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# How to Integrate WealthBox - Help Center - SyncSpider

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1. Creating a Task](#Step-1.%C2%A0Creating-a-Task)
* [Step 2. Enter Name and Description](#Step-2.-Enter-Name-and-Description)
* [Step 3. Adding Credentials](#Step-3.-Adding-Credentials)
* [Step 4. Obtaining the API Key](#Step-4.-Obtaining-the-API-Key)

---
## Description

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox's modern product design offers simplicity in the user experience that's combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses.

---
## Entities

| Source | Target |
| --- | --- |
| Send Contacts | Add Contact |
| Send Tasks | Add Task |
| Send Workflows | Add Workflow |
| Send Workflow Templates | Add Event |
| Send Events | Add Opportunity |
| Send Opportunities | Add Project |
| Send Projects | Add Notes |
| Send Notes |  |
| Send Comments |  |
| Send User Groups |  |

Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

---
## Steps

### Step 1. Creating a Task

Either while **Creating a Task** or in the Integrations menu.

Enter the name of the integration in the search bar.
![Selecting the Wealthbox Integration](https://storage.crisp.chat/users/helpdesk/website/-/d/4/7/d/d47db84ec17b8000/8eefb0a2-35f1-4549-aaab-e3980c_55fkqq.png)

### Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description.
![Naming the Integration](https://storage.crisp.chat/users/helpdesk/website/-/1/3/5/3/13532edcb3f2a900/3c7131d0-4ea8-48c8-b860-191352_1pl269a.png)

### Step 3. Adding Credentials

You will be prompted for the **API Key.**

****

![Inserting the API Key ](https://storage.crisp.chat/users/helpdesk/website/-/d/c/e/5/dce53e5321469800/575c9e0d-c680-4d3a-899a-f6586b_1nkwt4z.png)

### Step 4. Obtaining the API Key

To obtain your API Key after you have logged in to your WealthBox Dashboard go to this link [here](https://app.crmworkspace.com/settings/access_tokens).

Or go to your dashboard and click on **"Settings"**.

![Navigating to the Settings panel](https://storage.crisp.chat/users/helpdesk/website/-/a/2/5/c/a25c6210425a8800/f88b1428-dd60-491b-a392-3277dd_18ul6jm.png)

Then under **"Personal"** click on **"API Access"**.

![Selecting the API Access option](https://storage.crisp.chat/users/helpdesk/website/-/4/6/9/b/469b68c8766efc00/7fa4b6ca-74dd-45a9-af36-c8f8b5_1dgyyaa.png)

You will then Create your Access Token , Label it and click **"Save"**.

![Creating the API key](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/f/1a4fd1728a49be00/ec888d6c-a958-4f69-aa40-db7065_1ml2gy8.png)

After you have saved it, Copy and Paste your API Key to SyncSpider and click **"Finish"**.

---

**Wealthbox** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#384b4d4848574a4c784b41565b4b48515c5d4a165b5755) or our chat widget!