Wealthbox CRM API Documentation

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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API Overview

Wealthbox CRM is a cloud-based customer relationship management (CRM) software designed specifically for financial advisors. It offers a comprehensive suite of features to help advisors manage their client relationships, including contact management, lead tracking, marketing automation, and reporting. Wealthbox CRM is known for its user-friendly interface, robust functionality, and excellent customer support. Wealthbox CRM API provides a set of REST APIs and webhooks that allow developers to integrate Wealthbox CRM with other applications and services. The REST APIs enable developers to access and manipulate data in Wealthbox CRM, while the webhooks allow developers to receive notifications when certain events occur in Wealthbox CRM. The Wealthbox CRM API is rate-limited to ensure that the system is not overwhelmed by excessive requests. Developers should be aware of the rate limits and design their applications accordingly.

Rate Limits

Free Plan

100 API calls per day

Starter Plan

1,000 API calls per day

Growth Plan

5,000 API calls per day

Enterprise Plan

10,000 API calls per day

FAQs

How do I authenticate to the Wealthbox API?

What are the rate limits for the Wealthbox API?

How do I get a sandbox account for testing?

What is the format of the API response?

How do I handle pagination in the Wealthbox API?

Details

Provider

Wealthbox CRM

Country HQ

API Type

REST

Screenshots

No screenshots available

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