> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runmorph.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Wealthbox

> Open-Source Wealthbox Connector

<Card title="Wealthbox" icon={<svg width="24" height="24" viewBox="0 0 62 62" xmlns="http://www.w3.org/2000/svg" fill="none"><path d="M30.178 9.325a2.42 2.42 0 0 1 2.423 0l16.966 9.789a2.42 2.42 0 0 1 1.212 2.097v19.577a2.42 2.42 0 0 1-1.212 2.097l-16.966 9.789c-.75.433-1.674.433-2.424 0l-16.966-9.789A2.42 2.42 0 0 1 12 40.788V21.211a2.42 2.42 0 0 1 1.212-2.097l16.966-9.789zm.606 38.135c.187.108.397.162.606.162s.418-.054.606-.162l13.33-7.691a1.21 1.21 0 0 0 .606-1.049V23.34a1.21 1.21 0 0 0-.606-1.049l-13.33-7.69a1.21 1.21 0 0 0-1.212 0l-13.33 7.69a1.21 1.21 0 0 0-.606 1.049v15.381a1.21 1.21 0 0 0 .606 1.049l13.331 7.691zm7.877-12.235V21.24l4.544 2.621c.188.108.303.308.303.525v13.285c0 .217-.115.416-.303.525l-4.544 2.622-7.271-4.195-7.272 4.195-4.544-2.622c-.188-.108-.303-.308-.303-.525V24.386c0-.216.115-.416.303-.525l4.544-2.621v13.986l7.272-4.196 7.271 4.195z" fill="#106ed4"/></svg>}>
  The Wealthbox connector enables easy and secure data synchronization between your application and your customers' Wealthbox accounts through unified data models.
</Card>

## Authorization

<Accordion title="OAuth" defaultOpen={false} icon="key-skeleton" iconType="duotone">
  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`).<br /><br />
  ✓ Automatic token refresh handling<br />
  ✓ Proactive insufficient permissions detection<br /><br />

  [View our step-by-step integration guide](./../api-reference/intro)

  **Whitelabel**

  <Check>
    **Supported** <br />
    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.
  </Check>
</Accordion>

<CodeGroup>
  ```typescript TypeScript theme={null}
  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
  ```

  ```tsx React theme={null}
  import { Morph, Connect } from "@runmorph/atoms";

  // generate sessionToken from server →  morph.sessions().create(...);

  export default function ConnectionPage({ sessionToken }) {
    return (
      <Morph.Provider>
        <Connect
          sessionToken={sessionToken}
          connectionCallbacks={{
            onError: (error) => alert(error.message)
          }}
        />
      </Morph.Provider>
    );
  }
  ```

  ```python Python theme={null}
  morph = Morph(api_key="pk_demo_xxxxxxxxxxxxxxx", api_secret="sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id="wealthbox", owner_id="demo")
  connection.create(operations=[ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize()
  authorization_url = auth_result["authorization_url"]

  # redirect the user to the authorization_url
  ```

  ```ruby Ruby theme={null}
  morph = Morph.new(api_key: "pk_demo_xxxxxxxxxxxxxxx", api_secret: "sk_demo_xxxxxxxxxxxxxxx")

  # create a new connection
  connection = morph.connections(connector_id: "wealthbox", owner_id: "demo")
  connection.create(operations: [ "genericContact::list" ])

  # authorize the connection
  auth_result = connection.authorize
  authorization_url = auth_result[:authorization_url]

  # redirect the user to the authorization_url
  ```

  ```php PHP theme={null}
  $morph = new Morph([
    'api_key' => 'pk_demo_xxxxxxxxxxxxxxx',
    'api_secret' => 'sk_demo_xxxxxxxxxxxxxxx'
  ]);

  // create a new connection
  $connection = $morph->connections([
    'connector_id' => 'wealthbox',
    'owner_id' => 'demo'
  ]);
  $connection->create(['operations' => ['genericContact::create','genericUser::list']]);

  // auhtorize the connection
  $authResult = $connection->authorize();
  $authorizationUrl = $authResult['authorization_url'];

  // redirect the user to the auhtorizationUrl
  ```

  ```go Go theme={null}
  morph := morph.New(&morph.Config{
      publicKey:    "pk_demo_xxxxxxxxxxxxxxx",
      secretKey: "sk_demo_xxxxxxxxxxxxxxx",
  })

  // create a new connection
  connection := morph.Connections(&morph.ConnectionConfig{
      ConnectorId: "wealthbox",
      OwnerId:    "demo",
  })
  connection.Create(&morph.CreateConfig{
      Operations: []string{"genericContact::create", "genericUser::list"},
  })

  // authorize the connection
  authResult, _ := connection.Authorize()
  authorizationUrl := authResult.AuthorizationUrl

  // redirect the user to the authorization URL
  ```
</CodeGroup>

