Wealthbox

Wealthbox CRM API

REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows, custom fields, teams, and activity streams in Wealthbox CRM. Supports personal Access Tokens (ACCESS_TOKEN header) or OAuth 2.0 authorization code flow.

GitHub

Documentation

📖
Documentation
https://dev.wealthbox.com
📖
Authentication
https://dev.wealthbox.com/#authentication

API entry from apis.yml

apis.yml Raw ↑ 
aid: wealthbox:crm-api
name: Wealthbox CRM API
description: REST API for managing contacts, tasks, events, opportunities, projects, notes, workflows,
  custom fields, teams, and activity streams in Wealthbox CRM. Supports personal Access Tokens (ACCESS_TOKEN
  header) or OAuth 2.0 authorization code flow.
humanURL: https://dev.wealthbox.com
baseURL: https://api.crmworkspace.com
tags:
- CRM
- Financial Advisors
- Wealth Management
properties:
- type: Documentation
  url: https://dev.wealthbox.com
- type: Authentication
  url: https://dev.wealthbox.com/#authentication