AFI
Wealthbox
Wealthbox is a CRM for financial advisors. AFI creates contacts in Wealthbox via the Wealthbox REST API, authenticating with an API Access Token.
What you’ll need
- An active Wealthbox account.
- An API Access Token from Wealthbox.
- The Advanced Form Integration plugin installed and activated.
Save your Wealthbox credentials
- In Wealthbox, go to Settings → API Access.
- Generate and copy your API Access Token.
- In WordPress, go to AFI → Settings → Wealthbox.
- Enter the API Access Token.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name.
- Under Trigger, pick your form plugin and form.
- Under Action → Platform, select Wealthbox.
- In Task, choose Add Contact.
- Select the saved Wealthbox credentials.
- Map form fields.
- Click Save Integration.
Tasks supported
Add Contact
Creates a contact in Wealthbox via POST /api/v1/contacts.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | first_name |
No | |
| Last Name | last_name |
No | |
email |
No | ||
| Phone | phone |
No |
Pro features
Wealthbox [PRO] adds additional fields and capabilities to the contact creation task.
Troubleshooting
Contact not created
- Check AFI → Log for errors.
- Verify the API Access Token is correct.