Wealthbox
Open-Source Wealthbox Connector
Wealthbox
The Wealthbox connector enables easy and secure data synchronization between your application and your customers’ Wealthbox accounts through unified data models.
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 guide
Whitelabel
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.
Models
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/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 |
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.
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/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 |
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.
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/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 |
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.
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/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 |
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.
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/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 |
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.
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/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 |
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/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 |
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/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 |
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.
Custom
Supported
Can’t find the unified model you need? The Wealthbox connector supports your own custom model.
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.
Models | Created | Updated | Deleted | API Reference |
---|---|---|---|---|
genericContact | ||||
genericCompany | ||||
genericUser | ||||
genericWorkspace | ||||
crmOpportunity | ||||
crmPipeline | ||||
crmStage | ||||
crmEngagement |
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.