Wealthbox
Financial advisor CRM for managing contacts, tasks, events, opportunities, and client workflows.
Free account. No credit card required.
Three ways to use Wealthbox
Ask your specialist
Pull data, take actions, or answer questions with this integration, right in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Wealthbox.
Add Household Member
Add a contact as a member of a household.
Complete Workflow Step
Mark a workflow step as completed.
Create Contact
Create a new contact (person, household, organization, or trust) in Wealthbox.
Create Event
Create a new calendar event with attendees and linked resources.
Create Note
Create a new note linked to a contact, project, or opportunity.
Create Opportunity
Create a new sales opportunity with amounts and linked contacts.
