Wealthbox Make integrationAutomate Wealthbox with Make.

Links a person to an existing household in Wealthbox, so the family appears as one unit when an advisor opens the record instead of as scattered contacts.

Ticks off a step of a Wealthbox workflow from the outside, so the checklist moves forward without anyone opening the CRM. Your team sees the step as done.

Adds a new person to your Wealthbox contacts from data collected elsewhere: a web form, a booking tool, a spreadsheet row. Each bundle that reaches the module becomes one contact.

Puts a meeting on the Wealthbox calendar, so the appointment sits next to the client file instead of only in a separate scheduling tool the advisor rarely opens.

Opens a new deal in Wealthbox so a prospect's potential business is tracked from the first signal. Your pipeline then reflects leads that started in another tool.

Writes a note on a Wealthbox record, which keeps a written trace of what happened outside the CRM: a call summary, an email reply, a form answer.

Starts a Wealthbox project, the container your team uses for longer pieces of work such as a new client onboarding or an account transfer.

Turns something that happened elsewhere into a Wealthbox task with its context, so follow-ups land in the advisor's list instead of in someone's memory.

Launches a Wealthbox workflow, the step-by-step checklist your firm already built for recurring processes, at the right moment and without anyone having to remember it.

Removes a contact from Wealthbox given its ID, which keeps the database clean when a record was created by mistake or duplicates another one.

Takes a person out of a household in Wealthbox, so the family structure follows a separation, a child moving out or a data entry error.

Clears an event from the Wealthbox calendar, so a cancelled meeting stops showing up in the advisor's day.

Drops an opportunity from your Wealthbox pipeline, which keeps forecasts honest when a deal was entered twice or was only a test.

Erases a project from the workspace, useful when an onboarding was opened for a prospect who finally did not sign.

Deletes a task from Wealthbox, so the advisor's list only holds work that still matters.

Returns the full record of one contact when you already hold its identifier, so later modules can reuse anything Wealthbox stores about that person.

Reads one event from the Wealthbox calendar by its identifier and passes its details to the next modules.

Pulls one deal from Wealthbox by its identifier, giving your scenario the current state of that opportunity before it acts.

Retrieves the text of one Wealthbox note from its identifier, so you can send it elsewhere: a shared document, a message to a colleague, an archive.

Gives your scenario the details of one project, found by its identifier, so a later module can report on it or decide what to do next.

Loads a single task from Wealthbox with its identifier, which is handy when you want to check it before touching it.

Shows one workflow and what it contains from its identifier, so you know where a client process stands before acting.

Calls any endpoint of the Wealthbox API with the connection you already set up, which covers what the other modules leave out.

Moves a Wealthbox workflow back by undoing a step, so the checklist tells the truth again when something marked done has to be redone.

Changes the details of an existing Wealthbox contact, so the CRM follows what clients tell you through other channels.

Edits an event already on the Wealthbox calendar, keeping the CRM in step when a meeting moves.

Advances a deal in Wealthbox by changing its details, which keeps the pipeline accurate without manual entry.

Rewrites an existing note, useful when a summary produced automatically needs a correction or an addition.

Updates a Wealthbox project with new information, so its status matches the work done in other tools.

Adjusts a task that already exists, so it still fits the advisor's list when the situation behind it changes.

Modifies a workflow that is already running in Wealthbox, so the process record follows decisions made elsewhere.

Collects every custom field defined in your Wealthbox workspace, which tells you what extra data your firm tracks beyond the standard record.

Lists the entries of a customizable category, the lists your firm defined for itself, so a scenario can use the same values Wealthbox shows.

Brings back all the projects your Wealthbox user can reach, a quick way to feed an overview in a spreadsheet or a dashboard.

Displays the workflow templates available to your user, the models your firm prepared for recurring processes.

Searches the comments left in Wealthbox, or pulls all those you can see, so the conversation around records can be read elsewhere.

Finds contacts in Wealthbox, or returns the whole list, which makes it the usual first step before any update or deletion.

Looks up events in the Wealthbox calendar, or fetches every event you can access, to feed another app with the meetings already planned.

Gathers notes from Wealthbox through a search or in full, handy when you need past discussions outside the CRM.

Scans your opportunities or lists them all, giving a scenario the raw material for a pipeline report outside Wealthbox.

Brings back the Wealthbox tasks your user can see, either the ones matching a search or the whole list, and hands each one to the next module as its own bundle, the packet of data Make passes along the chain.

Lists the Wealthbox workflows available to your user, filtered by a search or all at once, so a scenario can read where each onboarding or review process stands.