Wealthbox connector for Okou
Connect Wealthbox CRM to read and manage financial-advisor contacts, tasks, events, notes, opportunities, projects, workflows, and workspace metadata.
Sales & operations · API Access Token
Use Wealthbox in Okou
Wealthbox CRM API for financial-advisor contacts, tasks, events, notes, opportunities, projects, workflows, activity, and workspace metadata.
Once connected, supported Wealthbox actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Wealthbox
- Read the authenticated user's Wealthbox profile and account context.
- Read activity stream items visible to the authenticated user.
- Read and filter contacts in the authenticated user's workspace.
- Read and filter tasks visible to the authenticated user.
- Read workflows visible to the authenticated user.
- Read available workflow templates.
- Complete or revert workflow steps.
- Read and filter events visible to the authenticated user.
How the Wealthbox connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Wealthbox
Choose API Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Wealthbox securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Wealthbox covers
The topics this connector's published operations touch.
- crm
- financial advisors
- contacts
- tasks
- events
- notes
Wealthbox connector questions
- What can Okou do with Wealthbox?
- Connect Wealthbox CRM to read and manage financial-advisor contacts, tasks, events, notes, opportunities, projects, workflows, and workspace metadata. Documented actions include: Read the authenticated user's Wealthbox profile and account context. Read activity stream items visible to the authenticated user.
- How do I connect Wealthbox to Okou?
- Connect Wealthbox using API Access Token. The connection controls which supported actions a workflow can use.
- Can Wealthbox run in an automated workflow?
- Yes. After it is connected, supported Wealthbox actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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