Obtain API credentials for the Contacts API and grant the Zapier App Connector access to read data (scope: contacts.readonly). Save access tokens securely.
Configure OAuth in the APPNAME, then authorize against Wealthbox. Use client ID, client secret, and the redirect URI to complete the connection.
Available endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and more for creating, updating, and deleting contacts, tasks, notes, and appointments.
Trigger: New or updated Wealthbox contact to mirror in GHL.
Actions: Create or update a contact in GHL via POST /contacts/ or PUT /contacts/:contactId.
Methods/Paths: GET /contacts/:contactId to fetch, POST /contacts/ to create.
id, name, email, phone, ownerId
Trigger: New or updated tasks for a linked contact.
Actions: Create/update tasks via POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId.
Methods/Paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
taskId, title, status, dueDate, assignee
Trigger: Notes created or updated for a contact.
Actions: Create/update notes via POST /contacts/:contactId/notes
Methods/Paths: POST /contacts/:contactId/notes; PUT /contacts/:contactId/notes/:id
noteId, content, author, createdAt
No-code setup with visual builders, no custom code required.
Automated workflows between Wealthbox and GHL through triggers and actions.
Scalable data sync and centralized reporting without development effort.
This section defines API elements and processes: authentication, endpoints, triggers, actions, and data mapping across Wealthbox, GHL, and the APPNAME.
A specific URL path in the API used to perform a particular operation.
The method by which the app proves it can access the API (OAuth 2.0, API keys, or tokens).
Create, Read, Update, and Delete operations on resources.
An event-driven notification sent from one app to another when a defined event occurs.
Automatically create or update Wealthbox contacts in GHL when a new Wealthbox contact is added.
Create tasks in Wealthbox when a GHL task is created or due.
Sync notes between Wealthbox and GHL for a complete activity history.
Register your APPNAME in the GHL developer console or within the App Connector, obtain credentials, and authorize.
Select endpoints from the list (e.g., GET /contacts/:contactId, POST /contacts/), and map input/output fields.
Create Zapier zaps or automations to move data between Wealthbox and GHL using the endpoint actions.
The Contacts API supports OAuth-based authentication and token-based access for secure read operations. To connect via the APPNAME, request read-only scope (contacts.readonly) and authorize the connector to access Wealthbox data. Store tokens securely and rotate them as recommended. If you need write access, request elevated scopes or separate credentials for modifying records.
Most endpoints under the Contacts API are read-only by default (e.g., retrieving contacts, tasks, notes). Writing actions require explicit write permissions (POST, PUT, DELETE) and appropriate credentials. Always test read operations first before enabling write capabilities in production.
Yes. Write operations are available via endpoints like POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes. Ensure your APPNAME has the necessary write scopes and validate payloads in a sandbox environment before going live.
Data can sync through API calls or webhooks where supported. Zapier can poll at set intervals, while certain events can push updates via webhooks. Real-time syncing depends on endpoint support and the configuration of your APPNAME workflows.
No coding is required for standard integrations. Use APPNAME with Zapier to configure triggers, actions, and field mappings visually. For advanced data transformations, you can leverage built-in tools like Formatter within Zapier.
Rate limits apply to both read and write operations. Expect possible 429 responses if you exceed the allowed quota; implement retry/backoff in flows. Limits may vary by plan and endpoint; monitor usage in your API dashboard and adjust workflow frequency accordingly.
Field mapping lets you align Wealthbox fields with GHL fields. Start with essential fields (id, name, email, phone) and expand to custom fields as needed. Test mappings with sample data, then deploy to your live workflows.
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Complete Operations Catalog - 126 Actions & Triggers
