Wealthbox
Interact with Wealthbox
Configuration
Read Note
Operation
Read Note
Wealthbox Account*
Select Wealthbox account
Note ID
Enter Note ID (optional)
Read Note (
wealthbox_read_note)Read content from a Wealthbox note
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
noteId | string | No | The ID of the note to read |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
content | string | Formatted note information |
note | object | Raw note data from Wealthbox |
operation | string | The operation performed |
noteId | string | ID of the note |
Write Note
Operation
Write Note
Wealthbox Account*
Select Wealthbox account
Select Contact
Enter Contact ID
Contact ID
Enter Contact ID
Content*
Enter Content
Write Note (
wealthbox_write_note)Create or update a Wealthbox note
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
content | string | Yes | The main body of the note |
contactId | string | No | ID of contact to link to this note |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success indicator |
note | object | Raw note data from Wealthbox |
operation | string | The operation performed |
itemId | string | ID of the created/updated note |
Read Contact
Operation
Read Contact
Wealthbox Account*
Select Wealthbox account
Select Contact
Enter Contact ID
Contact ID
Enter Contact ID
Read Contact (
wealthbox_read_contact)Read content from a Wealthbox contact
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
contactId | string | No | The ID of the contact to read |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
content | string | Formatted contact information |
contact | object | Raw contact data from Wealthbox |
operation | string | The operation performed |
contactId | string | ID of the contact |
Write Contact
Operation
Write Contact
Wealthbox Account*
Select Wealthbox account
First Name*
Enter First Name
Last Name*
Enter Last Name
Email Address
Enter Email Address
Background Information
Enter Background Information
Write Contact (
wealthbox_write_contact)Create a new Wealthbox contact
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
firstName | string | Yes | The first name of the contact |
lastName | string | Yes | The last name of the contact |
emailAddress | string | No | The email address of the contact |
backgroundInformation | string | No | Background information about the contact |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success indicator |
contact | object | Raw contact data from Wealthbox |
operation | string | The operation performed |
itemId | string | ID of the created/updated contact |
Read Task
Operation
Read Task
Wealthbox Account*
Select Wealthbox account
Task ID
Enter Task ID
Task ID
Enter Task ID
Read Task (
wealthbox_read_task)Read content from a Wealthbox task
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
taskId | string | No | The ID of the task to read |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success status |
content | string | Formatted task information |
task | object | Raw task data from Wealthbox |
operation | string | The operation performed |
taskId | string | ID of the task |
Write Task
Operation
Write Task
Wealthbox Account*
Select Wealthbox account
Select Contact
Enter Contact ID
Contact ID
Enter Contact ID
Title*
Enter Title
Due Date*
YYYY-MM-DDTHH:mm:ssZ (e.g., 2015-05-24T11:00:00Z)
Content*
Enter Content
Write Task (
wealthbox_write_task)Create or update a Wealthbox task
Input
| Parameter | Type | Required | Description |
|---|---|---|---|
title | string | Yes | The name/title of the task |
dueDate | string | Yes | The due date and time of the task (format: "YYYY-MM-DDTHH:mm:ssZ", e.g., "2015-05-24T11:00:00Z") |
contactId | string | No | ID of contact to link to this task |
description | string | No | Description or notes about the task |
Output
| Parameter | Type | Description |
|---|---|---|
success | boolean | Operation success indicator |
task | object | Raw task data from Wealthbox |
operation | string | The operation performed |
itemId | string | ID of the created/updated task |
Usage Instructions
Integrate Wealthbox into the workflow. Can read and write notes, read and write contacts, and read and write tasks.
Notes
- Category:
tools - Type:
wealthbox