Wealthbox
Wealthbox is a CRM integration that enables bidirectional sync between RightCapital and Wealthbox CRM. Advisors can import contacts/households from Wealthbox and sync notes/tasks back to the CRM.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | CRM (Household Import) |
| Authentication | OAuth 2.0 Authorization Code Grant |
| Data Flow | Bidirectional (Import contacts, sync notes/tasks) |
| Data Sync | On-demand + Automatic refresh |
| Developer | Kewei Yan |
Entity Mapping
Section titled “Entity Mapping”| Wealthbox Entity | RightCapital Entity | Notes |
|---|---|---|
| Contact (type=Household) | Household | Must have members |
| Contact (type=Person) | Person | Must belong to a Household |
| Note | Note | Synced to linked contact |
| Task | Task | Synced with priority mapping |
| Tag | Tag | Used for filtering households |
Person Title Mapping
Section titled “Person Title Mapping”| Wealthbox Title | RightCapital Type |
|---|---|
Head |
CLIENT |
Spouse |
COCLIENT |
Partner |
COCLIENT |
Child |
CHILD |
Grandchild |
GRANDCHILD |
Tags Support
Section titled “Tags Support”Wealthbox implements the SupportsHouseholdTags interface, allowing advisors to filter households by CRM tags. Tags are cached for 1 hour per integration.
API Endpoints
Section titled “API Endpoints”| Endpoint | Method | Purpose |
|---|---|---|
/contacts |
GET | Search contacts by name or tag |
/contacts/{id} |
GET | Get single contact details |
/categories/tags |
GET | List all tags for filtering |
/notes |
POST | Create note linked to contact |
/tasks |
POST/PUT/DELETE | Task CRUD operations |
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Wealthbox/Connector.php |
| Integrator | retail-api/app/Integrations/Wealthbox/Integrator.php |
| Controller | retail-api/app/Integrations/Wealthbox/Controller.php |
| Models | retail-api/app/Integrations/Wealthbox/Models/ |
| Requests | retail-api/app/Integrations/Wealthbox/Requests/ |
Common Issues
Section titled “Common Issues”Contact Has No Household
Section titled “Contact Has No Household”Symptom: “The contact you’re importing doesn’t belong to any household”
Solution: In Wealthbox, add the Person to a Household before importing
Note Deletion Not Supported
Section titled “Note Deletion Not Supported”Symptom: UnsupportedFeatureException when deleting a note
Solution: Notes must be deleted directly in Wealthbox (API limitation)
Tag Filtering Returns Empty
Section titled “Tag Filtering Returns Empty”Symptom: Searching by tag returns no contacts
Solution: Name and tag filters cannot be used together; use only one filter type
Related
Section titled “Related”- Redtail - Another CRM integration