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What’s supported

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Supported actions

This connector supports:
  • Proxy Actions, using the base URL https://api.crmworkspace.com.

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Example integration

To define an integration for Wealthbox, create a manifest file that looks like this: 
# amp.yaml
specVersion: 1.0.0
integrations:
  - name: wealthbox-integration
    displayName: My Wealthbox Integration
    provider: wealthbox
    proxy:
      enabled: true

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Before You Get Started

To use the Wealthbox connector, your customer will need a Wealthbox API access token. Here’s how a user can create one:
  1. Log in to Wealthbox.
  2. Open Settings from the three-dot menu.
  3. Go to API Access (https://app.crmworkspace.com/settings/access_tokens).
  4. Click Create Access Token.
  5. Enter a label for the token and click Save.
  6. Copy the generated token — this is the value your customer will supply to Ampersand.
If API Access isn’t available on the account, the customer must email support@wealthbox.com to request access.
For more information, see the Wealthbox API documentation and their help article on creating an API access token.

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Using the connector

This connector uses API Key auth, which means that you do not need to set up a Provider App before getting started. (Provider apps are only required for providers that use OAuth2 Authorization Code grant type.) To start integrating with Wealthbox:
  • Create a manifest file like the example above.
  • Deploy it using the amp CLI.
  • Embed the InstallIntegration UI component. The UI component will prompt the customer for their API access token.
  • Start making Proxy Calls, and Ampersand will automatically attach the API key supplied by the customer. Please note that this connector’s base URL is https://api.crmworkspace.com.
For detailed information about available endpoints and request formats, refer to the Wealthbox API Reference.