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Wealthbox

The Wealthbox connector enables easy and secure data synchronization between your application and your customers’ Wealthbox accounts through unified data models.

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Authorization

The Wealthbox connector uses OAuth for secure authentication. When creating a connection, the required OAuth scopes are automatically configured based on your specific operations needs (e.g. genericContact::create, genericUser::list).

✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection

View our step-by-step integration guideWhitelabel
Supported
You can choose to provide your own set of clientId and clientSecret for this connector from the Morph Cloud dashboard; allowing a fully whitelabled experience for your end-customers.
import { Morph } from "@runmorph/cloud";

const morph = Morph({ publicKey: "pk_demo_xxxxxxxxxxxxxxx", secretKey: "sk_demo_xxxxxxxxxxxxxxx"}); 

// create a new connection
const connection = morph.connections({ connectorId: "wealthbox", ownerId: "demo" });
await connection.create({ operations:[ "genericContact::list" ]});

// auhtorize the connection
const { auhtorizationUrl } = await connection.authorize();

// redirect the user to the auhtorizationUrl

Live Demo
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.

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Models

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Generic

The Wealthbox connector seamlessly integrates with our unified genericContact model, enabling you to manage Contacts with rich data including firstName, lastName, phoneNumber, email and other key details

API Reference
GET/resources/genericContactList and Search Wealthbox Contacts
GET/resources/genericContact/:idRetrieve a Wealthbox Contact
POST/resources/genericContactCreate a Wealthbox Contact
PATCH/resources/genericContact/:idUpdate a Wealthbox Contact
DEL/resources/genericContact/:idDelete a Wealthbox Contact
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox Contact custom fields to the unified contact model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Contact model details

The Wealthbox connector seamlessly integrates with our unified genericCompany model, enabling you to manage Companies with rich data including name and other key details

API Reference
GET/resources/genericCompanyList and Search Wealthbox Companies
GET/resources/genericCompany/:idRetrieve a Wealthbox Company
POST/resources/genericCompanyCreate a Wealthbox Company
PATCH/resources/genericCompany/:idUpdate a Wealthbox Company
DEL/resources/genericCompany/:idDelete a Wealthbox Company
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox Company custom fields to the unified company model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Company model details

The Wealthbox connector seamlessly integrates with our unified genericUser model, enabling you to manage Users with rich data including firstName, lastName, email and other key details

API Reference
GET/resources/genericUserList and Search Wealthbox Users
GET/resources/genericUser/:idRetrieve a Wealthbox User
POST/resources/genericUserCreate a Wealthbox User
PATCH/resources/genericUser/:idUpdate a Wealthbox User
DEL/resources/genericUser/:idDelete a Wealthbox User
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox User custom fields to the unified user model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view User model details

The Wealthbox connector seamlessly integrates with our unified genericWorkspace model, enabling you to manage Workspaces with rich data including name and other key details

API Reference
GET/resources/genericWorkspaceList and Search Wealthbox Workspaces
GET/resources/genericWorkspace/:idRetrieve a Wealthbox Workspace
POST/resources/genericWorkspaceCreate a Wealthbox Workspace
PATCH/resources/genericWorkspace/:idUpdate a Wealthbox Workspace
DEL/resources/genericWorkspace/:idDelete a Wealthbox Workspace
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox Workspace custom fields to the unified workspace model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Workspace model details

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CRM

The Wealthbox connector seamlessly integrates with our unified crmOpportunity model, enabling you to manage Opportunities with rich data including name, amount, currency, pipeline, stage and other key details

API Reference
GET/resources/crmOpportunityList and Search Wealthbox Opportunities
GET/resources/crmOpportunity/:idRetrieve a Wealthbox Opportunity
POST/resources/crmOpportunityCreate a Wealthbox Opportunity
PATCH/resources/crmOpportunity/:idUpdate a Wealthbox Opportunity
DEL/resources/crmOpportunity/:idDelete a Wealthbox Opportunity
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox Opportunity custom fields to the unified opportunity model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Opportunity model details

The Wealthbox connector seamlessly integrates with our unified crmPipeline model, enabling you to manage Pipelines with rich data including name, stages and other key details

API Reference
GET/resources/crmPipelineList and Search Wealthbox Pipelines
GET/resources/crmPipeline/:idRetrieve a Wealthbox Pipeline
POST/resources/crmPipelineCreate a Wealthbox Pipeline
PATCH/resources/crmPipeline/:idUpdate a Wealthbox Pipeline
DEL/resources/crmPipeline/:idDelete a Wealthbox Pipeline

view Pipeline model details

The Wealthbox connector seamlessly integrates with our unified crmStage model, enabling you to manage Stages with rich data including pipeline, name, type and other key details

API Reference
GET/resources/crmStageList and Search Wealthbox Stages
GET/resources/crmStage/:idRetrieve a Wealthbox Stage
POST/resources/crmStageCreate a Wealthbox Stage
PATCH/resources/crmStage/:idUpdate a Wealthbox Stage
DEL/resources/crmStage/:idDelete a Wealthbox Stage

view Stage model details

The Wealthbox connector seamlessly integrates with our unified crmEngagement model, enabling you to manage Engagements with rich data including type, direction, status, title, description and other key details

API Reference
GET/resources/crmEngagementList and Search Wealthbox Engagements
GET/resources/crmEngagement/:idRetrieve a Wealthbox Engagement
POST/resources/crmEngagementCreate a Wealthbox Engagement
PATCH/resources/crmEngagement/:idUpdate a Wealthbox Engagement
DEL/resources/crmEngagement/:idDelete a Wealthbox Engagement
Custom Fields
Supported
The Wealthbox connector supports our Field Mapping feature, enabling you or your customers to seamlessly map Wealthbox Engagement custom fields to the unified engagement model. This allows for flexible data synchronization while maintaining data consistency across all connectors.

view Engagement model details

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Custom

Supported
Can’t find the unified model you need? The Wealthbox connector supports your own custom model.

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Webhooks

The Wealthbox connector supports real-time event subscriptions, allowing you to receive instant notifications when records are created, updated, or deleted. Below are the supported models and their corresponding triggers.
ModelsCreatedUpdatedDeletedAPI Reference
genericContactview event
genericCompanyview event
genericUserview event
genericWorkspaceview event
crmOpportunityview event
crmPipelineview event
crmStageview event
crmEngagementview event

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Proxy

Supported
The Wealthbox connector supports our Proxy Request feature, allowing you to directly call any endpoints from Wealthbox’s public API without needing to handle authentication. Your customer’s token will be automatically set and refreshed as needed, enabling quick implementation of custom connector behaviors. View API Reference.