---
title: "Integrations - Wealthbox"
url: "https://docs.unified.to/integrations/wealthbox"
description: "Unified.to documentation"
---
##  Integration: Wealthbox ![Wealthbox](https://api.unified.to/docs/images/wealthbox.png)

[Back to integrations](/integrations)

#### Overview

Company website:

<https://wealthbox.com>

Integration launch date:

January 24, 2026

API Categories:

[CRM](/crm/overview)[HR & Directory](/hris/overview)[Metadata](/metadata/overview)[Authentication](/auth/overview)[Passthrough](/passthrough/overview)

API Authorization:

 OAuth2 flow Personal API access token

#### CRM CONTACT

End-API object:

 contacts

Unified API Methods:

[List](/crm/contact/List%5Fall%5Fcontacts)[Get](/crm/contact/Retrieve%5Fa%5Fcontact)[Create](/crm/contact/Create%5Fa%5Fcontact)[Update](/crm/contact/Update%5Fa%5Fcontact)[Remove](/crm/contact/Remove%5Fa%5Fcontact)

Webhooks:

 Virtual

List options:

limitoffsetqueryupdated\_gte

Readable fields:

[address](/crm/contact/model)[company](/crm/contact/model)[created\_at](/crm/contact/model)[emails](/crm/contact/model)[first\_name](/crm/contact/model)[id](/crm/contact/model)[image\_url](/crm/contact/model)[last\_name](/crm/contact/model)[link\_urls](/crm/contact/model)[metadata](/crm/contact/model)[name](/crm/contact/model)[telephones](/crm/contact/model)[title](/crm/contact/model)[updated\_at](/crm/contact/model)[user\_id](/crm/contact/model)

Writable fields:

[company](/crm/contact/model)[emails](/crm/contact/model)[link\_urls](/crm/contact/model)[name](/crm/contact/model)[telephones](/crm/contact/model)[title](/crm/contact/model)[user\_id](/crm/contact/model)

#### CRM DEAL

End-API object:

 opportunities

Unified API Methods:

[List](/crm/deal/List%5Fall%5Fdeals)[Get](/crm/deal/Retrieve%5Fa%5Fdeal)[Create](/crm/deal/Create%5Fa%5Fdeal)[Update](/crm/deal/Update%5Fa%5Fdeal)[Remove](/crm/deal/Remove%5Fa%5Fdeal)

Webhooks:

 Virtual

List options:

contact\_idlimitoffsetupdated\_gteuser\_id

Readable fields:

[amount](/crm/deal/model)[closed\_at](/crm/deal/model)[contact\_ids](/crm/deal/model)[created\_at](/crm/deal/model)[id](/crm/deal/model)[metadata](/crm/deal/model)[name](/crm/deal/model)[probability](/crm/deal/model)[stages](/crm/deal/model)[updated\_at](/crm/deal/model)[user\_id](/crm/deal/model)

Writable fields:

[amount](/crm/deal/model)[closed\_at](/crm/deal/model)[contact\_ids](/crm/deal/model)[name](/crm/deal/model)[probability](/crm/deal/model)[stages](/crm/deal/model)[user\_id](/crm/deal/model)

#### CRM EVENT

End-API object:

 note task meeting

Unified API Methods:

[List](/crm/event/List%5Fall%5Fevents)[Get](/crm/event/Retrieve%5Fan%5Fevent)[Create](/crm/event/Create%5Fan%5Fevent)[Update](/crm/event/Update%5Fan%5Fevent)[Remove](/crm/event/Remove%5Fan%5Fevent)

Webhooks:

 Virtual

List options:

contact\_idlimitoffsettypeupdated\_gte

 required filter 

Readable fields:

[contact\_ids](/crm/event/model)[created\_at](/crm/event/model)[deal\_ids](/crm/event/model)[id](/crm/event/model)[meeting](/crm/event/model)[note](/crm/event/model)[task](/crm/event/model)[type](/crm/event/model)[updated\_at](/crm/event/model)

Writable fields:

[type](/crm/event/model)[contact\_ids](/crm/event/model)[deal\_ids](/crm/event/model)[meeting](/crm/event/model)[note](/crm/event/model)[task](/crm/event/model)

 required fields 

#### HRIS EMPLOYEE

End-API object:

 users

Unified API Methods:

[List](/hris/employee/List%5Fall%5Femployees)

Webhooks:

 Virtual

List options:

limitoffsetqueryupdated\_gte

Readable fields:

[emails](/hris/employee/model)[employee\_roles](/hris/employee/model)[first\_name](/hris/employee/model)[id](/hris/employee/model)[last\_name](/hris/employee/model)[name](/hris/employee/model)

Writable fields:

[\-none-](/hris/employee/model)

#### HRIS GROUP

End-API object:

 teams

Unified API Methods:

[List](/hris/group/List%5Fall%5Fgroups)

Webhooks:

 Virtual

List options:

limitoffsetqueryupdated\_gte

Readable fields:

[id](/hris/group/model)[name](/hris/group/model)[user\_ids](/hris/group/model)

Writable fields:

[\-none-](/hris/group/model)

#### METADATA METADATA

End-API object:

 custom\_fields

Unified API Methods:

[List](/metadata/metadata/List%5Fall%5Fmetadatas)

List options:

limitoffsettype

Readable fields:

[format](/metadata/metadata/model)[id](/metadata/metadata/model)[name](/metadata/metadata/model)[object\_type](/metadata/metadata/model)[options](/metadata/metadata/model)[original\_format](/metadata/metadata/model)[slug](/metadata/metadata/model)

Writable fields:

[\-none-](/metadata/metadata/model)

#### PASSTHROUGH

Unified API Methods:

[POST](/passthrough/overview)[GET](/passthrough/overview)[PUT](/passthrough/overview)[DELETE](/passthrough/overview)

List options:

\-none-

Readable fields:

[\-none-](/passthrough/undefined/model)

Writable fields:

[\-none-](/passthrough/undefined/model)