Wealthbox

Create a new opportunity.

Delete an opportunity.

Delete an opportunity.

Retrieve all opportunities.

Retrieve an existing opportunity.

Retrieve an existing opportunity.

Update an existing opportunity.

Update an existing opportunity.

Create a new event.

Create a new event.

Delete an event.

Retrieve all events.

Retrieve all events.

Retrieve an existing event.

Update an existing event.

Create a new task and assign it to a team.

Create a new task and assign it to a user.

Delete a task by ID.

Retrieve all tasks accessible to the user (including subtasks).

Retrieve a specific task by ID.

Update an existing task and assign it to a user.

Update an existing task and assign it to a team (specialized endpoint in docs).

Create a new contact in Wealthbox.

Delete a contact by ID.

Retrieve all contacts with optional filters.

Retrieve a specific contact by its ID.

Update attributes of an existing contact.

Create a new project.

Delete a project.

Retrieve all projects.

Retrieve a specific project.

Update a project.

Retrieve all workflow templates.

Retrieve all workflow templates.

Alternative path for listing workflow templates (as documented).

Retrieve a specific workflow template.

Retrieve a specific workflow template.

Create a new workflow.

Delete a workflow.

Retrieve all workflows accessible to the user.

Retrieve a specific workflow by ID.

Update a workflow.

Create a new note.

Retrieve all notes.

Retrieve a specific note.

Update a note.

Add a member to a household.

Remove a member from a household.

List members of a household (if endpoint exists in docs).

Mark a workflow step as complete.

Revert a workflow step to its previous status.

Return the activity stream items for the authenticated user.

Retrieve all comments.

List all contact roles.

List all custom fields.

List all members of a customizable category.

Return information about the user’s Wealthbox login profile.

List all tags.

List all teams.

List all user groups.

Retrieve all active users.