Wealthbox Notion Integration
Sync Wealthbox with Notion automatically - contacts, opportunities, tasks, and notes always in sync, no coding needed.
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The Wealthbox Notion integration lets you pull live financial advisory CRM data directly from your Wealthbox account into Notion using Note API Connector. Whether you are building a client database, tracking opportunities through your pipeline, logging meetings and tasks, or keeping a shared record of client notes, this integration keeps your Notion databases in sync with Wealthbox automatically.
With Note API Connector you can sync Wealthbox with Notion on a fully automated schedule (hourly, daily, or at custom intervals) without writing a single line of code. Grab your Wealthbox access token, choose a Notion database, map the fields visually, and your data flows into Notion on autopilot from that point forward.
How to connect Wealthbox to Notion
Connect your Notion workspace
Click Connect to Notion, authorize Note API Connector, and select the pages and workspace where your Wealthbox data should appear.
Get your Wealthbox access token and create your request
In Wealthbox, open the three-dot menu and go to Settings > API Access, then click Create Access Token, enter a label, and copy the token. In Note API Connector, click Create Request and paste your Wealthbox endpoint URL, for example https://api.crmworkspace.com/v1/contacts. Wealthbox authenticates with a custom header, so open the Headers tab, add a header named ACCESS_TOKEN, and paste your access token as its value. Give the request a name and click Run.
Choose your data and map fields
In the Response Field Mapping screen, select which Wealthbox fields to include - such as contact name, email, phone, opportunity stage, opportunity value, or task due date - and map each one to a Notion property. You can match existing properties, create new ones, or set the field type. Click Save & Import when you're done.
Set your sync schedule and go live
Enable Auto Schedule and choose your refresh interval. Your Wealthbox data will sync with Notion automatically from that point forward, with no manual refreshes needed.
⏱ Hourly / Daily / Custom
What Wealthbox data can you sync with Notion?
Use these Wealthbox API endpoints directly in Note API Connector. Each one can be mapped to a separate Notion database.
All client and prospect contacts with name, email, phone, tags, and contact type. Build a live client database or CRM directly inside Notion.
https://api.crmworkspace.com/v1/contacts
Sales and service opportunities with stage, target close date, amount, and linked contact. Track your prospecting pipeline and AUM opportunities in Notion.
https://api.crmworkspace.com/v1/opportunities
All tasks with due date, category, completion status, and assigned user. Build a follow-up tracker or team task board in Notion.
https://api.crmworkspace.com/v1/tasks
Calendar events and meetings with start time, location, and linked contacts. Build a meeting log or client review calendar in Notion.
https://api.crmworkspace.com/v1/events
Notes logged against contacts, with body text, author, and timestamp. Keep a searchable client interaction history inside Notion.
https://api.crmworkspace.com/v1/notes
Workflow-driven projects such as client onboarding or account reviews, with stage and linked contact. Track onboarding status in Notion.
https://api.crmworkspace.com/v1/projects
See how it works
Why sync Wealthbox with Notion?
Always up to date
Scheduled sync runs automatically. Your Notion database reflects live Wealthbox data without any manual work.
No coding required
Point, click, and map fields. Connect Wealthbox to Notion in minutes without any programming knowledge.
Custom schedule
Choose hourly, daily, or custom intervals. You control exactly when Notion pulls fresh data from Wealthbox.
Conclusion
With Note API Connector, setting up a complete Wealthbox Notion integration takes minutes, not days. Your contacts, opportunities, and activity data sync automatically into Notion on your chosen schedule, with no code and no manual copy-paste.
Whether you are building a live client relationship dashboard, maintaining an always-current prospect database, tracking meetings and follow-up tasks, or giving your team a shared view of client notes in Notion, connecting Wealthbox to Notion gives you the flexibility of Notion's interface with the real-time accuracy of Wealthbox's data.
Frequently Asked Questions
Yes. Wealthbox provides a REST API that exposes contacts, opportunities, tasks, events, notes, projects, and more. Note API Connector connects to this API directly using your personal access token to pull your Wealthbox data into Notion on a scheduled basis.
In Wealthbox, open the three-dot menu, go to Settings > API Access, and click Create Access Token to generate a personal access token. In Note API Connector, connect your Notion workspace, click Create Request, and paste a Wealthbox endpoint URL such as https://api.crmworkspace.com/v1/contacts. Open the Headers tab and add an ACCESS_TOKEN header with your token as the value, select your Notion database, map the fields visually, and run the import. The full setup takes under 10 minutes.
Wealthbox authenticates personal access tokens using a custom HTTP header called ACCESS_TOKEN. You add this header in the Headers tab of Note API Connector and paste your token, created under Settings > API Access in Wealthbox, as its value. It does not use Bearer Token or Basic authentication - the token is sent directly in the ACCESS_TOKEN header.
Yes. Enable Auto Schedule in Note API Connector and choose your refresh interval: hourly, daily, or custom. Your Wealthbox data will sync with Notion automatically on that schedule with no manual action required.
You can sync contacts, opportunities, tasks, events, notes, and projects. Each Wealthbox endpoint can be mapped to a separate Notion database, so you can build a full client database, sales pipeline, and activity log all in one Notion workspace.
No. Note API Connector is a no-code tool. You paste your Wealthbox API endpoint URL, add your access token under the Headers tab, select your Notion database, and map fields visually using the response field mapping view. No programming knowledge is needed.
Yes. Note API Connector connects to Wealthbox using your personal access token for read-only data access. Your credentials are never stored on our servers, and Note API Connector never writes or modifies any data in your Wealthbox account.
