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Wealthbox connector

Back to the connector overview, authentication methods, and actions.
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30 Oct 2026
releasePromoted to GA. Version normalized to 1.0.0 in line with the GA versioning policy (GA connectors are versioned 1.0.0 or higher); no functional changes in this version.
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27 Oct 2026
auth guideRenamed the API Key connection method to Personal Access Token to match Wealthbox, and corrected the token setup steps and field description.
wealthbox_add_household_member, wealthbox_complete_workflow_step, wealthbox_create_contact, wealthbox_create_event, wealthbox_create_note, wealthbox_create_opportunity, wealthbox_create_project, wealthbox_create_task, wealthbox_create_workflow, wealthbox_delete_contact, wealthbox_delete_event, wealthbox_delete_household_member, wealthbox_delete_opportunity, wealthbox_delete_project, wealthbox_delete_task, wealthbox_delete_workflow, wealthbox_get_contact, wealthbox_get_event, wealthbox_get_me, wealthbox_get_note, wealthbox_get_opportunity, wealthbox_get_project, wealthbox_get_task, wealthbox_get_workflow, wealthbox_get_workflow_template, wealthbox_list_activity, wealthbox_list_category_members, wealthbox_list_comments, wealthbox_list_contact_roles, wealthbox_list_contacts, wealthbox_list_custom_fields, wealthbox_list_events, wealthbox_list_notes, wealthbox_list_opportunities, wealthbox_list_projects, wealthbox_list_tags, wealthbox_list_tasks, wealthbox_list_teams, wealthbox_list_user_groups, wealthbox_list_users, wealthbox_list_workflow_templates, wealthbox_list_workflows, wealthbox_revert_workflow_step, wealthbox_update_contact, wealthbox_update_event, wealthbox_update_note, wealthbox_update_opportunity, wealthbox_update_project, wealthbox_update_task
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26 Oct 2026
bug-fix breaking guideFixed contact creation for households, organizations and trusts, made linked-record filters and event paging reliable, removed task inputs Wealthbox ignores, and refreshed the API key and OAuth connection guides.
wealthbox_add_household_member, wealthbox_complete_workflow_step, wealthbox_create_contact, wealthbox_create_event, wealthbox_create_note, wealthbox_create_opportunity, wealthbox_create_project, wealthbox_create_task, wealthbox_create_workflow, wealthbox_delete_contact, wealthbox_delete_event, wealthbox_delete_household_member, wealthbox_delete_opportunity, wealthbox_delete_project, wealthbox_delete_task, wealthbox_delete_workflow, wealthbox_get_contact, wealthbox_get_event, wealthbox_get_me, wealthbox_get_note, wealthbox_get_opportunity, wealthbox_get_project, wealthbox_get_task, wealthbox_get_workflow, wealthbox_get_workflow_template, wealthbox_list_activity, wealthbox_list_category_members, wealthbox_list_comments, wealthbox_list_contact_roles, wealthbox_list_contacts, wealthbox_list_custom_fields, wealthbox_list_events, wealthbox_list_notes, wealthbox_list_opportunities, wealthbox_list_projects, wealthbox_list_tags, wealthbox_list_tasks, wealthbox_list_teams, wealthbox_list_user_groups, wealthbox_list_users, wealthbox_list_workflow_templates, wealthbox_list_workflows, wealthbox_revert_workflow_step, wealthbox_update_contact, wealthbox_update_event, wealthbox_update_note, wealthbox_update_opportunity, wealthbox_update_project, wealthbox_update_task
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19 Oct 2026
new-actionsInitial release covering Wealthbox contacts, households, tasks, events, opportunities, projects, notes, workflows, comments, categories, users and the activity stream.