Use Wealthbox to read and write client notes, contacts, and tasks. A workflow can turn meeting output into a note, retrieve client context, or create follow-up work.
Connect with OAuth or a supported API access token. Each credential uses the connected Wealthbox user's permissions. Contact writes create new contacts; note and task writes also support updates.
Connection guides: API access tokens.
OAuth scopes
Sim requests these scopes when someone connects a Wealthbox account. For a self-hosted deployment, register your own app with the provider using the settings below. See Integrations and OAuth for setup.
Use the block
Read or write Wealthbox notes, contacts, and tasks with OAuth or a supported API access token.
Actions
Read Wealthbox Note
Read content from a Wealthbox note
Input
Output
Write Wealthbox Note
Create or update a Wealthbox note
Input
Output
Read Wealthbox Contact
Read content from a Wealthbox contact
Input
Output
Write Wealthbox Contact
Create a new Wealthbox contact
Input
Output
Read Wealthbox Task
Read content from a Wealthbox task
Input
Output
Write Wealthbox Task
Create or update a Wealthbox task