Integrations - Wealthbox - Unified.to

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Integration: Wealthbox
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Overview

Company website:

https://wealthbox.com

Integration launch date:

January 24, 2026

API Categories:

CRM HR Metadata Authentication Passthrough

API Authorization:

OAuth2 flow Personal API access token

CRM CONTACT

End-API object:

contacts

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

address company created_at emails first_name id image_url last_name link_urls metadata name telephones title updated_at user_id

Writable fields:

company emails link_urls name telephones title user_id

CRM DEAL

End-API object:

opportunities

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

contact_id limit offset updated_gte user_id

Readable fields:

amount closed_at contact_ids created_at id metadata name probability stage updated_at user_id

Writable fields:

amount closed_at contact_ids name probability stage user_id

CRM EVENT

End-API object:

note task meeting

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

contact_id limit offset type updated_gte

required filter

Readable fields:

contact_ids created_at deal_ids id meeting note task type updated_at

Writable fields:

type contact_ids deal_ids meeting note task

required fields

HRIS EMPLOYEE

End-API object:

users

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

emails first_name id last_name name

Writable fields:

HRIS GROUP

End-API object:

teams

Unified API Methods:

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

id name user_ids

Writable fields:

METADATA METADATA

End-API object:

custom_fields

Unified API Methods:

List options:

limit offset type

Readable fields:

format id name object_type options original_format slug

Writable fields:

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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