Wealthbox CRM + Box Integration

Adds a new contact to the database

Finds and retrieves contact information using their email address

Updates contact information with new details

Finds information about a contact using the phone number

Finds information about a contact using the name

Retrieves a contact's information based on their id

Creates a new instance of the support system

Updates the opportunity details as needed

Creates a new task

Updates the task with new information or changes

Creates a new note in the particular format

Updates a note with new information

Adds a new contact to the contact list

Updates event details with the latest information

Retrieves contact information based on the unique id provided

Creates a new workflow

Updates the workflow with new changes or information

Searches for a workflow template for a workflow

Creates a new project

Updates project information

Uploads a file to the particular location

Searches for a file

Adds a new task to a file

Adds a comment to a file

Creates a new folder in the designated location

Searches for a folder

Transfers files from one location to another or make a duplicate copy of a file

Retrieves a file request from a designated source

Grants collaborator access to a user

Duplicates a file to another destination

Generates a new text file with particular content