<br />

<Accordion title="Try a live demo of Wealthbox connection ✨">
  <Check>
    **Live Demo** <br />
    Select a connector below to experience our seamless authentication flow and see
    how easy it is to connect third-party services.
  </Check>

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/wealthbox?theme=light" width="100%" height="370px" className="block dark:hidden" />

  <iframe src="https://atoms-playground.vercel.app/temp/connectors/wealthbox?theme=dark" width="100%" height="370px" className="hidden dark:block" />
</Accordion>

## Models

### Generic

<AccordionGroup>
  <Accordion title="Contact" defaultOpen={false} icon="user-group">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Contacts](./../api-reference/models/contact/list-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Contact](./../api-reference/models/contact/retrieve-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact`</td>
        <td className="py-1 px-2">[Create a Wealthbox Contact](./../api-reference/models/contact/create-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Contact](./../api-reference/models/contact/update-contact)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericContact/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Contact](./../api-reference/models/contact/delete-contact)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Contact model details](./../models/genericContact)
  </Accordion>

  <Accordion title="Company" defaultOpen={false} icon="building">
    <p>
      The Wealthbox connector seamlessly integrates with our unified `genericCompany` model, enabling you to manage Companies with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Companies](./../api-reference/models/company/list-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Company](./../api-reference/models/company/retrieve-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany`</td>
        <td className="py-1 px-2">[Create a Wealthbox Company](./../api-reference/models/company/create-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Company](./../api-reference/models/company/update-company)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericCompany/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Company](./../api-reference/models/company/delete-company)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Company model details](./../models/genericCompany)
  </Accordion>

  <Accordion title="User" defaultOpen={false} icon="users-medical">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Users](./../api-reference/models/user/list-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox User](./../api-reference/models/user/retrieve-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser`</td>
        <td className="py-1 px-2">[Create a Wealthbox User](./../api-reference/models/user/create-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox User](./../api-reference/models/user/update-user)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericUser/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox User](./../api-reference/models/user/delete-user)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view User model details](./../models/genericUser)
  </Accordion>

  <Accordion title="Workspace" defaultOpen={false} icon="network-wired">
    <p>
      The Wealthbox connector seamlessly integrates with our unified `genericWorkspace` model, enabling you to manage Workspaces with rich data including `name` and other key details <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Workspaces](./../api-reference/models/workspace/list-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Workspace](./../api-reference/models/workspace/retrieve-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace`</td>
        <td className="py-1 px-2">[Create a Wealthbox Workspace](./../api-reference/models/workspace/create-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Workspace](./../api-reference/models/workspace/update-workspace)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/genericWorkspace/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Workspace](./../api-reference/models/workspace/delete-workspace)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Workspace model details](./../models/genericWorkspace)
  </Accordion>
</AccordionGroup>

### CRM

<AccordionGroup>
  <Accordion title="Opportunity" defaultOpen={false} icon="badge-dollar">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Opportunities](./../api-reference/models/opportunity/list-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Opportunity](./../api-reference/models/opportunity/retrieve-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity`</td>
        <td className="py-1 px-2">[Create a Wealthbox Opportunity](./../api-reference/models/opportunity/create-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Opportunity](./../api-reference/models/opportunity/update-opportunity)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmOpportunity/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Opportunity](./../api-reference/models/opportunity/delete-opportunity)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Opportunity model details](./../models/crmOpportunity)
  </Accordion>

