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Enroll a contact in a workflow template via POST /workflows. Run List Workflow Templates to find the template id and List Contact Options to find the contact id to enroll. Example: enroll contact 67890 in template 999 starting 2026-09-01T09:00:00Z; returns the workflow enrollment object including id, workflow_template, linked_to, and starts_at. See the documentation

Companion list action for the free-form Workflow id prop. Returns available workflow templates via GET /workflow_templates so agents/users can discover valid template ids for Start Workflow. Paginates up to the requested Limit. Example: returns template objects each including id, name, and workflow step configuration. Supply the optional Fields parameter (e.g. ["id","name"]) to receive a trimmed response. See the documentation

List the task categories configured in Wealthbox (e.g. Follow Up, Meeting, Review) so agents and users can discover valid category IDs to pass to the Category prop in Create Task. Returns objects with label (category name) and value (numeric category ID). See the documentation

List the opportunity stages configured in Wealthbox (e.g. Prospect, Proposal, Closed Won) so agents and users can discover valid stage IDs to pass to the Stage prop in Create Opportunity. Returns objects with label (stage name) and value (numeric stage ID). See the documentation

Companion list action for the free-form Household id prop. Returns household-type contacts via GET /contacts so agents/users can discover valid household ids for Add Member To Household. Paginates automatically up to the requested Limit. Example: returns household objects each including id, name, type, email_addresses, and phone_numbers. Supply the optional Fields parameter (e.g. ["id","name"]) to receive a trimmed response. See the documentation

List the user-defined contact type categories configured in Wealthbox (e.g. Client, Prospect, Vendor) so agents and users can discover valid values to pass to the Contact Type prop in Create Contact. Returns an array of type name strings. See the documentation

List Wealthbox contacts (paginated, 25 per page) so agents and users can discover valid contact IDs to supply to other actions. Use this before any action that requires a Contact ID — for example Create Opportunity, Create Note, Add Member To Household, or Start Workflow. Returns objects with label (full name) and value (numeric contact ID, e.g. 67890). Increment Page to load the next batch. See the documentation

Search Wealthbox contacts by name, email, and/or phone. Automatically paginates through all result pages (capped at 1,000 contacts total). At least one search parameter is required. Example: search name='Jane Smith'; returns contact objects each including id, first_name, last_name, email_addresses, phone_numbers, type, and contact_type. Supply the optional Fields parameter (e.g. ["id","first_name","last_name"]) to receive a trimmed response. See the documentation

Create a new task in Wealthbox. Supply a task name, due date (YYYY-MM-DD HH:MM AM/PM ±HHMM), and optional category and priority. Use List Category Options to find valid category IDs. Example: create a task named Send Q4 Report due 2026-12-31 5:00 PM -0500 with priority High; returns the task object including id, name, due_date, category, and priority. See the documentation

Create a new opportunity in Wealthbox. Supply an opportunity name, target close date, probability (integer 0–100), amount type and value, and stage ID. Use List Stage Options to find valid stage IDs and List Contact Options to find the contact ID to link. Example: create opportunity Q4 AUM Expansion with probability 75, amount 50000 of type AUM, target close 2026-12-31 10:00 AM -0500; returns the opportunity object including id, name, stage, probability, target_close, and amounts. See the documentation

Create a note linked to a contact via POST /notes. Run List Contact Options to find the id of the contact to link the note to. Example: create a note with body Called client to discuss Q3 portfolio review linked to contact id 67890; returns the note object including id, content, linked_to, visible_to, and created_at. See the documentation

Create a new calendar event in Wealthbox. Supply a title, start/end timestamps (YYYY-MM-DD HH:MM AM/PM ±HHMM), and an optional state. Valid state values are unconfirmed, confirmed, tentative, completed, and cancelled. Example: create an event titled Q4 Portfolio Review starting 2026-12-15 10:00 AM -0500 ending 2026-12-15 11:00 AM -0500 with state confirmed; returns the event object including id, title, starts_at, ends_at, and state. See the documentation

Create a new contact in Wealthbox. For Person type, provide First Name and Last Name (both required). For Household, Organization, or Trust types, the Name field is used as the entity name (the API accepts a top-level name field for non-Person types). Example: create a Person contact with first name Jane, last name Smith, email jane@acme.com; returns the contact object including id, first_name, last_name, email_addresses, type, and contact_type. See the documentation

Add an existing contact as a member of an existing household via POST /households/{household_id}/members. Run List Households to find household ids and List Contact Options to find contact ids. Example: add contact 67890 as Spouse to household 12345; returns the household object including id and a members array, each member with id, first_name, last_name, title, and type. See the documentation