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Wealthbox integration

Connect Wealthbox to Activepieces and automate it end to end, without writing code.

Start building Use Wealthbox with your AI
Actions
11
Triggers
4
Auth
API key
License
MIT, open source
Updated
August 2026

About the Wealthbox integration

Add the Wealthbox piece to a flow, connect your account once, and the rest of the builder can read from it and write to it. Because the piece is open source you can run it on our cloud or self-host it, and combine Wealthbox with 760+ other apps in the same flow.

Triggers

Start a flow the moment something happens in Wealthbox

Each trigger below can start a flow on its own, either instantly or on a schedule.

  • New Task

    Fires when a new task is created

    6 fields

  • New Contact

    Fires when a new contact is created

    7 fields

  • New Event

    Fires when a new event is created

    6 fields

  • New Opportunity

    Fires when a new opportunity is created

    9 fields

Actions

Everything Activepieces can do in Wealthbox

Drop any of these into a flow and fill in the fields. No code is required.

  • Create Contact

    Adds a new contact with rich details (name, address, email, tags, etc.)

    30 fields

  • Create Note

    Adds a note linked to a contact. Log call summaries against client records.

    4 fields

  • Create Project

    Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.

    5 fields

  • Add Member to Household

    Adds a member to an existing household. Link multiple contacts under one family unit.

    3 fields

  • Create Household

    Creates a household record with emails, tags. Group family member contacts into one household.

    18 fields

  • Create Event

    Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.

    14 fields

  • Create Opportunity

    Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.

    12 fields

  • Create Task

    Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.

    12 fields

  • Start Workflow

    Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.

    7 fields

  • Find Contact

    Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.

    16 fields

  • Find Task

    Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.

    12 fields

Use Wealthbox in a flow

Connect Wealthbox once and every trigger and action above is yours to drop into the builder, alongside 760+ other apps. Free to start, on our cloud or your own servers.

Build a Wealthbox flowTalk to sales

Wealthbox, answered.

Yes. Activepieces is open source and free to start, and the Wealthbox piece is included on every plan, from the free cloud tier to any self-hosted deployment.

Add the Wealthbox piece to a flow, then authenticate with API key. Once connected, its 4 triggers and 11 actions are available anywhere in the builder.

"New Task" can start a flow that runs "Create Contact", and you can chain Wealthbox together with any of 760+ other apps and AI steps in between.

Yes. Activepieces is fully self-hostable, so you can run the Wealthbox piece on your own infrastructure with your connections and your data staying in your environment.

Yes. Every piece you connect can be exposed over one Activepieces MCP server, so Claude, Cursor, Windsurf or any MCP client can call Wealthbox actions as tools.

Guides using Wealthbox

Wealthbox automation Read our quick guide on Wealthbox automation. Discover how it works, explore common use cases, and learn how Activepieces can help.