Wealthbox ·
Open Collection
Wealthbox CRM API
24
Requests
10
Folders
1.0.0
Version
View on GitHub
Raw JSON
CRMFinancial AdvisorsWealth ManagementContact ManagementWorkflow AutomationSaaSOpen Collection
Overview
Wealthbox CRM API is a Open Collection published by Wealthbox on the APIs.io network, version 1.0.0.
The collection contains 24 requests organised into 10 folders.
Tagged areas include CRM, Financial Advisors, Wealth Management, Contact Management, and Workflow Automation.
Requests & Folders
Profile
Activity
Contacts
Tasks
Events
Opportunities
Notes
Workflows
Users
Teams