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.

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.

Wealthbox + Stream Deck

CRM · 4 triggers · 8 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.

Build a Wealthbox workflow — free See how it works

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 templates

Triggers & actions

Events that start your workflow automatically.

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 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

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Wealthbox

Follow the setup prompts for Wealthbox. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Wealthbox action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

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

Get started free View pricing

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