Integrate Wealthbox into the workflow. Can read and write notes, read and write contacts, and read and write tasks.
Read content from a Wealthbox note
| Parameter | Type | Required | Description |
|---|
noteId | string | No | The ID of the note to read |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Note data and metadata |
Create or update a Wealthbox note
| Parameter | Type | Required | Description |
|---|
content | string | Yes | The main body of the note |
contactId | string | No | ID of contact to link to this note |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Created or updated note data and metadata |
Read content from a Wealthbox contact
| Parameter | Type | Required | Description |
|---|
contactId | string | No | The ID of the contact to read |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Contact data and metadata |
Create a new Wealthbox contact
| 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 |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Created or updated contact data and metadata |
Read content from a Wealthbox task
| Parameter | Type | Required | Description |
|---|
taskId | string | No | The ID of the task to read |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Task data and metadata |
Create or update a Wealthbox task
| 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-DD HH:MM AM/PM -HHMM", e.g., "2015-05-24 11:00 AM -0400") |
contactId | string | No | ID of contact to link to this task |
description | string | No | Description or notes about the task |
| Parameter | Type | Description |
|---|
success | boolean | Operation success status |
output | object | Created or updated task data and metadata |
- Category:
tools
- Type:
wealthbox
