: Delete a workflow
      type: http
    http:
      method: DELETE
      url: https://api.crmworkspace.com/v1/workflows/:id
      params:
      - name: id
        value: ''
        type: path
        description: Wealthbox resource identifier.
    docs: Delete a workflow
- info:
    name: Users
    type: folder
  items:
  - info:
      name: List all users
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/users
    docs: List all users
- info:
    name: Teams
    type: folder
  items:
  - info:
      name: List all teams
      type: http
    http:
      method: GET
      url: https://api.crmworkspace.com/v1/teams
    docs: List all teams
bundled: true