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Requesting OAuth client credentials

Wealthbox issues OAuth client credentials on request. There is no self-service app registration.

1

Request client credentials from Wealthbox support

Following the Wealthbox API authentication documentation, email Wealthbox support with your request and details about your application.

  • Redirect URI: the Callback URL from your Connector Profile
  • Ask for the redirect URI above to be registered for your application, because the authorization request must match it.
The Wealthbox API Authentication documentation with the support email address highlighted
2

Choose the scopes to request

Enables actions: Add Household Member, Complete Workflow Step, Create Contact, Create Event, Create Note, Create Opportunity, Create Project, Create Task, Create Workflow, Delete Contact, Delete Event, Delete Household Member, Delete Opportunity, Delete Project, Delete Task, Delete Workflow, Get Contact, Get Event, Get Login Profile, Get Note, Get Opportunity, Get Project, Get Task, Get Workflow, Get Workflow Template, List Activity Stream, List Category Members, List Comments, List Contact Roles, List Contacts, List Custom Fields, List Events, List Notes, List Opportunities, List Projects, List Tags, List Tasks, List Teams, List User Groups, List Users, List Workflow Templates, List Workflows, Revert Workflow Step, Update Contact, Update Event, Update Note, Update Opportunity, Update Project, Update Task

Wealthbox offers two scopes, login and data, and grants login by default when no scope is requested. Request the scopes below so StackOne can read and write CRM data.

The Wealthbox OAuth parameters with the available scopes line highlighted
3

Save the client credentials

When Wealthbox support sends your client credentials, add them to the StackOne Connector profile.

  • Client ID — the public identifier of your application. Paste it into the Client ID field in the StackOne Connector profile.
  • Client Secret — the private key that verifies your application. Paste it into the Client Secret field in the StackOne Connector profile and store it securely for use later.
  • Scopes — optional. Leave it empty to request login data, or enter a space-separated list of scopes.
  • If the client secret is compromised, contact Wealthbox support so they can deactivate it and issue a replacement.

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Create the StackOne Connector Profile

1

Create a Connector Profile

Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2

Link an Account

Once the Connector Profile is created, continue to link an account.