Request a Wealthbox OAuth client
Wealthbox does not offer self-service OAuth app registration. Client credentials are issued by Wealthbox support for your application.
1
Contact Wealthbox support
Email support@wealthbox.com with details about your application and request OAuth client credentials.
- Redirect URI:
https://api.stackone.com/connect/oauth2/wealthbox/callback
2
Copy your credentials
Paste the issued Client ID and Client Secret into the StackOne connector profile.
3
Choose scopes
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
Leave Scopes empty to request login data, or enter a space-separated list of the scopes below.
Creating the StackOne Connector Profile
To create the Connector Profile in StackOne for Wealthbox:1
Open the connector
Log in to StackOne, open Connectors, and select Wealthbox.
2
Choose actions and events
- Click Add Profile.
- If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0.
- Select the actions, and any events, to enable for this Connector Profile.
- Click Continue.
3
Set up authentication
- Select Authentication Type as OAuth 2.0.
- Fill out the fields using details retrieved from your provider:
- Client ID
- Client Secret
- Scopes (Optional)
- Click Create Profile.