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Connect HeySpace and Wealthbox integrations

Connect HeySpace and Wealthbox with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like HeySpace and Wealthbox to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Action
Select an action...
HeySpace

Creates a card in specific list and space

HeySpace

Creates a comment in a card

HeySpace

Creates a list of cards in a specific space

HeySpace

Creates a checklist item in a card

HeySpace

Creates message in a space

HeySpace

Creates a space in specific workspace

HeySpace

Performs an arbitrary authorized API call.

HeySpace
Wealthbox
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Action
Select an action...
Wealthbox

Adds a member to the household.

Wealthbox

Completes a workflow step.

Wealthbox

Creates a new contact.

Wealthbox

Creates a new event.

Wealthbox

Creates a new opportunity.

Wealthbox

Creates a new note.

Wealthbox

Creates a new project.

Wealthbox

Creates a new task.

Wealthbox

Creates a new workflow.

Wealthbox

Deletes a specific contact using its unique identifier.

Wealthbox

Removes a member from a household.

Wealthbox

Deletes an existing event from your account (workspace).

Wealthbox

Deletes an existing opportunity from your account (workspace).

Wealthbox

Deletes an existing project from your account (workspace).

Wealthbox

Deletes an existing task from your account (workspace).

Wealthbox

Retrieves a specific contact using its unique identifier.

Wealthbox

Retrieves a specific event using its unique identifier.

Wealthbox

Retrieves a specific opportunity using its unique identifier.

Wealthbox

Retrieves a specific note using its unique identifier. 

Wealthbox

Retrieves a specific project using its unique identifier.

Wealthbox

Retrieves a specific task using its unique identifier.

Wealthbox

Retrieves a specific workflow using its unique identifier.

Wealthbox

Performs an arbitrary authorized API call.

Wealthbox

Reverts a workflow step.

Wealthbox

Updates a specific contact using its unique identifier.

Wealthbox

Updates an existing event with new properties.

Wealthbox

Updates an existing opportunity with new properties.

Wealthbox

Updates an existing note with new properties.

Wealthbox

Updates an existing project with new properties.

Wealthbox

Updates an existing task with new properties.

Wealthbox

Updates an existing workflow with new properties.

Wealthbox

Fetches every custom field in the authenticated user’s account (workspace).

Wealthbox

Fetches every instance of the specified category name which are owned by the account (workspace) of the user authenticated with the API.

Wealthbox

Fetches all of the projects that are accessible by the user.

Wealthbox

Fetches all of the workflow templates that are accessible by the user.

Wealthbox

Searches for comments or fetches all of the comments that are accessible by the user.

Wealthbox

Searches for contacts or retrieves them all.

Wealthbox

Searches for events or fetches all of the events that are accessible by the user.

Wealthbox

Searches for notes or fetches all of the notes that are accessible by the user.

Wealthbox

Searches for opportunities or fetches all of the opportunities that are accessible by the user.

Wealthbox

Searches for tasks or fetches all of the tasks that are accessible by the user.

Wealthbox

Searches for workflows or fetches all of the workflows that are accessible by the user.

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Automate your work. Build something new.

Just drag and drop apps to automate existing workflows or build new complex processes. Solve problems across all areas and teams.

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Build your HeySpace and Wealthbox integrations.

Create custom HeySpace and Wealthbox workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Wealthbox
Add a Member to a Household

Adds a member to the household.

Action
Wealthbox
Complete a Workflow Step

Completes a workflow step.

Action
HeySpace
Create a Card

Creates a card in specific list and space

Action
HeySpace
Create a Card Comment

Creates a comment in a card

Action
HeySpace
Create a Card List

Creates a list of cards in a specific space

Action
HeySpace
Create a Checklist Item

Creates a checklist item in a card

Action
Wealthbox
Create a Contact

Creates a new contact.

Action
HeySpace
Create a Message

Creates message in a space

Action
Wealthbox
Create a Note

Creates a new note.

Action

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