Wealthbox + Stream Deck
CRM · 9 triggers · 14 actions
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Add Wealthbox to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- Key press or app-event trigger
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Wealthbox
Add Wealthbox to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Events that start your workflow automatically.
Workflow Step Completed
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 WorkflowStep-linked items. Deduplicates by activity stream item id (not step id), so reverting and re-completing the same step correctly emits a new event each time. View docs
Task Completed
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 completed tasks. View docs
New Workflow Enrollment
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 workflow templates. View docs
New Task Created
Emit new event for each task created. View docs
New Opportunity Created
Emit new event for each opportunity created. View docs
New Note
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. View docs
New Event Created
Emit new event for each event created. View docs
New Contact Created
Emit new event for each contact created. View docs
About Wealthbox
Modern CRM for Financial Advisors. Wealthbox allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations.
CRM
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Wealthbox
Follow the setup prompts for Wealthbox. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Wealthbox action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Run it from a key, or let events fire it
Sync your workflow to a Stream Deck button, or skip the button: Wealthbox triggers can start it automatically when events happen.
Frequently asked questions
- How do I connect Wealthbox?
- Sign up for Conductor Deck, then add a Wealthbox step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Wealthbox with your Stream Deck
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