Wealthbox
Authorization
OAuth
OAuth
genericContact::create
, genericUser::list
).✓ Automatic token refresh handling
✓ Proactive insufficient permissions detection
View our step-by-step integration guideWhitelabel
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.Try a live demo of Wealthbox connection ✨
Try a live demo of Wealthbox connection ✨
Select a connector below to experience our seamless authentication flow and see how easy it is to connect third-party services.
Models
Generic
Contact
Contact
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
GET | /resources/genericContact | List and Search Wealthbox Contacts |
GET | /resources/genericContact/:id | Retrieve a Wealthbox Contact |
POST | /resources/genericContact | Create a Wealthbox Contact |
PATCH | /resources/genericContact/:id | Update a Wealthbox Contact |
DEL | /resources/genericContact/:id | Delete a Wealthbox Contact |
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
Company
Company
The Wealthbox connector seamlessly integrates with our unified genericCompany
model, enabling you to manage Companies with rich data including name
and other key details
GET | /resources/genericCompany | List and Search Wealthbox Companies |
GET | /resources/genericCompany/:id | Retrieve a Wealthbox Company |
POST | /resources/genericCompany | Create a Wealthbox Company |
PATCH | /resources/genericCompany/:id | Update a Wealthbox Company |
DEL | /resources/genericCompany/:id | Delete a Wealthbox Company |
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
User
User
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
GET | /resources/genericUser | List and Search Wealthbox Users |
GET | /resources/genericUser/:id | Retrieve a Wealthbox User |
POST | /resources/genericUser | Create a Wealthbox User |
PATCH | /resources/genericUser/:id | Update a Wealthbox User |
DEL | /resources/genericUser/:id | Delete a Wealthbox User |
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
Workspace
Workspace
The Wealthbox connector seamlessly integrates with our unified genericWorkspace
model, enabling you to manage Workspaces with rich data including name
and other key details
GET | /resources/genericWorkspace | List and Search Wealthbox Workspaces |
GET | /resources/genericWorkspace/:id | Retrieve a Wealthbox Workspace |
POST | /resources/genericWorkspace | Create a Wealthbox Workspace |
PATCH | /resources/genericWorkspace/:id | Update a Wealthbox Workspace |
DEL | /resources/genericWorkspace/:id | Delete a Wealthbox Workspace |
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
CRM
Opportunity
Opportunity
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
GET | /resources/crmOpportunity | List and Search Wealthbox Opportunities |
GET | /resources/crmOpportunity/:id | Retrieve a Wealthbox Opportunity |
POST | /resources/crmOpportunity | Create a Wealthbox Opportunity |
PATCH | /resources/crmOpportunity/:id | Update a Wealthbox Opportunity |
DEL | /resources/crmOpportunity/:id | Delete a Wealthbox Opportunity |
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
Pipeline
Pipeline
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
GET | /resources/crmPipeline | List and Search Wealthbox Pipelines |
GET | /resources/crmPipeline/:id | Retrieve a Wealthbox Pipeline |
POST | /resources/crmPipeline | Create a Wealthbox Pipeline |
PATCH | /resources/crmPipeline/:id | Update a Wealthbox Pipeline |
DEL | /resources/crmPipeline/:id | Delete a Wealthbox Pipeline |
view Pipeline model details
Stage
Stage
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
GET | /resources/crmStage | List and Search Wealthbox Stages |
GET | /resources/crmStage/:id | Retrieve a Wealthbox Stage |
POST | /resources/crmStage | Create a Wealthbox Stage |
PATCH | /resources/crmStage/:id | Update a Wealthbox Stage |
DEL | /resources/crmStage/:id | Delete a Wealthbox Stage |
view Stage model details
Engagement
Engagement
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
GET | /resources/crmEngagement | List and Search Wealthbox Engagements |
GET | /resources/crmEngagement/:id | Retrieve a Wealthbox Engagement |
POST | /resources/crmEngagement | Create a Wealthbox Engagement |
PATCH | /resources/crmEngagement/:id | Update a Wealthbox Engagement |
DEL | /resources/crmEngagement/:id | Delete a Wealthbox Engagement |
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
Custom
Can’t find the unified model you need? The Wealthbox connector supports your own custom model.
Webhooks
Events Subscription
Events Subscription
Models | Created | Updated | Deleted | API Reference |
---|---|---|---|---|
genericContact | view event | |||
genericCompany | view event | |||
genericUser | view event | |||
genericWorkspace | view event | |||
crmOpportunity | view event | |||
crmPipeline | view event | |||
crmStage | view event | |||
crmEngagement | view event |
Proxy
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.