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Wealthbox integration for your workflows.

Connect Wealthbox to Collabase once and use 11 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.

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UpdatedOctober 2026

LicenceOpen source (MIT)

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Wealthbox in Collabase

Connect Wealthbox to Collabase once and use 11 actions and 4 triggers in your workflows. No code needed, hosted in Switzerland.

How to connect it

Open the integrations in the workspace settings.
Choose Wealthbox and connect your account.
Add a trigger or an action to the workflow.

Wealthbox triggers

Name	Description	Fields
New TaskChecks at intervals	Fires when a new task is created	Assigned To Assigned To Team ID Created By Task Type Linked Resource Type Linked Resource
New ContactChecks at intervals	Fires when a new contact is created	Contact Type Entity Type Household Title Assigned To Tags Filter Active Status + 1 Include Deleted Contacts
New EventChecks at intervals	Fires when a new event is created	Linked Resource Type Linked Resource Event Category Start Date Minimum Start Date Maximum Sort Order
New OpportunityChecks at intervals	Fires when a new opportunity is created	Linked Resource Type Linked Resource Opportunity Stage Opportunity Manager Include Closed Opportunities Minimum Probability (%) + 3 Maximum Probability (%) Target Close After Target Close Before

Wealthbox actions

Name	Description	Fields
Create Contact	Adds a new contact with rich details (name, address, email, tags, etc.)	First Name Last Name Prefix Middle Name Suffix Nickname + 24 Job Title Company Name Contact Type Contact Classification Status Gender Birth Date Marital Status Email Address Phone Number Street Address Line 1 Street Address Line 2 City State ZIP Code Country Twitter Handle LinkedIn URL Background Information Important Information Personal Interests Contact Source Tags External Unique ID
Create Note	Adds a note linked to a contact. Log call summaries against client records.	Note Content Contact Visible To Tags
Create Project	Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up.	Project Name Project Description Organizer Visible To Custom Fields
Add Member to Household	Adds a member to an existing household. Link multiple contacts under one family unit.	Household Contact Household Title
Create Household	Creates a household record with emails, tags. Group family member contacts into one household.	Household Name Head of Household Spouse/Partner (Optional) Primary Email Address Street Address Line 1 Street Address Line 2 + 12 City State ZIP Code Country Primary Phone Number Household Type Status Background Information Important Information Tags Visible To External Unique ID
Create Event	Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.	Event Title Start Date & Time End Date & Time Location Description All Day Event + 8 Repeating Event Event Status Linked Contact Invitees Event Category Email Invitees Visible To Custom Fields
Create Opportunity	Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.	Opportunity Name Target Close Date Probability (%) Amount Currency Amount Type + 6 Stage Linked Contact Description Opportunity Manager Visible To Custom Fields
Create Task	Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.	Task Name Due Date Assigned To Description Priority Mark as Complete + 6 Link To Linked Record Category Visible To Due Later Custom Fields
Start Workflow	Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.	Workflow Template Link To Linked Record Workflow Label Start Date & Time Visible To + 1 Workflow Milestones
Find Contact	Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.	Name Email Address Phone Number Contact ID External Unique ID Contact Type + 10 Contact Entity Type Household Title Tags Filter Active Status Include Deleted Contacts Updated Since Updated Before Sort Order Result Limit Return Single Result Only
Find Task	Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.	Task ID (Optional) Linked Resource Type Linked Resource Assigned To Assigned to Team ID Created By + 6 Completion Status Task Type Updated Since Updated Before Result Limit Return Single Result Only

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Questions about Wealthbox

What can I automate with Wealthbox in Collabase?

Wealthbox brings 11 actions and 4 triggers, for example Create Contact, Create Note, Create Project, Add Member to Household and 7 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Wealthbox to Collabase?

You open the integrations in the workspace settings, choose Wealthbox and connect your account once, using an API key. After that all triggers and actions are available in the workflow.

Can Wealthbox start a workflow?

Yes. Wealthbox provides 4 triggers, for example New Task, New Contact, New Event and 1 more. The workflow runs as soon as the event happens.

Does the Wealthbox integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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