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Wealthbox integrations

Centralize data and automate business processes with Wealthbox integrations

Streamline your business processes by centralizing your Wealthbox data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.

Integrate Wealthbox with thousands of other apps in a few clicks.

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Centralize data in Boost.Space with Wealthbox integration Centralize data using ActiveCampaign integration, WooCommerce integration, Asana integration, Slack integration, Wealthbox integration, Wealthbox integration and 1100+ more!
Wealthbox Triggers / Actions

Get a head start with our Wealthbox integration templates or create your own

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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