Siftree

Connect Wealthbox to Siftree.

Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.

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Read from your Wealthbox account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Find Contact

    Search Wealthbox contacts by name, email, and/or phone. Automatically paginates through all result pages (capped at 1,000 contacts total). At least one search parameter is required. Example: search name='Jane Smith' ;…

    Includes id, first_name, last_name, email_addresses, phone_numbers, type, and contact_type . Supply the optional Fields parameter (e.g. ["id", "first_name", "last_name"] ) to receive a trimmed response, and more

  • List Households

    Companion list action for the free-form Household id prop. Returns household-type contacts via GET /contacts so agents/users can discover valid household ids for Add Member To Household . Paginates automatically up to…

    Includes id, name, type, email_addresses, and phone_numbers . Supply the optional Fields parameter (e.g. ["id", "name"] ) to receive a trimmed response, and more

  • List Workflow Templates

    Companion list action for the free-form Workflow id prop. Returns available workflow templates via GET /workflow_templates so agents/users can discover valid template ids for Start Workflow . Paginates up to the…

    Includes id, name, and workflow step configuration. Supply the optional Fields parameter (e.g. ["id", "name"] ) to receive a trimmed response, and more

  • New CommentTrigger

    Emit new event for each new comment created in Wealthbox, deduplicated by comment id. Polls GET /comments and tracks by created_at .

  • New Contact CreatedTrigger

    Emit new event for each contact created.

  • New Event CreatedTrigger

    Emit new event for each event created.

  • New NoteTrigger

    Emit new event for each new note created in Wealthbox. Polls GET /notes ordered by created_at ; the payload includes note id, content, and its linked resource.

  • New Opportunity CreatedTrigger

    Emit new event for each opportunity created.

  • New Task CreatedTrigger

    Emit new event for each task created.

  • New Workflow EnrollmentTrigger

    Emit new event for each new workflow enrollment created in Wealthbox. Polls GET /workflows and tracks by created_at . Note: this triggers on workflow ENROLLMENT instances (a template applied to a record), not on new…

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  • Task CompletedTrigger

    Emit new event each time a task transitions to complete. Polls GET /tasks including completed tasks, tracks by updated_at , and post-filters to tasks whose complete is true. On deploy it backfills up to 25 recently…

    Includes completed tasks, tracks by updated_at, and post-filters to tasks whose complete is true. On deploy it backfills up to 25 recently completed tasks, and more

  • Workflow Step CompletedTrigger

    Emit new event each time workflow step activity is recorded in Wealthbox. The Wealthbox workflow step object has no completion flag of its own, so this polls the account Activity Stream (GET /activity) filtered to…

Act

Take action in Wealthbox

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Add Member To Household

    Add an existing contact as a member of an existing household via POST /households/{household_id}/members. Run List Households to find household ids and List Contact Options to find contact ids. Example: add contact…

    Includes id and a members array, each member with id, first_name, last_name, title, and type, and more

  • Create Contact

    Create a new contact in Wealthbox. For Person type, provide First Name and Last Name (both required). For Household , Organization , or Trust types, the Name field is used as the entity name (the API accepts a…

    Includes id, first_name, last_name, email_addresses, type, and contact_type, and more

  • Create Event

    Create a new calendar event in Wealthbox. Supply a title, start/end timestamps ( YYYY-MM-DD HH:MM AM/PM ±HHMM ), and an optional state. Valid state values are unconfirmed , confirmed , tentative , completed , and…

    Includes id, title, starts_at, ends_at, and state, and more

  • Create Note

    Create a note linked to a contact via POST /notes. Run List Contact Options to find the id of the contact to link the note to. Example: create a note with body Called client to discuss Q3 portfolio review linked to…

    Includes id, content, linked_to, visible_to, and created_at, and more

  • Create Opportunity

    Create a new opportunity in Wealthbox. Supply an opportunity name, target close date, probability (integer 0–100), amount type and value, and stage ID. Use List Stage Options to find valid stage IDs and List Contact…

    Includes id, name, stage, probability, target_close, and amounts, and more

  • Create Task

    Create a new task in Wealthbox. Supply a task name, due date ( YYYY-MM-DD HH:MM AM/PM ±HHMM ), and optional category and priority. Use List Category Options to find valid category IDs. Example: create a task named Send…

    Includes id, name, due_date, category, and priority, and more

  • Start Workflow

    Enroll a contact in a workflow template via POST /workflows. Run List Workflow Templates to find the template id and List Contact Options to find the contact id to enroll. Example: enroll contact 67890 in template 999…

    Includes id, workflow_template, linked_to, and starts_at, and more

Put Wealthbox data to work

More crm and sales integrations

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Need something from Wealthbox that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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