Wealthbox

Hegu AI can act on Wealthbox through the tasks below. Add one to a workflow from the task library in the editor.

Task	What it does
WealthboxContacts	Wealthbox contacts — list, get, create, update or delete contacts, and list or add a contact’s notes
WealthboxEvents	Wealthbox events — list, get, create or update calendar events linked to contacts, projects and opportunities
WealthboxOpportunities	Wealthbox opportunities — list, get, create, update or delete opportunities with stages, probabilities and amounts
WealthboxTasks	Wealthbox tasks — list, get, create, update or delete tasks, and list users and teams for assignment

Each task’s fields and credentials are configured in the editor. Credentials are stored as secrets, never in the workflow itself.