  <Accordion title="Pipeline" defaultOpen={false} icon="square-kanban">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Pipelines](./../api-reference/models/pipeline/list-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Pipeline](./../api-reference/models/pipeline/retrieve-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline`</td>
        <td className="py-1 px-2">[Create a Wealthbox Pipeline](./../api-reference/models/pipeline/create-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Pipeline](./../api-reference/models/pipeline/update-pipeline)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmPipeline/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Pipeline](./../api-reference/models/pipeline/delete-pipeline)</td>
      </tr>
    </table>

    <br />

    [view Pipeline model details](./../models/crmPipeline)
  </Accordion>

  <Accordion title="Stage" defaultOpen={false} icon="flag-pennant">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Stages](./../api-reference/models/stage/list-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Stage](./../api-reference/models/stage/retrieve-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage`</td>
        <td className="py-1 px-2">[Create a Wealthbox Stage](./../api-reference/models/stage/create-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Stage](./../api-reference/models/stage/update-stage)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmStage/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Stage](./../api-reference/models/stage/delete-stage)</td>
      </tr>
    </table>

    <br />

    [view Stage model details](./../models/crmStage)
  </Accordion>

  <Accordion title="Engagement" defaultOpen={false} icon="comments">
    <p>
      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 <br />
    </p>

    **API Reference**

    <table className="mt-0">
      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[List and Search Wealthbox Engagements](./../api-reference/models/engagement/list-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-green-400/20 text-green-700 dark:bg-green-400/20 dark:text-green-400">GET</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Retrieve a Wealthbox Engagement](./../api-reference/models/engagement/retrieve-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md  leading-tight font-bold bg-blue-400/20 text-blue-700 dark:bg-blue-400/20 dark:text-blue-400">POST</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement`</td>
        <td className="py-1 px-2">[Create a Wealthbox Engagement](./../api-reference/models/engagement/create-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-orange-400/20 text-orange-700 dark:bg-orange-400/20 dark:text-orange-400">PATCH</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Update a Wealthbox Engagement](./../api-reference/models/engagement/update-engagement)</td>
      </tr>

      <tr>
        <td className="py-1 px-2">
          <span className="px-1 py-0.5 rounded-md leading-tight font-bold bg-red-400/20 text-red-700 dark:bg-red-400/20 dark:text-red-400">DEL</span>
        </td>

        <td className="py-1 px-2">`/resources/crmEngagement/:id`</td>
        <td className="py-1 px-2">[Delete a Wealthbox Engagement](./../api-reference/models/engagement/delete-engagement)</td>
      </tr>
    </table>

    **Custom Fields**

    <Check>
      **Supported** <br />
      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.
    </Check>

    <br />

    [view Engagement model details](./../models/crmEngagement)
  </Accordion>
</AccordionGroup>

## Custom

<Check>
  **Supported** <br />
  Can't find the unified model you need? The Wealthbox connector supports your own custom model.
</Check>

## Webhooks

<Accordion title="Events Subscription" defaultOpen={false} icon="webhook" iconType="duotone">
  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.

  <table className="mt-0">
    <tr>
      <th className="py-1 px-2">Models</th>
      <th className="py-1 px-2">Created</th>
      <th className="py-1 px-2">Updated</th>
      <th className="py-1 px-2">Deleted</th>
      <th className="py-1 px-6">API Reference</th>
    </tr>

    <tr>
      <td className="">`genericContact`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/contact/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericCompany`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/company/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericUser`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/user/event)
      </td>
    </tr>

    <tr>
      <td className="">`genericWorkspace`</td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-x" iconType="duotone" color="gray" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/workspace/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmOpportunity`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/opportunity/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmPipeline`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/pipeline/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmStage`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/stage/event)
      </td>
    </tr>

    <tr>
      <td className="">`crmEngagement`</td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        <Icon icon="circle-check" iconType="duotone" />
      </td>

      <td className=" text-center">
        [view event](./../api-reference/models/engagement/event)
      </td>
    </tr>
  </table>
</Accordion>

## Proxy

<Check>
  **Supported** <br />
  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](./../api-reference/proxy/proxy-request-to-connector).
</Check>
