Wealthbox integration

Use Wealthbox in Zoft workflows, voice agents, chat agents and AI employees. Use Wealthbox from Zoft voice agents, chat agents, workflows and AI employees.

API key
11 actions
4 triggers

Get early access Talk to sales

Starts withNew Task
ZoftAgent or workflow decides what happens next
Then in WealthboxCreate Note
AndCreate Task

Illustrative flow built from Wealthbox’s real triggers and actions.

Zoft + Wealthbox

What Zoft can do with Wealthbox.

01Voice agentsA phone agent can use Wealthbox actions such as Create Note and Create Task during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Wealthbox while it talks to the customer.
03WorkflowsStart a workflow when “New Task” happens in Wealthbox, or use Wealthbox as any step on the canvas.
04AI employeesAn AI employee can find and use Wealthbox actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in Wealthbox.

Find TaskFinds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges.
Create NoteAdds a note linked to a contact. Log call summaries against client records.
Create TaskCreates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created.
Create EventCreates a calendar event linked to contact. Schedule advisory meetings on behalf of clients.
Find ContactLocate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options.
Create ContactAdds a new contact with rich details (name, address, email, tags, etc.)
Create ProjectStarts a new project with description and organizer. Launch project-based onboarding when new clients sign up.
Start WorkflowTriggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events.
Create HouseholdCreates a household record with emails, tags. Group family member contacts into one household.
Create OpportunityLogs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings.

Show all 11

Add Member to HouseholdAdds a member to an existing household. Link multiple contacts under one family unit.

Triggers 4

Events in Wealthbox that can start a workflow.

New TaskFires when a new task is created
New EventFires when a new event is created
New ContactFires when a new contact is created
New OpportunityFires when a new opportunity is created

Setup

Connect Wealthbox in three steps.

01ConnectChoose Wealthbox in Connections and paste an API key from your Wealthbox account.
02Put it to workAdd Wealthbox as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Wealthbox on Zoft, answered.

What can Zoft do with Wealthbox?

Zoft supports 11 actions and 4 triggers for Wealthbox. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Wealthbox to Zoft?

Choose Wealthbox in Connections and paste an API key from your Wealthbox account.

Can a voice agent or chat agent use Wealthbox?

Yes. Once Wealthbox is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Wealthbox without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Wealthbox to work in your operation.