Wealthbox and Boost.space enhance financial CRM workflows.
Wealthbox offers CRM tools designed for financial advisors. Integrated with Boost.Space, it automates workflows, tracks client interactions, and improves data organization to support client management.
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Wealthbox Modules (42)
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Add a Member to a Household
Adds a member to the household.
Complete a Workflow Step
Completes a workflow step.
Create a Contact
Creates a new contact.
Create an Event
Creates a new event.
Create a Note
Creates a new note.
Create an Opportunity
Creates a new opportunity.
Create a Project
Creates a new project.
Create a Task
Creates a new task.
Create a Workflow
Creates a new workflow.
Delete a Contact
Deletes a specific contact using its unique identifier.
Delete an Event
Deletes an existing event from your account (workspace).
Delete a Member From a Household
Removes a member from a household.
Delete an Opportunity
Deletes an existing opportunity from your account (workspace).
Delete a Project
Deletes an existing project from your account (workspace).
Delete a Task
Deletes an existing task from your account (workspace).
Get a Contact
Retrieves a specific contact using its unique identifier.
Get an Event
Retrieves a specific event using its unique identifier.
Get a Note
Retrieves a specific note using its unique identifier.
Get an Opportunity
Retrieves a specific opportunity using its unique identifier.
Get a Project
Retrieves a specific project using its unique identifier.
Get a Task
Retrieves a specific task using its unique identifier.
Get a Workflow
Retrieves a specific workflow using its unique identifier.
Make an API Call
Performs an arbitrary authorized API call.
Revert a Workflow Step
Reverts a workflow step.
Update a Contact
Updates a specific contact using its unique identifier.
Update an Event
Updates an existing event with new properties.
Update a Note
Updates an existing note with new properties.
Update an Opportunity
Updates an existing opportunity with new properties.
Update a Project
Updates an existing project with new properties.
Update a Task
Updates an existing task with new properties.
Update a Workflow
Updates an existing workflow with new properties.
List Custom Fields
Fetches every custom field in the authenticated user’s account (workspace).
List Members of a Customizable Category
Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.
Search Opportunities
Searches for opportunities or fetches all of the opportunities that are accessible by the user.
Search Comments
Searches for comments or fetches all of the comments that are accessible by the user.
Search Contacts
Searches for contacts or retrieves them all.
Search Events
Searches for events or fetches all of the events that are accessible by the user.
Search Notes
Searches for notes or fetches all of the notes that are accessible by the user.
List Projects
Fetches all of the projects that are accessible by the user.
Search Tasks
Searches for tasks or fetches all of the tasks that are accessible by the user.
Search Workflows
Searches for workflows or fetches all of the workflows that are accessible by the user.
List Workflow Templates
Fetches all of the workflow templates that are accessible by the user.
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