Wealthbox
Connect it
In Keystile Automations → Connections → New connection, choose Wealthbox and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Wealthbox: add member to household (Adds a member to an existing household. Link multiple contacts under one family unit).What it can do (11 actions)
| Action | What it does | Changes data |
|---|---|---|
| Add Member to Household | Adds a member to an existing household. Link multiple contacts under one family unit. | |
| Create Contact | Adds a new contact with rich details (name, address, email, tags, etc.) | |
| Create Event | Creates a calendar event linked to contact. Schedule advisory meetings on behalf of clients. | |
| Create Household | Creates a household record with emails, tags. Group family member contacts into one household. | |
| Create Note | Adds a note linked to a contact. Log call summaries against client records. | |
| Create Opportunity | Logs an opportunity including stage, close date, amount. Automate opportunity tracking after meetings. | |
| Create Project | Starts a new project with description and organizer. Launch project-based onboarding when new clients sign up. | |
| Create Task | Creates tasks tied to contacts with due dates and assignment types. Assign follow-up actions when opportunities are created. | |
| Find Contact | Locate a contact by name, email, phone, or advanced filters. Comprehensive contact search with dynamic filtering options. | |
| Find Task | Finds existing tasks using comprehensive search filters. Search by assignment, resource, completion status, and date ranges. | |
| Start Workflow | Triggers a workflow template on a contact/project/opportunity. Automate multi-step sequences based on CRM events. |
Start a workflow when… (4 triggers)
- New Task — Fires when a new task is created
- New Contact — Fires when a new contact is created
- New Event — Fires when a new event is created
- New Opportunity — Fires when a new opportunity is created
How Keystile protects it
Every Wealthbox action is checked before it runs, whether it comes from an AI tool or a workflow.your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Wealthbox with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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