Wealthbox integration
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
What your agents can do with Wealthbox
8 pre-built Wealthbox tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Create Task
Create a new task.
Create Opportunity
Create a new opportunity.
Create Event
Create a new event.
Create Contact
Create a new contact.
Triggers (4)
New Task Created
Emit new event for each task created.
New Opportunity Created
Emit new event for each opportunity created.
New Event Created
Emit new event for each event created.
New Contact Created
Emit new event for each contact created.
Set up Wealthbox in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Wealthbox account
In Relevance AI, open Integrations and add Wealthbox. You will be sent to Wealthbox to sign in and approve access, and the connection is stored against your workspace.
Use Wealthbox in an agent
Create a tool, add a Wealthbox tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Wealthbox to work in your agents
Connect Wealthbox alongside 1,800+ other integrations and let your agents run the busywork.