Use Wealthbox CRM with AI Agents

Productivity-agent

Wealthbox CRM is a customer relationship management (CRM) software designed specifically for financial advisors and wealth management professionals. It helps them manage their client relationships, track prospect activities, and streamline their practice.

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🔗 Connect and Use Wealthbox CRM

1. 🔑 Connect your Wealthbox CRM ac

2. ✅ Select an action

3. 🚀 Go live with the agent

What do you want to do?

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API actions for Wealthbox CRM for AI assitants/agents

Language

PYTHON

Framework

Create Contact

Creates a new contact in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CONTACT_ACTION])

Update Contact

Updates an existing contact in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CONTACT_ACTION])

Create Task

Creates a new task in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_TASK_ACTION])

Update Task

Updates an existing task in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_TASK_ACTION])

Create Opportunity

Creates a new opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY_ACTION])

Update Opportunity

Updates an existing opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY_ACTION])

Add Note

Adds a new note to a contact or opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_NOTE_ACTION])

Create Event

Creates a new event in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_EVENT_ACTION])

Update Event

Updates an existing event in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_EVENT_ACTION])

Create Project

Creates a new project in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_PROJECT_ACTION])

Update Project

Updates an existing project in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_PROJECT_ACTION])

Add Tag To Contact

Adds a tag to a contact in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.ADD_TAG_TO_CONTACT_ACTION])

Remove Tag From Contact

Removes a tag from a contact in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.REMOVE_TAG_FROM_CONTACT_ACTION])

Create Workflow

Creates a new workflow in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_WORKFLOW_ACTION])

Start Workflow

Starts a workflow for a specific contact or opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.START_WORKFLOW_ACTION])

Create Custom Field

Creates a new custom field in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD_ACTION])

Update Custom Field

Updates the value of a custom field for a contact or opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_CUSTOM_FIELD_ACTION])

Create Reminder

Creates a new reminder in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.CREATE_REMINDER_ACTION])

Update Reminder

Updates an existing reminder in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATE_REMINDER_ACTION])

Search Contacts

Searches for contacts in Wealthbox CRM based on specified criteria

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.SEARCH_CONTACTS_ACTION])

New Contact

Triggers when a new contact is created in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_CONTACT_TRIGGER])

New Task

Triggers when a new task is created in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_TASK_TRIGGER])

New Opportunity

Triggers when a new opportunity is created in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY_TRIGGER])

Updated Contact

Triggers when a contact is updated in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.UPDATED_CONTACT_TRIGGER])

Completed Task

Triggers when a task is marked as completed in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.COMPLETED_TASK_TRIGGER])

New Note

Triggers when a new note is added to a contact or opportunity in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_NOTE_TRIGGER])

New Event

Triggers when a new event is created in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_EVENT_TRIGGER])

Won Opportunity

Triggers when an opportunity is marked as won in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.WON_OPPORTUNITY_TRIGGER])

Lost Opportunity

Triggers when an opportunity is marked as lost in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.LOST_OPPORTUNITY_TRIGGER])

New Project

Triggers when a new project is created in Wealthbox CRM

from composio_langchain import ComposioToolSet, Action tool_set = ComposioToolSet() tools = tool_set.get_tools(actions=[Action.NEW_PROJECT_TRIGGER])

Frequently asked questions

What is Composio.dev?

Composio.dev is a platform for building AI applications, designed to make the process of developing AI solutions super easy and fun! It provides a comprehensive set of tools and libraries that simplify the process of developing AI solutions, allowing you to focus on the creative aspects of your project without getting bogged down by the technical details.

How does Composio.dev support Wealthbox CRM?

Composio.dev seamlessly integrates with Wealthbox CRM, allowing you to leverage its capabilities within the Composio.dev platform. You can utilize Wealthbox CRM to call functions across various platforms, including Google, GitHub, and others, making it a breeze to incorporate different services into your AI applications. Additionally, it supports user authentication via OAuth2 and can work in conjunction with other popular frameworks like LangChain and CrewAI, giving you the flexibility to build truly innovative AI solutions.

What models can I use with Wealthbox CRM?

With Wealthbox CRM, you have access to a wide range of state-of-the-art language models, including GPT-4o (OpenAI), GPT-3.5 (OpenAI), GPT-4 (OpenAI), Claude (Anthropic), PaLM (Google), LLaMA and LLaMA 2 (Meta), Gemini, and many others. This flexibility allows you to choose the model that best suits your specific use case, whether you're building a chatbot, a content creation tool, or any other AI-powered application. You can experiment with different models and find the one that delivers the best performance for your project.

How can I integrate Wealthbox CRM into my project?

Composio.dev provides a seamless integration for Wealthbox CRM, making it super easy to incorporate this powerful framework into your projects. You can leverage the Composio.dev API to call functions from Wealthbox CRM, allowing you to tap into its capabilities with just a few lines of code. The SDK is available in Python, JavaScript, and TypeScript, so you can work with your preferred programming language and integrate Wealthbox CRM into your projects seamlessly.

What is the pricing for Wealthbox CRM?

Wealthbox CRM is completely free to use, with a generous free tier that allows up to 1000 requests per month. This makes it accessible for developers and organizations of all sizes to explore and experiment with this powerful tool without any upfront costs. Whether you're a student working on a personal project or a startup building the next big thing, you can get started with Wealthbox CRM without worrying about breaking the bank.

What kind of authentication is supported for Wealthbox CRM?

Wealthbox CRM supports OAuth2 authentication, ensuring secure and authorized access to its functionalities. You can leverage the Composio.dev API to handle authentication and call functions from Wealthbox CRM seamlessly. The SDK is available in Python, JavaScript, and TypeScript for your convenience, making it easy to integrate authentication into your projects and keep your users' data safe and secure.

Can I add Wealthbox CRM to my project?

Absolutely! You can easily incorporate Wealthbox CRM into your project by utilizing the Composio.dev API. This API allows you to call functions from Wealthbox CRM, enabling you to leverage its capabilities within your application. The SDK is available in Python, JavaScript, and TypeScript to facilitate integration, so you can work with the language you're most comfortable with and add Wealthbox CRM to your project with ease.

What is the accuracy of Wealthbox CRM?

Wealthbox CRM is designed to provide highly accurate and reliable results, ensuring that your AI applications perform at their best. The integration with Composio.dev ensures precise function calls, enabling you to build robust and powerful AI applications with confidence. Wealthbox CRM's comprehensive framework and the ability to leverage state-of-the-art models ensure reliable and accurate outcomes for your AI development needs, whether you're working on a chatbot, a content creation tool, or any other AI-powered project.

What are some common use cases for Wealthbox CRM?

Wealthbox CRM can be used for a wide range of AI applications, making it a versatile tool for developers and creators alike. Some common use cases include natural language processing, text generation, question answering, sentiment analysis, and more. It's particularly useful for building chatbots, virtual assistants, content creation tools, and other AI-powered applications that can help you automate tasks, engage with users, and create compelling content. Whether you're working on a personal project or building a product for your startup, Wealthbox CRM can help you bring your ideas to life.

How does Wealthbox CRM handle data privacy and security?

Data privacy and security are crucial considerations when working with AI systems, and Wealthbox CRM takes these issues seriously. It follows industry best practices and adheres to strict data protection regulations, ensuring that your data is kept safe and secure. Wealthbox CRM provides robust security measures, such as encryption and access controls, to ensure the confidentiality and integrity of your data. You can rest assured that your sensitive information is protected when using Wealthbox CRM for your AI development needs.